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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$1.58M +$106K +2,268 +7%
GRP
277
Global Retirement Partners
California
$1.57M +$1.56M +33,353 New
LWMI
278
Legacy Wealth Management (Idaho)
Idaho
$1.56M -$442K -9,428 -22%
DWM
279
DeLarme Wealth Management
California
$1.5M +$51.1K +1,090 +4%
AWM
280
Aprio Wealth Management
Georgia
$1.5M +$1.29M +27,578 +631%
CFS
281
CRA Financial Services
New Jersey
$1.48M +$11.1K +237 +0.8%
JC
282
JM2 Capital
Oklahoma
$1.44M +$46.9K +1,001 +3%
GSIAS
283
Garden State Investment Advisory Services
New Jersey
$1.42M -$68.1K -1,452 -5%
SP
284
Sequent Planning
Nebraska
$1.42M -$15K -320 -1%
XPN
285
XY Planning Network
Montana
$1.42M +$297K +6,336 +27%
CHIA
286
Copper Harbor Investment Advisors
Wisconsin
$1.37M +$1.36M +29,098 New
NWM
287
Nolet Wealth Management
Texas
$1.34M +$23.5K +501 +2%
RPGK
288
Retirement Planning Group (Kansas)
Kansas
$1.33M -$103K -2,191 -7%
RGF
289
Retirement Guys Formula
Ohio
$1.33M +$18.3K +390 +1%
SPIA
290
Steward Partners Investment Advisory
New York
$1.31M +$14.1K +301 +1%
SIAP
291
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M – – –
REMPR
292
Roof Eidam Maycock Peralta (REMP)
California
$1.3M +$50.4K +1,075 +4%
HBW
293
Hazlett, Burt & Watson
West Virginia
$1.28M +$138K +2,948 +12%
DWM
294
Diversify Wealth Management
Utah
$1.28M -$426K -9,080 -25%
DAS
295
Diversify Advisory Services
Utah
$1.28M +$967K +20,621 +294%
GFG
296
Goldstone Financial Group
Illinois
$1.25M -$10.4K -221 -0.8%
MFG
297
Menard Financial Group
Texas
$1.25M -$202K -4,301 -14%
HA
298
Helium Advisors
Washington
$1.24M +$1.24M +26,445 New
EWM
299
Elevation Wealth Management
Minnesota
$1.24M +$35.8K +764 +3%
GM
300
GeoWealth Management
Illinois
$1.19M +$155K +3,297 +15%
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