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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Wiser Wealth Management
Georgia
$41.1M -$1.85M -39,425 -4%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$39.6M +$35.2M +751,502 +699%
PCMC
28
Private Capital Management (Colorado)
Colorado
$39.2M +$14.9M +318,318 +60%
AFA
29
AllGen Financial Advisors
Florida
$37.7M +$37.8K +807 +0.1%
TWM
30
Tradition Wealth Management
Minnesota
$36.1M +$6.9M +147,258 +23%
JGCM
31
Joseph Group Capital Management
Ohio
$34.7M +$2.57M +54,777 +8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$33.9M +$2.06M +43,908 +6%
CF
33
Corrigan Financial
Rhode Island
$33.5M +$1.12M +23,805 +3%
VAMG
34
Voisard Asset Management Group
Michigan
$32.5M -$6.37M -135,904 -16%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$29.8M +$4.57M +97,583 +18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$29.3M +$3.32M +70,887 +13%
RHP
37
Royal Harbor Partners
Texas
$28.9M +$9.77M +208,507 +50%
CAL
38
Capital Analysts LLC
Pennsylvania
$28.5M +$2.54M +54,139 +10%
HFM
39
Hartford Financial Management
Connecticut
$28.3M +$739K +15,754 +3%
KAS
40
Kestra Advisory Services
Texas
$26.5M +$1.36M +29,013 +5%
DWP
41
Destiny Wealth Partners
Florida
$26.4M +$1.14M +24,266 +4%
MC
42
McCarthy & Cox
Ohio
$26.2M -$1.76M -37,639 -6%
FPCG
43
Forum Private Client Group
Indiana
$24.8M +$1.7M +36,363 +7%
Truist Financial
44
Truist Financial
North Carolina
$24.6M +$5.4M +115,113 +27%
SFI
45
SPC Financial Inc
Maryland
$24.6M +$773K +16,497 +3%
SCM
46
Steele Capital Management
Iowa
$24.2M +$3.43M +73,101 +16%
KFG
47
Kelly Financial Group
Connecticut
$22.3M +$22.6M +481,968 New
HSG
48
Helen Stephens Group
Texas
$21.5M +$13.4M +285,475 +158%
FCG
49
Financial Connections Group
California
$21.3M +$435K +9,270 +2%
CA
50
Continuum Advisory
Idaho
$21.2M -$309K -6,589 -1%