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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Stonehearth Capital Management
Massachusetts
$357K +$15.7K +331 +5%
UW
377
Unique Wealth
Florida
$349K +$352K +7,413 New
MFA
378
Mayflower Financial Advisors
Massachusetts
$334K +$336K +7,085 New
WFG
379
Wills Financial Group
Virginia
$332K +$3.37K +71 +1%
FFA
380
Florida Financial Advisors
Florida
$329K +$99.1K +2,089 +43%
DAS
381
Diversify Advisory Services
Utah
$329K -$1.09M -22,969 -77%
SWM
382
Silverlake Wealth Management
Vermont
$325K +$34K +716 +12%
BW
383
Bravera Wealth
North Dakota
$317K +$68.3K +1,439 +27%
SAI
384
Savvy Advisors Inc
New York
$314K -$496K -10,447 -61%
SWP
385
Semus Wealth Partners
Florida
$308K +$30.5K +642 +11%
OWA
386
Opal Wealth Advisors
New York
$305K -$331K -6,973 -52%
RL
387
Retireful LLC
Michigan
$303K +$305K +6,433 New
CL
388
Choreo LLC
Illinois
$299K – – –
CCFM
389
Clear Creek Financial Management
Washington
$296K – – –
ICP
390
Impact Capital Partners
Colorado
$295K +$298K +6,274 New
MFG
391
Merit Financial Group
Georgia
$293K -$3.7K -78 -1%
SAG
392
SageView Advisory Group
California
$291K +$3.23K +68 +1%
MIM
393
Martin Investment Management
Florida
$288K +$66.9K +1,410 +30%
FFA
394
Fortune Financial Advisors
Kansas
$270K +$272K +5,741 New
EWA
395
Exit Wealth Advisors
Georgia
$269K +$271K +5,717 New
CFA
396
Cahill Financial Advisors
Minnesota
$264K -$198K -4,179 -43%
NWWA
397
New Wave Wealth Advisors
Arkansas
$263K +$3.18K +67 +1%
Mercer Global Advisors
398
Mercer Global Advisors
Colorado
$263K +$34.4K +725 +15%
LW
399
Linscomb Wealth
Texas
$259K -$15.9K -336 -6%
CSP
400
Cary Street Partners
Virginia
$257K +$196K +4,121 +310%