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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
26
Alpine Bank Wealth Management
Colorado
$90.6M -$34.1M -718,882 -27%
CWS
27
Confluence Wealth Services
Pennsylvania
$86.2M +$18.5M +390,487 +27%
CA
28
CGN Advisors
Kansas
$84.8M +$4.48M +94,458 +6%
GSAM
29
Grant Street Asset Management
Pennsylvania
$82.8M +$2.46M +51,839 +3%
APP
30
Avantax Planning Partners
Iowa
$78.8M +$2.26M +47,635 +3%
LPL Financial
31
LPL Financial
California
$78.8M +$64.9M +1,367,293 +446%
BWL
32
Bogart Wealth LLC
Virginia
$73.9M +$2.84M +59,750 +4%
CAL
33
Capital Analysts LLC
Pennsylvania
$73.1M +$5.05M +106,460 +7%
FWC
34
First Washington Corp
Washington
$72.7M +$34.4M +725,754 +89%
DBRC
35
D.B. Root & Company
Pennsylvania
$72.5M +$1.44M +30,436 +2%
HFS
36
Hughes Financial Services
Virginia
$70.9M +$3.44M +72,475 +5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$70.2M +$7.27M +153,288 +11%
ACG
38
Allen Capital Group
Nebraska
$69.2M +$12M +253,092 +21%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$64.4M +$8.87M +186,895 +16%
ML
40
McAdam LLC
Pennsylvania
$61.8M +$2.77M +58,454 +5%
WWM
41
Wiser Wealth Management
Georgia
$60.5M +$4.55M +95,806 +8%
SPA
42
Sentinel Pension Advisors
Massachusetts
$59.5M +$2.65M +55,830 +5%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$55.8M -$45.1M -950,955 -44%
HG
44
Harbor Group
New Hampshire
$50.4M +$2.63M +55,339 +5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$48.6M -$18.6M -392,118 -28%
HI
46
Horizon Investments
North Carolina
$46.2M +$25.6M +538,933 +120%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$45.5M +$8.21M +173,099 +22%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$43.9M +$11.3M +238,787 +34%
BFG
49
Bouchey Financial Group
New York
$43M +$1.62M +34,198 +4%
BFG
50
Berger Financial Group
Minnesota
$41.2M -$378K -7,965 -0.9%