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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
301
Comprehensive Financial Planning
Pennsylvania
$1.16M -$52.8K -1,126 -4%
IWN
302
Independent Wealth Network
Iowa
$1.16M +$101K +2,159 +10%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$1.15M +$463K +9,881 +68%
AIA
304
Accelerate Investment Advisors
California
$1.11M +$1.11M +23,592 New
NB
305
Nicolet Bankshares
Wisconsin
$1.05M +$618K +13,173 +143%
LAS
306
LWM Advisory Services
Florida
$1.03M +$1.03M +21,989 New
KCIC
307
Kuhn & Co Investment Counsel
Illinois
$1.01M +$47.2K +1,007 +5%
BWP
308
Balboa Wealth Partners
Arizona
$1.01M +$72.1K +1,537 +8%
TPWA
309
Twin Peaks Wealth Advisors
California
$1.01M +$103K +2,192 +11%
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$1.01M +21,568 New
FCFC
311
First Citizens Financial Corp
Iowa
$1.01M +$28.1K +600 +3%
Susquehanna International Group
312
Susquehanna International Group
Pennsylvania
$1.01M -$11.7M -249,547 -92%
STA
313
Summit Trail Advisors
New York
$1.01M +$608K +12,960 +153%
CWM
314
Comprehensive Wealth Management
Washington
$997K +$996K +21,231 New
SWM
315
SeaCrest Wealth Management
New York
$996K +$61.4K +1,310 +7%
OFS
316
Opus Financial Solutions
Illinois
$987K +$72.6K +1,548 +8%
OIA
317
OneDigital Investment Advisors
Kansas
$972K +$320K +6,823 +49%
RWB
318
RMR Wealth Builders
New Jersey
$956K -$666K -14,196 -41%
LFAS
319
Level Four Advisory Services
Texas
$955K -$365K -7,787 -28%
DC
320
Davenport & Co
Virginia
$940K +$129K +2,743 +16%
UWM
321
USAdvisors Wealth Management
Minnesota
$929K +$35.3K +753 +4%
UW
322
Unique Wealth
Florida
$900K +$552K +11,765 +159%
SPC
323
Sigma Planning Corp
Michigan
$898K +$21.1K +449 +2%
AAS
324
Ameritas Advisory Services
Nebraska
$880K +$438K +9,348 +99%
MFG
325
Mainsail Financial Group
Washington
$880K -$1.55M -33,002 -64%