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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
301
Elevation Wealth Management
Minnesota
$1.21M +$31.4K +662 +3%
FIA
302
Foundations Investment Advisors
Arizona
$1.2M +$838K +17,648 +223%
HBW
303
Hazlett, Burt & Watson
West Virginia
$1.15M +$539K +11,359 +89%
XPN
304
XY Planning Network
Montana
$1.12M +$582K +12,259 +105%
P
305
&Partners
Tennessee
$1.09M +$3.8K +80 +0.3%
IWN
306
Independent Wealth Network
Iowa
$1.06M +$33.2K +699 +3%
GM
307
GeoWealth Management
Illinois
$1.04M +$160K +3,368 +18%
PFS
308
Prospera Financial Services
Texas
$1.03M +$314K +6,621 +43%
FCFC
309
First Citizens Financial Corp
Iowa
$987K -$17.8K -375 -2%
KCIC
310
Kuhn & Co Investment Counsel
Illinois
$971K +$56.9K +1,200 +6%
BWP
311
Balboa Wealth Partners
Arizona
$945K +$953K +20,080 New
SWM
312
SeaCrest Wealth Management
New York
$937K +$38.7K +815 +4%
OFS
313
Opus Financial Solutions
Illinois
$917K +$226K +4,758 +32%
TPWA
314
Twin Peaks Wealth Advisors
California
$912K -$11.2K -235 -1%
UWM
315
USAdvisors Wealth Management
Minnesota
$893K +$3.04K +64 +0.3%
MSFP
316
Mark Sheptoff Financial Planning
Connecticut
$889K +$902K +19,000 New
SPC
317
Sigma Planning Corp
Michigan
$879K +$182K +3,841 +26%
LA
318
Layline Advisors
New York
$877K +$884K +18,623 New
CWM
319
Capstone Wealth Management
Montana
$864K +$27.4K +578 +3%
BC
320
Brio Consultants
California
$843K +$245K +5,162 +40%
LSPW
321
Lake Street Private Wealth
Illinois
$829K +$69K +1,454 +9%
GWM
322
Geneos Wealth Management
Colorado
$815K +$118K +2,494 +17%
DC
323
Davenport & Co
Virginia
$814K -$75.2K -1,585 -8%
AWP
324
Axis Wealth Partners
Rhode Island
$809K +$117K +2,471 +17%
KF
325
Krilogy Financial
Missouri
$809K -$60K -1,264 -7%
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