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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
376
MSH Capital Advisors
Arizona
$480K +$480K +10,231 New
RFN
377
RDA Financial Network
Iowa
$472K +$31.4K +669 +7%
BWM
378
BAM Wealth Management
Colorado
$462K +$3.33K +71 +0.7%
WANY
379
Wealthspire Advisors (New York)
New York
$460K -$329K -7,005 -42%
UBS Group
380
UBS Group
Switzerland
$442K +$340K +7,245 +335%
FWP
381
Firethorn Wealth Partners
Georgia
$442K +$12.9K +276 +3%
Envestnet Portfolio Solutions
382
Envestnet Portfolio Solutions
Illinois
$436K +$435K +9,284 New
EFG
383
Elm3 Financial Group
Georgia
$421K +$7.97K +170 +2%
MCM
384
MAI Capital Management
Ohio
$416K -$25.4K -541 -6%
CL
385
Choreo LLC
Illinois
$415K +$117K +2,489 +39%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$407K +$407K +8,678 New
LA
387
Layline Advisors
New York
$398K +$398K +8,488 New
FFA
388
Florida Financial Advisors
Florida
$382K +$54.1K +1,154 +16%
SWGC
389
Summit Wealth Group (Colorado)
Colorado
$380K
LF
390
Lee Financial
Texas
$377K +$377K +8,034 New
SPI
391
Sutton Place Investors
New York
$372K -$24.8K -529 -6%
SAI
392
Savvy Advisors Inc
New York
$364K +$51.6K +1,100 +17%
WCM
393
WealthTrak Capital Management
Virginia
$363K -$188 -4 -0.1%
RWS
394
RASP Wealth Solutions
Indiana
$361K +$361K +7,698 New
RWM
395
Revisor Wealth Management
Ohio
$356K +$355K +7,578 New
PGF
396
Plan Group Financial
Oklahoma
$352K -$20.6K -439 -6%
SCM
397
Stonehearth Capital Management
Massachusetts
$349K -$6.66K -142 -2%
SG
398
StoneX Group
New York
$334K +$334K +7,117 New
WFG
399
Wills Financial Group
Virginia
$333K
MFA
400
Mayflower Financial Advisors
Massachusetts
$333K