We are live on ! Find out more
JCPB icon

JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascoma Wealth Management
New Hampshire
$12.8M +$12.8M +274,869 +94,457%
IWC
52
Integrated Wealth Concepts
Massachusetts
$11.5M -$150K -3,219 -1%
MIA
53
Milestone Investment Advisors
Wisconsin
$11.5M +$1.2M +25,810 +12%
APW
54
Acima Private Wealth
Virginia
$11.5M +$154K +3,311 +1%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$11.1M +$662K +14,220 +6%
RJA
56
Raymond James & Associates
Florida
$10.9M +$9.1M +195,572 +513%
FWP
57
FAS Wealth Partners
Kansas
$10.7M +$377K +8,102 +4%
CA
58
Cetera Advisors
Colorado
$10.6M +$4.9M +105,352 +87%
LWL
59
Leo Wealth LLC
Texas
$9.52M +$920K +19,782 +11%
FFS
60
Founders Financial Securities
Maryland
$9.51M +$9.49M +203,900 New
CHA
61
Cooper/Haims Advisors
New York
$9.45M -$5.4M -115,990 -36%
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$9.44M +$152K +3,261 +2%
FWM
63
FMA Wealth Management
Massachusetts
$9.34M +$146K +3,133 +2%
IAS
64
IMA Advisory Services
Colorado
$9.07M +$484K +10,404 +6%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$8.72M +$1.14M +24,548 +15%
BWM
66
BCGM Wealth Management
Indiana
$8.71M +$8.47M +181,991 +3,780%
BWA
67
Boulder Wealth Advisors
Colorado
$8.68M +$8.65M +186,019 New
PSCM
68
Per Stirling Capital Management
Texas
$8.55M +$263K +5,658 +3%
CAN
69
Cetera Advisor Networks
California
$8.37M -$1.17M -25,229 -12%
CPCP
70
Cedar Point Capital Partners
Iowa
$8.21M +$268K +5,758 +3%
VCP
71
Verus Capital Partners
Arizona
$8M +$955K +20,527 +14%
Mariner
72
Mariner
Kansas
$7.59M +$4.19M +90,005 +124%
EFL
73
ERn Financial LLC
Wisconsin
$7.57M +$211K +4,541 +3%
DWP
74
Destiny Wealth Partners
Florida
$7.35M -$906K -19,469 -11%
LWMNY
75
Landmark Wealth Management (New York)
New York
$6.91M +$328K +7,046 +5%