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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Tidal Investments
Wisconsin
$818K +$818K +17,805 New
ICM
52
IMS Capital Management
Oregon
$798K
CAN
53
Cetera Advisor Networks
California
$772K +$772K +16,807 New
SFS
54
Security Financial Services
Indiana
$760K +$35.8K +779 +5%
AWM
55
Apollon Wealth Management
South Carolina
$752K -$222K -4,830 -23%
DWP
56
Daymark Wealth Partners
Ohio
$710K +$710K +15,461 New
FFA
57
Fragasso Financial Advisors
Pennsylvania
$620K +$4.78K +104 +0.8%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$563K +$563K +12,258 New
HSG
59
Helen Stephens Group
Texas
$510K +$292K +6,357 +134%
LFG
60
Larson Financial Group
Missouri
$506K -$4.46K -97 -0.9%
AWS
61
Atria Wealth Solutions
New York
$463K +$11.3K +245 +2%
TCA
62
Transcend Capital Advisors
New Jersey
$427K -$26.9K -586 -6%
FW
63
FirstPurpose Wealth
Utah
$388K +$388K +8,440 New
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$346K +$345K +7,504 New
EFL
65
ERn Financial LLC
Wisconsin
$293K +$293K +6,379 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$291K -$15.4K -335 -5%
LSPW
67
Lake Street Private Wealth
Illinois
$286K -$2.47M -53,687 -90%
CA
68
Cetera Advisors
Colorado
$279K +$279K +6,076 New
WIP
69
WealthCare Investment Partners
Rhode Island
$263K +$263K +5,719 New
PA
70
PFG Advisors
Arizona
$256K +$33K +719 +15%
BFA
71
Beaumont Financial Advisors
Massachusetts
$252K +$252K +5,480 New
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$243K +$243K +5,300 New
DWM
73
Drive Wealth Management
Utah
$238K +$238K +5,179 New
SFM
74
Signet Financial Management
New Jersey
$226K +$226K +4,915 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$222K +$222K +4,829 New