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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$25.8M +$6.45M +138,691 +34%
Truist Financial
52
Truist Financial
North Carolina
$25.1M -$45.7K -982 -0.2%
SCM
53
Steele Capital Management
Iowa
$25M +$350K +7,522 +1%
KFG
54
Kelly Financial Group
Connecticut
$24.5M +$1.84M +39,539 +8%
AFA
55
Arlington Financial Advisors
California
$24M +$23.7M +510,678 New
CA
56
Continuum Advisory
Idaho
$23.2M +$1.55M +33,229 +7%
SI
57
Stephens Inc
Arkansas
$22.5M -$19.6M -421,410 -47%
IAS
58
IMA Advisory Services
Colorado
$22.4M +$10M +215,251 +82%
TWP
59
Triad Wealth Partners
Kansas
$22.4M +$3.09M +66,510 +16%
SWM
60
Spire Wealth Management
Virginia
$22.3M +$22.1M +474,980 +742,156%
ACA
61
Aptus Capital Advisors
Alabama
$22.1M +$1.01M +21,655 +5%
GWANC
62
Guardian Wealth Advisors (North Carolina)
North Carolina
$22.1M +$1.01M +21,655 +5%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$20.5M +$5.95M +128,039 +42%
VCP
64
Verus Capital Partners
Arizona
$20.2M +$11.4M +244,927 +132%
Cerity Partners
65
Cerity Partners
New York
$20M +$1.81M +38,987 +10%
KV
66
Kickstand Ventures
New York
$19.6M +$1.48M +31,779 +8%
DWP
67
Daymark Wealth Partners
Ohio
$19.6M +$7.23M +155,557 +60%
JWBC
68
John W. Brooker & Co
California
$19.5M +$5.23M +112,522 +37%
Stifel Financial
69
Stifel Financial
Missouri
$19.3M +$2.6M +56,007 +16%
TFO
70
Tarbox Family Office
California
$19.3M +$9.29M +199,731 +95%
BOC
71
Blue Oak Capital
California
$19.2M +$1.29M +27,664 +7%
ML
72
McAdam LLC
Pennsylvania
$18.6M +$4.89M +105,253 +36%
AMM
73
American Money Management
California
$18.6M +$1.21M +25,916 +7%
SMM
74
Stadion Money Management
Georgia
$18.5M -$981K -21,100 -5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$18.4M -$640K -13,764 -3%