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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$791K -$9.3K -196 -1%
FH
327
FWG Holdings
Florida
$788K -$319K -6,722 -29%
DOA
328
D'Orazio & Associates
Virginia
$752K +$64K +1,349 +9%
BFA
329
Ballast Financial Advisors
Pennsylvania
$742K +$55.6K +1,172 +8%
AF
330
Allworth Financial
California
$742K -$206K -4,342 -22%
EWA
331
EP Wealth Advisors
California
$723K +$419K +8,838 +135%
EWA
332
Emergent Wealth Advisors
New York
$694K +$483K +10,170 +222%
EFG
333
Elevated Financial Group
Indiana
$691K +$696K +14,668 New
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$689K +$683K +14,399 +6,315%
SFM
335
Signet Financial Management
New Jersey
$680K -$2.47K -52 -0.4%
CW
336
Cedarwood Wealth
Colorado
$678K +$147K +3,091 +27%
1CP
337
1015 Capital Partners
Pennsylvania
$659K +$23.7K +500 +4%
OIA
338
OneDigital Investment Advisors
Kansas
$653K -$15.8K -333 -2%
CD
339
Chapin Davis
Maryland
$641K – – –
BW
340
Balance Wealth
Ohio
$637K -$931K -19,616 -59%
TAR
341
Trask Adam Roland
$617K +$622K +13,100 New
BCI
342
Brinker Capital Investments
Pennsylvania
$605K -$659K -13,891 -52%
ASN
343
Advisory Services Network
Georgia
$605K +$9.73K +205 +2%
TC
344
Trust Company
Kansas
$588K +$221K +4,664 +60%
DAS
345
Dynamic Advisor Solutions
Arizona
$587K +$189K +3,980 +47%
AFP
346
Ausdal Financial Partners
Iowa
$579K +$26K +548 +5%
AW
347
Ankerstar Wealth
Texas
$575K -$145K -3,056 -20%
BS
348
BCI Securities
Florida
$569K +$243K +5,123 +73%
MFG
349
Mosaic Financial Group
Illinois
$562K +$5.17K +109 +0.9%
Northern Trust
350
Northern Trust
Illinois
$559K -$41.4K -873 -7%