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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
51
Milestone Investment Advisors
Wisconsin
$18.9M +$4.14M +87,175 +29%
MML Investors Services
52
MML Investors Services
Massachusetts
$18.2M +$10.7M +226,071 +149%
PWA
53
Peterson Wealth Advisors
Utah
$17.5M +$924K +19,442 +6%
VFA
54
Valeo Financial Advisors
Indiana
$17.3M +$17.1M +359,285 New
ACA
55
Aptus Capital Advisors
Alabama
$16.9M +$678K +14,270 +4%
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.9M +$678K +14,270 +4%
HIP
57
HUB Investment Partners
Texas
$16.7M +$699K +14,712 +4%
KV
58
Kickstand Ventures
New York
$16.5M +$219K +4,609 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$15.7M +$267K +5,624 +2%
AMM
60
American Money Management
California
$15.4M +$1.28M +27,010 +9%
MWM
61
Mascoma Wealth Management
New Hampshire
$15.4M +$1.07M +22,432 +8%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$14.8M +$4.85M +102,156 +50%
RJA
63
Raymond James & Associates
Florida
$14.8M +$1.84M +38,776 +15%
FFS
64
Founders Financial Securities
Maryland
$14.5M +$4.51M +94,887 +46%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$14.5M +$2.3M +48,500 +19%
TLP
66
Trinity Legacy Partners
Texas
$14.5M +$1.07M +22,503 +8%
JCM
67
Janney Capital Management
Pennsylvania
$14.4M -$263K -5,532 -2%
HI
68
Horizon Investments
North Carolina
$14.4M +$14.3M +301,401 New
BWM
69
BCGM Wealth Management
Indiana
$14.2M +$5.24M +110,356 +60%
FWM
70
FMA Wealth Management
Massachusetts
$13.7M +$3.51M +73,954 +35%
BFG
71
Berger Financial Group
Minnesota
$13.5M +$99K +2,084 +0.8%
APP
72
Avantax Planning Partners
Iowa
$13.4M +$7.78M +163,803 +145%
MA
73
Mutual Advisors
Nebraska
$12.8M +$6.64M +139,883 +105%
TWP
74
Triad Wealth Partners
Kansas
$12.8M +$4.95M +104,128 +65%
APW
75
Acima Private Wealth
Virginia
$12.4M +$374K +7,877 +3%