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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
326
Opal Wealth Advisors
New York
$637K +$640K +13,445 New
HBW
327
Hazlett, Burt & Watson
West Virginia
$611K +$322K +6,777 +113%
BC
328
Brio Consultants
California
$608K -$32.1K -674 -5%
Northern Trust
329
Northern Trust
Illinois
$603K +$606K +12,740 New
ASN
330
Advisory Services Network
Georgia
$598K -$26K -547 -4%
HP
331
Holistic Planning
Texas
$595K +$598K +12,567 New
Comerica Bank
332
Comerica Bank
Texas
$573K +$174K +3,654 +43%
MFG
333
Mosaic Financial Group
Illinois
$560K -$24.3K -511 -4%
AFP
334
Ausdal Financial Partners
Iowa
$556K +$250K +5,254 +81%
XPN
335
XY Planning Network
Montana
$551K +$154K +3,230 +38%
CW
336
Cedarwood Wealth
Colorado
$537K +$538K +11,300 New
PAG
337
Private Advisor Group
New Jersey
$517K +$52.3K +1,100 +11%
AIM
338
Anchor Investment Management
South Carolina
$507K – – –
CFA
339
Cahill Financial Advisors
Minnesota
$463K +$245K +5,153 +111%
MCA
340
Magnolia Capital Advisors
Mississippi
$463K +$128K +2,698 +38%
BWM
341
BAM Wealth Management
Colorado
$444K -$30.4K -638 -6%
AAS
342
Ameritas Advisory Services
Nebraska
$443K -$7.23K -152 -2%
Qube Research & Technologies (QRT)
343
Qube Research & Technologies (QRT)
United Kingdom
$441K +$210K +4,418 +90%
EFA
344
Edge Financial Advisors
Illinois
$413K +$108K +2,261 +35%
EFG
345
Elm3 Financial Group
Georgia
$412K +$48.8K +1,026 +13%
SPI
346
Sutton Place Investors
New York
$412K +$8.94K +188 +2%
DWM
347
Diversify Wealth Management
Utah
$411K – – –
MCM
348
MAI Capital Management
Ohio
$410K +$150K +3,150 +57%
JWCA
349
J.W. Cole Advisors
Florida
$409K +$90.2K +1,895 +28%
FWP
350
Firethorn Wealth Partners
Georgia
$407K +$8.85K +186 +2%