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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$54.8M +$4.11M +88,398 +8%
SPA
27
Sentinel Pension Advisors
Massachusetts
$52.6M +$4.18M +89,939 +9%
CAL
28
Capital Analysts LLC
Pennsylvania
$51.8M +$22.4M +481,451 +78%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$49.6M +$19.4M +418,230 +66%
ACG
30
Allen Capital Group
Nebraska
$47.9M +$47.4M +1,019,115 New
SC
31
SouthState Corp
Florida
$45.2M +$44.7M +960,209 New
WWM
32
Wiser Wealth Management
Georgia
$44.7M +$2.68M +57,733 +6%
HG
33
Harbor Group
New Hampshire
$43.5M +$1.43M +30,652 +3%
TWM
34
Tradition Wealth Management
Minnesota
$39.2M +$2.35M +50,466 +6%
AFA
35
AllGen Financial Advisors
Florida
$39.2M +$690K +14,838 +2%
BFG
36
Berger Financial Group
Minnesota
$38.1M +$24.7M +530,365 +190%
CF
37
Corrigan Financial
Rhode Island
$37.2M +$2.96M +63,734 +9%
JGCM
38
Joseph Group Capital Management
Ohio
$36.1M +$609K +13,086 +2%
SC
39
Savant Capital
Illinois
$34.6M +$20.1M +431,602 +142%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$32M +$1.5M +32,189 +5%
VAMG
41
Voisard Asset Management Group
Michigan
$30.5M -$2.59M -55,802 -8%
HFM
42
Hartford Financial Management
Connecticut
$29.2M +$265K +5,692 +0.9%
RHP
43
Royal Harbor Partners
Texas
$28.4M -$1.08M -23,254 -4%
MC
44
McCarthy & Cox
Ohio
$27.5M +$752K +16,163 +3%
AWE
45
Avidian Wealth Enterprises
Texas
$27.1M +$26.8M +576,437 New
KAS
46
Kestra Advisory Services
Texas
$27.1M -$16.5K -354 -0.1%
FPCG
47
Forum Private Client Group
Indiana
$26.7M +$1.31M +28,182 +5%
DWP
48
Destiny Wealth Partners
Florida
$26.6M -$339K -7,283 -1%
SFI
49
SPC Financial Inc
Maryland
$26.4M +$1.29M +27,644 +5%
HSG
50
Helen Stephens Group
Texas
$25.9M +$3.9M +83,917 +18%