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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGFG
51
Pine Grove Financial Group
Minnesota
$53.6M +$4.64M +98,965 +10%
HG
52
Harbor Group
New Hampshire
$51.4M +$1.07M +22,922 +2%
PIN
53
Prudent Investors Network
California
$50.7M +$50.6M +1,079,613 New
Truist Financial
54
Truist Financial
North Carolina
$45.9M +$17.3M +369,450 +61%
BFG
55
Berger Financial Group
Minnesota
$43.8M +$2.76M +58,899 +7%
Stifel Financial
56
Stifel Financial
Missouri
$41.6M +$4.82M +102,709 +13%
AA
57
ALPS Advisors
Colorado
$41.1M +$23.5M +501,980 +134%
JGCM
58
Joseph Group Capital Management
Ohio
$40.5M +$1.73M +36,883 +4%
VAMG
59
Voisard Asset Management Group
Michigan
$40.4M +$3.61M +77,034 +10%
JFGIW
60
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40.3M +$13.2M +281,633 +49%
HSG
61
Helen Stephens Group
Texas
$40M +$3.96M +84,509 +11%
DWP
62
Destiny Wealth Partners
Florida
$39.9M -$182K -3,872 -0.4%
TWM
63
Tradition Wealth Management
Minnesota
$39.3M +$1.95M +41,566 +5%
AWE
64
Avidian Wealth Enterprises
Texas
$37.8M +$1.58M +33,721 +4%
HFM
65
Hartford Financial Management
Connecticut
$36.1M +$2.93M +62,412 +9%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$34.9M +$30.1M +642,509 +639%
CA
67
Continuum Advisory
Idaho
$34.5M +$1.04M +22,197 +3%
FPCG
68
Forum Private Client Group
Indiana
$33.6M +$1.7M +36,335 +5%
VCP
69
Verus Capital Partners
Arizona
$33.5M +$5.71M +121,769 +21%
CWA
70
Crusonia Wealth Advisors
Colorado
$33.4M +$2.78M +59,215 +9%
AC
71
Apella Capital
Connecticut
$32.2M +$2.15M +45,770 +7%
KFG
72
Kelly Financial Group
Connecticut
$32.2M +$1.57M +33,476 +5%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$31.7M +$4.58M +97,567 +17%
IAS
74
IMA Advisory Services
Colorado
$31.5M +$4.29M +91,401 +16%
WCFA
75
Walkner Condon Financial Advisors
Wisconsin
$30.9M +$3.35M +71,465 +12%