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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
26
First Pacific Financial
Washington
$97.3M +$3.14M +66,861 +3%
ML
27
McAdam LLC
Pennsylvania
$92.7M +$31M +662,048 +50%
CA
28
CGN Advisors
Kansas
$90.9M +$6.35M +135,301 +8%
SC
29
Savant Capital
Illinois
$90.4M -$7.9M -168,401 -8%
GSAM
30
Grant Street Asset Management
Pennsylvania
$85.3M +$2.72M +57,918 +3%
FWC
31
First Washington Corp
Washington
$81.6M +$9.02M +192,323 +12%
APP
32
Avantax Planning Partners
Iowa
$81M +$2.38M +50,648 +3%
BWL
33
Bogart Wealth LLC
Virginia
$80.5M +$6.82M +145,371 +9%
CAL
34
Capital Analysts LLC
Pennsylvania
$78M +$5.13M +109,394 +7%
DBRC
35
D.B. Root & Company
Pennsylvania
$76.9M +$4.55M +96,929 +6%
HFS
36
Hughes Financial Services
Virginia
$76.1M +$5.33M +113,708 +8%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$73.6M +$3.69M +78,632 +5%
ACG
38
Allen Capital Group
Nebraska
$72M +$2.98M +63,461 +4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$69.6M +$5.42M +115,551 +8%
DWP
40
Daymark Wealth Partners
Ohio
$69M +$33.8M +720,957 +96%
MML Investors Services
41
MML Investors Services
Massachusetts
$64.7M +$27.2M +579,225 +73%
Corient Private Wealth
42
Corient Private Wealth
Florida
$64.5M +$16.1M +342,291 +33%
EWS
43
Evergreen Wealth Solutions
Pennsylvania
$64.1M +$33.8M +721,271 +109%
SPA
44
Sentinel Pension Advisors
Massachusetts
$62.1M +$3.28M +70,017 +6%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$61.8M +$6.64M +141,683 +12%
WWM
46
Wiser Wealth Management
Georgia
$61.7M +$1.39M +29,628 +2%
SFG
47
SNS Financial Group
Minnesota
$61.4M +$22.4M +476,896 +57%
BFG
48
Bouchey Financial Group
New York
$59.2M +$16.3M +348,268 +38%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$56.5M +$12.2M +260,283 +28%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$55.3M +$9.92M +211,466 +22%