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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
376
Fidelity Investments
Massachusetts
$500K +$473K +10,086 +1,795%
AW
377
Ankerstar Wealth
Texas
$486K -$87.8K -1,873 -15%
MCA
378
MSH Capital Advisors
Arizona
$480K +$480K +10,231 New
RFN
379
RDA Financial Network
Iowa
$472K +$31.4K +669 +7%
BWM
380
BAM Wealth Management
Colorado
$462K +$3.33K +71 +0.7%
WANY
381
Wealthspire Advisors (New York)
New York
$460K -$329K -7,005 -42%
UBS Group
382
UBS Group
Switzerland
$442K +$340K +7,245 +335%
FWP
383
Firethorn Wealth Partners
Georgia
$442K +$12.9K +276 +3%
Envestnet Portfolio Solutions
384
Envestnet Portfolio Solutions
Illinois
$436K +$435K +9,284 New
EFG
385
Elm3 Financial Group
Georgia
$421K +$7.97K +170 +2%
MCM
386
MAI Capital Management
Ohio
$416K -$25.4K -541 -6%
CL
387
Choreo LLC
Illinois
$415K +$117K +2,489 +39%
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$407K +$407K +8,678 New
LA
389
Layline Advisors
New York
$398K -$475K -10,135 -54%
FFA
390
Florida Financial Advisors
Florida
$382K +$54.1K +1,154 +16%
SWGC
391
Summit Wealth Group (Colorado)
Colorado
$380K – – –
LF
392
Lee Financial
Texas
$377K +$377K +8,034 New
SPI
393
Sutton Place Investors
New York
$372K -$24.8K -529 -6%
SAI
394
Savvy Advisors Inc
New York
$364K +$51.6K +1,100 +17%
WCM
395
WealthTrak Capital Management
Virginia
$363K -$188 -4 -0.1%
RWS
396
RASP Wealth Solutions
Indiana
$361K +$361K +7,698 New
RWM
397
Revisor Wealth Management
Ohio
$356K +$355K +7,578 New
SNBOSD
398
Security National Bank of So Dak
Iowa
$353K +$352K +7,513 New
PGF
399
Plan Group Financial
Oklahoma
$352K -$20.6K -439 -6%
SCM
400
Stonehearth Capital Management
Massachusetts
$349K -$6.66K -142 -2%