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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
401
StoneX Group
New York
$334K +$334K +7,117 New
WFG
402
Wills Financial Group
Virginia
$333K – – –
MFA
403
Mayflower Financial Advisors
Massachusetts
$333K – – –
SWM
404
Silverlake Wealth Management
Vermont
$324K -$234 -5 -0.1%
SWP
405
Semus Wealth Partners
Florida
$321K +$14.7K +314 +5%
BW
406
Bravera Wealth
North Dakota
$314K -$1.92K -41 -0.6%
CWM
407
Carolina Wealth Management
North Carolina
$303K +$303K +6,458 New
QFPS
408
Quantum Financial Planning Services
Washington
$301K +$301K +6,420 New
ICP
409
Impact Capital Partners
Colorado
$298K +$3.56K +76 +1%
CFA
410
Cahill Financial Advisors
Minnesota
$295K +$32.2K +687 +12%
SAG
411
SageView Advisory Group
California
$289K -$703 -15 -0.2%
MIM
412
Martin Investment Management
Florida
$287K – – –
SFC
413
Strategic Financial Concepts
Texas
$282K +$28.2K +601 +11%
JFGLC
414
Johnson Financial Group LLC (Colorado)
Colorado
$282K +$282K +6,010 New
SA
415
Skyline Advisors
Washington
$281K +$280K +5,978 New
NPT
416
National Philanthropic Trust
Pennsylvania
$278K +$278K +5,920 New
FFA
417
Fortune Financial Advisors
Kansas
$271K +$1.03K +22 +0.4%
NWWA
418
New Wave Wealth Advisors
Arkansas
$270K +$7.93K +169 +3%
BCI
419
Brinker Capital Investments
Pennsylvania
$267K -$336K -7,164 -56%
AQR Capital Management
420
AQR Capital Management
Connecticut
$267K +$47.8K +1,020 +22%
OWA
421
Opal Wealth Advisors
New York
$265K -$38.7K -825 -13%
LW
422
Linscomb Wealth
Texas
$259K – – –
PFG
423
Putney Financial Group
California
$256K +$256K +5,464 New
MOS
424
MGO One Seven
Ohio
$255K +$10.6K +226 +4%
SNBOSCI
425
Security National Bank of Sioux City Iowa
Iowa
$255K +$255K +5,428 New