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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
AllGen Financial Advisors
Florida
$39.4M -$9.82M -206,753 -20%
CF
27
Corrigan Financial
Rhode Island
$33.9M +$4.7M +99,008 +16%
JGCM
28
Joseph Group Capital Management
Ohio
$33.7M +$33.2M +698,632 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$33.4M +$4.06M +85,498 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$33.4M -$7.22M -152,009 -18%
TWM
31
Tradition Wealth Management
Minnesota
$30.7M +$1.78M +37,411 +6%
MC
32
McCarthy & Cox
Ohio
$29.2M +$7.35M +154,831 +34%
HFM
33
Hartford Financial Management
Connecticut
$28.9M +$302K +6,353 +1%
Stifel Financial
34
Stifel Financial
Missouri
$27.5M +$13.2M +277,823 +95%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$27.3M +$1.69M +35,475 +7%
CAL
36
Capital Analysts LLC
Pennsylvania
$27.3M +$1.25M +26,361 +5%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$26.5M +$26.1M +549,740 New
DWP
38
Destiny Wealth Partners
Florida
$26.5M -$1.52M -32,004 -6%
KAS
39
Kestra Advisory Services
Texas
$26.4M +$19.7M +415,290 +317%
PCMC
40
Private Capital Management (Colorado)
Colorado
$25.7M +$17.1M +360,858 +209%
SFI
41
SPC Financial Inc
Maryland
$24.9M -$586K -12,345 -2%
FPCG
42
Forum Private Client Group
Indiana
$24.3M +$1.72M +36,309 +8%
FCG
43
Financial Connections Group
California
$21.8M +$2.85M +59,897 +15%
SCM
44
Steele Capital Management
Iowa
$21.7M +$3.04M +64,010 +17%
CA
45
Continuum Advisory
Idaho
$21.7M +$2.8M +59,035 +14%
RHP
46
Royal Harbor Partners
Texas
$20.2M +$1.06M +22,250 +6%
Truist Financial
47
Truist Financial
North Carolina
$20.2M +$1.83M +38,477 +10%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$20.1M +$951K +20,024 +5%
IC
49
Innealta Capital
Texas
$19.9M +$2.25M +47,376 +13%
JFGIW
50
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19M +$727K +15,302 +4%