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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$67.6M +$14.7M +312,814 +28%
DBRC
27
D.B. Root & Company
Pennsylvania
$66.1M +$5.88M +124,872 +10%
CAL
28
Capital Analysts LLC
Pennsylvania
$66M +$6.48M +137,592 +11%
MWM
29
Modern Wealth Management
Kansas
$64.5M +$25.6M +544,277 +67%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$62.4M +$3.18M +67,551 +5%
HFS
31
Hughes Financial Services
Virginia
$62.1M +$2.13M +45,353 +4%
SPA
32
Sentinel Pension Advisors
Massachusetts
$60.2M +$3.92M +83,359 +7%
ML
33
McAdam LLC
Pennsylvania
$55M +$4.07M +86,557 +8%
ACG
34
Allen Capital Group
Nebraska
$54.9M +$2.85M +60,496 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$53.9M +$5.33M +113,171 +11%
WWM
36
Wiser Wealth Management
Georgia
$53.3M +$6.37M +135,398 +14%
HG
37
Harbor Group
New Hampshire
$47M +$1.7M +36,205 +4%
BFG
38
Berger Financial Group
Minnesota
$40.2M +$274K +5,831 +0.7%
FWC
39
First Washington Corp
Washington
$39M +$38.6M +819,415 New
JGCM
40
Joseph Group Capital Management
Ohio
$38.3M +$1.16M +24,742 +3%
BFG
41
Bouchey Financial Group
New York
$36.5M +$1.72M +36,652 +5%
Cerity Partners
42
Cerity Partners
New York
$35.7M +$1.93M +41,080 +6%
TWM
43
Tradition Wealth Management
Minnesota
$35.4M -$5.48M -116,544 -14%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$33.9M +$431K +9,167 +1%
AFA
45
Arlington Financial Advisors
California
$33.5M +$430K +9,127 +1%
HFM
46
Hartford Financial Management
Connecticut
$33.3M +$774K +16,441 +2%
KAS
47
Kestra Advisory Services
Texas
$31.8M +$5.58M +118,631 +22%
SFG
48
SNS Financial Group
Minnesota
$31.3M +$6.65M +141,263 +27%
AWE
49
Avidian Wealth Enterprises
Texas
$31.1M +$1.95M +41,375 +7%
Stifel Financial
50
Stifel Financial
Missouri
$30.8M +$8.33M +177,028 +38%