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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
351
Detalus Advisors
Missouri
$550K +$555K +11,690 New
FHC
352
First Heartland Consultants
Missouri
$538K +$182K +3,833 +50%
FAB
353
First American Bank
Illinois
$525K +$529K +11,148 New
PAG
354
Private Advisor Group
New Jersey
$518K +$3.75K +79 +0.7%
AIM
355
Anchor Investment Management
South Carolina
$504K – – –
MCA
356
Magnolia Capital Advisors
Mississippi
$498K +$37.9K +799 +8%
JWCA
357
J.W. Cole Advisors
Florida
$493K +$87K +1,834 +21%
AWMI
358
Aegis Wealth Management (Iowa)
Iowa
$486K +$98.4K +2,074 +25%
MW
359
Maia Wealth
Colorado
$477K -$377K -7,954 -44%
BAMG
360
Brand Asset Management Group
Missouri
$467K +$120K +2,522 +34%
BWM
361
BAM Wealth Management
Colorado
$460K +$19.6K +413 +4%
MCM
362
MAI Capital Management
Ohio
$443K +$35.7K +752 +9%
AAS
363
Ameritas Advisory Services
Nebraska
$442K +$2.09K +44 +0.5%
RFN
364
RDA Financial Network
Iowa
$442K +$74.7K +1,574 +20%
NB
365
Nicolet Bankshares
Wisconsin
$433K +$437K +9,200 New
FWP
366
Firethorn Wealth Partners
Georgia
$430K +$25.5K +538 +6%
RIA
367
Regal Investment Advisors
Michigan
$420K +$56.9K +1,199 +16%
EFG
368
Elm3 Financial Group
Georgia
$415K +$4.84K +102 +1%
SPI
369
Sutton Place Investors
New York
$398K -$11.1K -234 -3%
STA
370
Summit Trail Advisors
New York
$398K +$92.9K +1,958 +30%
Goldman Sachs
371
Goldman Sachs
New York
$396K -$733K -15,443 -65%
HP
372
Holistic Planning
Texas
$384K -$209K -4,404 -35%
SWGC
373
Summit Wealth Group (Colorado)
Colorado
$381K – – –
PGF
374
Plan Group Financial
Oklahoma
$374K +$37K +779 +11%
WCM
375
WealthTrak Capital Management
Virginia
$364K – – –