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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
401
Strategic Financial Concepts
Texas
$255K +$257K +5,411 New
BFWM
402
Bright Futures Wealth Management
New York
$254K +$256K +5,390 New
MOS
403
MGO One Seven
Ohio
$245K -$16.6K -350 -6%
Renaissance Technologies
404
Renaissance Technologies
New York
$243K +$245K +5,172 New
WA
405
Waverly Advisors
Alabama
$242K +$35.8K +754 +17%
XT
406
XTX Topco
Cayman Islands
$240K +$242K +5,090 New
MEAC
407
M.E. Allison & Co
Texas
$237K – – –
MC
408
Mathes Company
New York
$235K – – –
WA
409
WESPAC Advisors
California
$234K – – –
BWA
410
Boulder Wealth Advisors
Colorado
$227K -$5.54M -116,833 -96%
AQR Capital Management
411
AQR Capital Management
Connecticut
$220K +$222K +4,668 New
WIP
412
WealthCare Investment Partners
Rhode Island
$216K +$218K +4,599 New
NLWP
413
Next Level Wealth Planning
Idaho
$212K – – –
BFA
414
Beacon Financial Advisory
Ohio
$209K +$211K +4,440 New
AWM
415
Aprio Wealth Management
Georgia
$206K +$207K +4,372 New
FFA
416
Fragasso Financial Advisors
Pennsylvania
$200K +$202K +4,263 New
FFG
417
Forum Finance Group
$197K +$250K +5,260 New
BDPWM
418
Barnes Dennig Private Wealth Management
Ohio
$172K +$37.4K +789 +28%
OHWP
419
Oak Harbor Wealth Partners
North Carolina
$168K +$133K +2,797 +367%
CICI
420
Capital Investment Counsel Inc
North Carolina
$160K – – –
LFA
421
LGT Financial Advisors
Texas
$160K +$15.9K +334 +11%
MA
422
MCF Advisors
Kentucky
$146K +$148K +3,110 New
WTC
423
WhitTier Trust Company
Nevada
$130K +$5.55K +117 +4%
AssetMark Inc
424
AssetMark Inc
California
$127K -$113K -2,379 -47%
SL
425
Salomon & Ludwin
Virginia
$118K -$5.17K -109 -4%