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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
26
Grant Street Asset Management
Pennsylvania
$80.9M +$1.6M +33,608 +2%
CA
27
CGN Advisors
Kansas
$80.8M +$3.65M +76,720 +5%
APP
28
Avantax Planning Partners
Iowa
$77M +$2.11M +44,358 +3%
SC
29
Savant Capital
Illinois
$75.3M -$23.9M -502,100 -24%
BWL
30
Bogart Wealth LLC
Virginia
$71.5M +$2.54M +53,360 +4%
DBRC
31
D.B. Root & Company
Pennsylvania
$71.5M +$5.7M +119,753 +9%
CAL
32
Capital Analysts LLC
Pennsylvania
$68.5M +$2.78M +58,461 +4%
CWS
33
Confluence Wealth Services
Pennsylvania
$68.2M +$68.5M +1,439,759 New
HFS
34
Hughes Financial Services
Virginia
$67.9M +$6.01M +126,349 +10%
Corient Private Wealth
35
Corient Private Wealth
Florida
$67.1M +$49.9M +1,048,229 +279%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$63.3M +$1.14M +24,003 +2%
ML
37
McAdam LLC
Pennsylvania
$59.4M +$4.63M +97,373 +8%
ACG
38
Allen Capital Group
Nebraska
$57.7M +$2.97M +62,492 +5%
SPA
39
Sentinel Pension Advisors
Massachusetts
$57.2M -$2.74M -57,500 -5%
WWM
40
Wiser Wealth Management
Georgia
$56.3M +$3.28M +68,958 +6%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$55.9M +$2.27M +47,641 +4%
HG
42
Harbor Group
New Hampshire
$48.1M +$1.3M +27,255 +3%
BFG
43
Berger Financial Group
Minnesota
$41.8M +$1.8M +37,778 +4%
BFG
44
Bouchey Financial Group
New York
$41.7M +$5.26M +110,501 +14%
Cerity Partners
45
Cerity Partners
New York
$41.1M +$5.61M +117,888 +16%
DWP
46
Destiny Wealth Partners
Florida
$40.7M +$12.5M +263,323 +45%
FWC
47
First Washington Corp
Washington
$38.8M
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$37.6M +$10.2M +214,171 +37%
JGCM
49
Joseph Group Capital Management
Ohio
$37.5M -$623K -13,102 -2%
KAS
50
Kestra Advisory Services
Texas
$36.9M +$5.23M +110,025 +16%