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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
26
FAS Wealth Partners
Kansas
$8.04M -$1.94M -41,244 -20%
LWMNY
27
Landmark Wealth Management (New York)
New York
$6.17M +$1.14M +24,351 +23%
DWP
28
Destiny Wealth Partners
Florida
$5.79M +$478K +10,174 +9%
MPWT
29
MassMutual Private Wealth & Trust
Connecticut
$5.53M +$378K +8,061 +7%
MOS
30
MGO One Seven
Ohio
$5.4M +$5.35M +113,928 New
T
31
TCWP
Ohio
$5.4M +$5.35M +113,928 New
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$4.85M +$4.45M +94,869 +1,264%
FPCG
33
Forum Private Client Group
Indiana
$4.6M +$4.56M +97,164 New
Stifel Financial
34
Stifel Financial
Missouri
$4.32M +$910K +19,380 +27%
OMC
35
Old Mission Capital
Illinois
$4.22M -$65.4K -1,393 -2%
MG
36
Mather Group
Illinois
$4.04M -$84K -1,789 -2%
CP
37
Capital Planning
Washington
$4.01M +$132K +2,812 +3%
DWP
38
Daymark Wealth Partners
Ohio
$3.39M +$2.63M +56,098 +363%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.09M +$829K +17,656 +37%
IGWM
40
ICA Group Wealth Management
Colorado
$3.04M +$132K +2,814 +5%
FF
41
Financial Futures
New Jersey
$2.88M +$2.85M +60,722 New
DT
42
Daniels + Tansey
Delaware
$2.75M +$154K +3,284 +6%
CA
43
Cetera Advisors
Colorado
$2.13M +$1.83M +38,916 +640%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$1.96M -$122K -2,601 -6%
CAWM
45
Capital Advisors Wealth Management
Washington
$1.87M +$891K +18,978 +93%
LWM
46
Lionsbridge Wealth Management
Florida
$1.79M +$1.78M +37,822 New
TPA
47
Trivium Point Advisory
Connecticut
$1.76M +$1.74M +37,130 New
CHA
48
Cooper/Haims Advisors
New York
$1.72M -$7.16M -152,502 -81%
HFM
49
Hartford Financial Management
Connecticut
$1.61M +$155K +3,299 +11%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$1.5M +$915K +19,492 +159%