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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
51
Trivium Point Advisory
Connecticut
$2.39M +$668K +14,214 +38%
CAWM
52
Capital Advisors Wealth Management
Washington
$2.11M +$276K +5,863 +15%
GFS
53
GYL Financial Synergies
Connecticut
$2.09M +$2.11M +44,836 New
RPGK
54
Retirement Planning Group (Kansas)
Kansas
$1.94M +$7.99K +170 +0.4%
HW
55
Hedeker Wealth
Illinois
$1.91M +$1.93M +40,990 New
CHA
56
Cooper/Haims Advisors
New York
$1.82M +$129K +2,745 +8%
LWM
57
Lionsbridge Wealth Management
Florida
$1.8M +$36.9K +786 +2%
HFM
58
Hartford Financial Management
Connecticut
$1.76M +$178K +3,779 +11%
RJA
59
Raymond James & Associates
Florida
$1.73M +$1.74M +37,052 New
DADC
60
D.A. Davidson & Co
Montana
$1.73M +$1.74M +37,051 New
OMC
61
Old Mission Capital
Illinois
$1.58M -$2.6M -55,279 -62%
GM
62
GeoWealth Management
Illinois
$1.55M +$1.57M +33,364 New
DIM
63
Delta Investment Management
California
$1.37M -$24.8K -528 -2%
MIA
64
Milestone Investment Advisors
Wisconsin
$1.27M +$1.28M +27,327 New
HSG
65
Helen Stephens Group
Texas
$1.26M +$567K +12,053 +81%
JJBC
66
James J. Burns & Company
New York
$1.21M -$188K -3,997 -13%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.18M -$306K -6,507 -20%
Mariner
68
Mariner
Kansas
$1.17M +$10.5K +223 +0.9%
Lido Advisors
69
Lido Advisors
California
$1.12M +$1.13M +24,018 New
IA
70
IFP Advisors
Florida
$1.07M -$2.21K -47 -0.2%
AWE
71
Avidian Wealth Enterprises
Texas
$1.03M -$7.67M -163,218 -88%
CAN
72
Cetera Advisor Networks
California
$1.02M -$12.5K -266 -1%
FH
73
FWG Holdings
Florida
$1.02M +$31.8K +677 +3%
KAS
74
Kestra Advisory Services
Texas
$1.02M +$550K +11,698 +115%
MML Investors Services
75
MML Investors Services
Massachusetts
$934K +$679K +14,437 +257%