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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
301
Masso Torrence Wealth Management
New Jersey
$389K +$94 +2 +0%
WB
302
WesBanco Bank
West Virginia
$381K -$74K -1,573 -16%
KIM
303
Kestra Investment Management
Texas
$381K +$37.8K +804 +11%
PAWA
304
Palo Alto Wealth Advisors
California
$374K -$343K -7,296 -48%
PA
305
PFG Advisors
Arizona
$374K +$3.39K +72 +0.9%
SWM
306
SeaCrest Wealth Management
New York
$372K +$369K +7,844 New
DAS
307
Dynamic Advisor Solutions
Arizona
$367K +$55.6K +1,182 +18%
WCM
308
WealthTrak Capital Management
Virginia
$365K +$9.79K +208 +3%
EFG
309
Elm3 Financial Group
Georgia
$365K -$32.5K -690 -8%
RFN
310
RDA Financial Network
Iowa
$362K +$23.4K +498 +7%
SCM
311
Stonehearth Capital Management
Massachusetts
$362K +$3.48K +74 +1%
NWWA
312
New Wave Wealth Advisors
Arkansas
$358K +$4.38K +93 +1%
MCA
313
Magnolia Capital Advisors
Mississippi
$337K +$333K +7,082 New
WFG
314
Wills Financial Group
Virginia
$333K +$941 +20 +0.3%
SWP
315
Sagespring Wealth Partners
Tennessee
$330K +$327K +6,947 New
FHC
316
First Heartland Consultants
Missouri
$326K +$72.6K +1,543 +29%
TGAM
317
TBH Global Asset Management
Tennessee
$323K +$320K +6,790 New
JWCA
318
J.W. Cole Advisors
Florida
$321K +$33.3K +707 +12%
GIA
319
Gladstone Institutional Advisory
Florida
$319K -$21.2K -451 -6%
STA
320
Summit Trail Advisors
New York
$309K – – –
AFP
321
Ausdal Financial Partners
Iowa
$308K +$3.01K +64 +1%
EFA
322
Edge Financial Advisors
Illinois
$307K +$304K +6,454 New
IWC
323
Integrated Wealth Concepts
Massachusetts
$307K +$304K +6,451 New
MOS
324
MGO One Seven
Ohio
$303K +$300K +6,380 New
CL
325
Choreo LLC
Illinois
$302K – – –
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13
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