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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$58.8M +$6.94M +149,403 +14%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$58.6M +$3.77M +81,168 +7%
SPA
28
Sentinel Pension Advisors
Massachusetts
$55.6M +$2.92M +62,931 +6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$52.2M +$2.58M +55,481 +5%
ACG
30
Allen Capital Group
Nebraska
$51.5M +$3.51M +75,500 +7%
ML
31
McAdam LLC
Pennsylvania
$50.3M +$31.3M +673,652 +170%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$48M -$25.4M -547,017 -35%
WWM
33
Wiser Wealth Management
Georgia
$46.4M +$1.67M +35,897 +4%
HG
34
Harbor Group
New Hampshire
$44.8M +$1.25M +27,014 +3%
APP
35
Avantax Planning Partners
Iowa
$42.5M +$16.4M +353,945 +65%
TWM
36
Tradition Wealth Management
Minnesota
$40.6M +$1.29M +27,808 +3%
ABWM
37
Alpine Bank Wealth Management
Colorado
$40.2M +$39.7M +854,215 New
BFG
38
Berger Financial Group
Minnesota
$39.5M +$1.39M +29,941 +4%
MWM
39
Modern Wealth Management
Kansas
$38.2M +$28.8M +619,947 +322%
SC
40
SouthState Corp
Florida
$37.8M -$7.27M -156,553 -16%
JGCM
41
Joseph Group Capital Management
Ohio
$36.8M +$684K +14,723 +2%
BFG
42
Bouchey Financial Group
New York
$34.4M +$34M +731,461 New
Cerity Partners
43
Cerity Partners
New York
$33.4M +$13.2M +283,151 +66%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.1M +$1.12M +24,011 +4%
AFA
45
Arlington Financial Advisors
California
$32.7M +$8.54M +183,789 +36%
HFM
46
Hartford Financial Management
Connecticut
$32.2M +$2.95M +63,512 +10%
AWE
47
Avidian Wealth Enterprises
Texas
$28.8M +$1.69M +36,437 +6%
RHP
48
Royal Harbor Partners
Texas
$28.7M +$253K +5,446 +0.9%
MC
49
McCarthy & Cox
Ohio
$28.6M +$1.13M +24,430 +4%
VAMG
50
Voisard Asset Management Group
Michigan
$28.5M -$2M -42,994 -7%