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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Security Financial Services
Indiana
$858K +$597K +11,392 +211%
FWM
27
Foresight Wealth Management
Utah
$804K -$114K -2,182 -12%
KWM
28
Kingsview Wealth Management
Oregon
$749K -$84.9K -1,620 -10%
HFM
29
Hartford Financial Management
Connecticut
$679K +$696K +13,292 New
FFA
30
Fragasso Financial Advisors
Pennsylvania
$677K
Mariner
31
Mariner
Kansas
$644K +$661K +12,611 New
TCA
32
Transcend Capital Advisors
New Jersey
$572K +$587K +11,209 New
LFG
33
Larson Financial Group
Missouri
$442K -$14.5K -276 -3%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$352K +$157 +3 +0%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$345K +$240K +4,591 +213%
CAL
36
Capital Analysts LLC
Pennsylvania
$305K +$34.3K +654 +12%
BAMG
37
Brand Asset Management Group
Missouri
$294K +$302K +5,766 New
Osaic Holdings
38
Osaic Holdings
Arizona
$274K -$27.9K -533 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$251K -$129K -2,462 -33%
IWC
40
Integrated Wealth Concepts
Massachusetts
$234K +$240K +4,575 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$228K +$234K +4,472 New
MWM
42
Mascoma Wealth Management
New Hampshire
$39K
BWP
43
Baldwin Wealth Partners
Massachusetts
$38K
FA
44
Financial Advantage
Maryland
$38K
HA
45
Herold Advisors
New York
$12.8K +$13.1K +250 New
T
46
TCWP
Ohio
$10K +$10.7K +205 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1K +$838 +16 New
CWS
49
Confluence Wealth Services
Pennsylvania
-$65K -1,202 Closed
CP
50
Castleview Partners
Texas
-$44.6K -852 -98%