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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
301
Davenport & Co
Virginia
$894K +$182K +3,816 +25%
GM
302
GeoWealth Management
Illinois
$889K -$81.9K -1,721 -8%
CCM
303
Coldstream Capital Management
Washington
$889K +$191K +4,011 +27%
KF
304
Krilogy Financial
Missouri
$876K +$230K +4,829 +36%
MW
305
Maia Wealth
Colorado
$865K -$793K -16,678 -48%
CWM
306
Capstone Wealth Management
Montana
$844K +$848K +17,820 New
SAI
307
Savvy Advisors Inc
New York
$810K -$353K -7,420 -30%
WANY
308
Wealthspire Advisors (New York)
New York
$805K -$60.4K -1,270 -7%
LSPW
309
Lake Street Private Wealth
Illinois
$765K +$125K +2,636 +19%
AW
310
Ankerstar Wealth
Texas
$726K +$727K +15,279 New
PFS
311
Prospera Financial Services
Texas
$721K -$109K -2,301 -13%
SPC
312
Sigma Planning Corp
Michigan
$702K +$7.28K +153 +1%
GWM
313
Geneos Wealth Management
Colorado
$702K +$56K +1,178 +9%
OFS
314
Opus Financial Solutions
Illinois
$697K +$700K +14,719 New
AWP
315
Axis Wealth Partners
Rhode Island
$697K +$29.7K +624 +4%
DOA
316
D'Orazio & Associates
Virginia
$693K -$17.7K -372 -2%
BFA
317
Ballast Financial Advisors
Pennsylvania
$691K +$694K +14,594 New
SFM
318
Signet Financial Management
New Jersey
$686K +$44.9K +943 +7%
WP
319
WealthPLAN Partners
Nebraska
$686K +$689K +14,492 New
OIA
320
OneDigital Investment Advisors
Kansas
$673K +$64.8K +1,361 +11%
SOS
321
Silver Oak Securities
Tennessee
$654K +$191K +4,018 +41%
MC
322
McCarthy & Cox
Ohio
$651K -$29.4M -618,081 -98%
CD
323
Chapin Davis
Maryland
$645K +$10.6K +223 +2%
1CP
324
1015 Capital Partners
Pennsylvania
$639K +$642K +13,488 New
OWA
325
Opal Wealth Advisors
New York
$637K +$640K +13,445 New
11 12
13
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