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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.67M +$2.48M +51,628 +181%
DWP
27
Destiny Wealth Partners
Florida
$3.41M -$21.5K -449 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$2.96M -$474K -9,871 -13%
DT
29
Daniels + Tansey
Delaware
$2.8M -$409K -8,533 -12%
HIM
30
Hotaling Investment Management
Pennsylvania
$2.74M +$7.67K +160 +0.3%
HFM
31
Hartford Financial Management
Connecticut
$2.21M +$1.07M +22,362 +87%
DIM
32
Delta Investment Management
California
$1.65M +$33.1K +690 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$1.47M -$80.1K -1,669 -5%
IGWM
34
ICA Group Wealth Management
Colorado
$1.45M +$1.12M +23,300 +282%
IA
35
IFP Advisors
Florida
$1.43M +$274K +5,707 +26%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.26M +$337K +7,020 +34%
GWANC
37
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M +$177K +3,683 +16%
ACA
38
Aptus Capital Advisors
Alabama
$1.23M +$174K +3,631 +16%
JJBC
39
James J. Burns & Company
New York
$1.03M +$1.08M +22,454 New
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$1.02M +$1.07M +22,317 New
MG
41
Mather Group
Illinois
$1.01M +$1.05M +21,919 New
AWM
42
Apollon Wealth Management
South Carolina
$972K -$527K -10,989 -34%
ICM
43
IMS Capital Management
Oregon
$797K +$480 +10 +0.1%
SFS
44
Security Financial Services
Indiana
$723K +$3.31K +69 +0.4%
MML Investors Services
45
MML Investors Services
Massachusetts
$691K -$15.7K -327 -2%
FWM
46
Foresight Wealth Management
Utah
$661K -$50.6K -1,054 -7%
CAWM
47
Capital Advisors Wealth Management
Washington
$660K +$451K +9,405 +188%
FFA
48
Fragasso Financial Advisors
Pennsylvania
$615K +$6.67K +139 +1%
KWM
49
Kingsview Wealth Management
Oregon
$579K -$243K -5,067 -29%
LFG
50
Larson Financial Group
Missouri
$510K -$14.8K -309 -3%