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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
26
Hartford Financial Management
Connecticut
$25.6M +$3.3M +70,872 +15%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$25.6M +$6.24M +134,159 +32%
CAL
28
Capital Analysts LLC
Pennsylvania
$24.5M +$714K +15,337 +3%
SFI
29
SPC Financial Inc
Maryland
$24M +$611K +13,138 +3%
MC
30
McCarthy & Cox
Ohio
$20.5M +$20.5M +440,063 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$20.1M +$17M +366,344 +563%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$19.7M +$4.14M +89,066 +27%
FPCG
33
Forum Private Client Group
Indiana
$19.4M +$3.11M +66,866 +19%
REMPR
34
Roof Eidam Maycock Peralta (REMP)
California
$18.6M +$1.27M +27,251 +7%
CA
35
Continuum Advisory
Idaho
$18.4M +$1.65M +35,524 +10%
BFG
36
Berger Financial Group
Minnesota
$18.2M +$18.2M +390,333 New
Truist Financial
37
Truist Financial
North Carolina
$17.2M +$2.04M +43,878 +14%
SCM
38
Steele Capital Management
Iowa
$17.1M +$2.51M +54,030 +17%
GC
39
Gratus Capital
Georgia
$15.8M +$874K +18,785 +6%
PWA
40
Peterson Wealth Advisors
Utah
$15.5M +$1.21M +26,068 +9%
ACA
41
Aptus Capital Advisors
Alabama
$14.5M -$579K -12,451 -4%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.5M -$601K -12,922 -4%
HIP
43
HUB Investment Partners
Texas
$14.3M +$272K +5,847 +2%
DWP
44
Daymark Wealth Partners
Ohio
$14.3M -$1.39M -29,786 -9%
JCM
45
Janney Capital Management
Pennsylvania
$14.3M -$499K -10,727 -3%
Stifel Financial
46
Stifel Financial
Missouri
$13.8M -$10.5M -226,669 -43%
KV
47
Kickstand Ventures
New York
$13.5M -$754K -16,214 -5%
VWA
48
Visionary Wealth Advisors
Illinois
$13.3M +$1.78M +38,359 +16%
TLP
49
Trinity Legacy Partners
Texas
$13.1M +$1.5M +32,264 +13%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M -$3.96M -85,141 -23%