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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
326
Capstone Wealth Management
Montana
$877K +$17.2K +366 +2%
BC
327
Brio Consultants
California
$870K +$24.6K +524 +3%
CCWA
328
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$864K +$863K +18,399 New
DOA
329
D'Orazio & Associates
Virginia
$853K +$103K +2,190 +14%
MCA
330
Magnolia Capital Advisors
Mississippi
$844K +$347K +7,397 +70%
BAMG
331
Brand Asset Management Group
Missouri
$834K +$368K +7,843 +79%
CW
332
Cedarwood Wealth
Colorado
$832K +$157K +3,341 +23%
GWM
333
Geneos Wealth Management
Colorado
$832K +$19K +405 +2%
P
334
&Partners
Tennessee
$821K -$270K -5,748 -25%
AWP
335
Axis Wealth Partners
Rhode Island
$813K +$6.28K +134 +0.8%
SOS
336
Silver Oak Securities
Tennessee
$786K -$855K -18,241 -52%
FH
337
FWG Holdings
Florida
$785K +$8.86K +189 +1%
TC
338
Trust Company
Kansas
$771K +$185K +3,939 +32%
EWA
339
EP Wealth Advisors
California
$770K +$49.1K +1,046 +7%
ASN
340
Advisory Services Network
Georgia
$756K +$153K +3,266 +25%
BFA
341
Ballast Financial Advisors
Pennsylvania
$749K +$9.33K +199 +1%
DAS
342
Dynamic Advisor Solutions
Arizona
$746K +$160K +3,414 +27%
RIS
343
Richmond Investment Services
Wisconsin
$721K +$721K +15,367 New
CCP
344
Carmel Capital Partners
California
$713K +$713K +15,197 New
AF
345
Allworth Financial
California
$708K -$31.4K -669 -4%
LSPW
346
Lake Street Private Wealth
Illinois
$700K -$127K -2,706 -15%
EWA
347
Emergent Wealth Advisors
New York
$694K +$1.88K +40 +0.3%
FHC
348
First Heartland Consultants
Missouri
$676K +$139K +2,972 +26%
MW
349
Members Wealth
Pennsylvania
$669K +$668K +14,251 New
1CP
350
1015 Capital Partners
Pennsylvania
$662K +$5.02K +107 +0.8%
12 13
14
15 16