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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$36.3M +$5.66M +119,062 +18%
TWM
52
Tradition Wealth Management
Minnesota
$36.2M +$875K +18,385 +2%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$35M +$1.09M +22,806 +3%
HFM
54
Hartford Financial Management
Connecticut
$34.4M +$1.23M +25,753 +4%
SFG
55
SNS Financial Group
Minnesota
$33.9M +$2.54M +53,355 +8%
HSG
56
Helen Stephens Group
Texas
$33.5M +$3.87M +81,355 +13%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$33.2M +$10.3M +217,513 +45%
AWE
58
Avidian Wealth Enterprises
Texas
$33.2M +$2.23M +46,936 +7%
CA
59
Continuum Advisory
Idaho
$31.3M +$2.75M +57,907 +10%
VAMG
60
Voisard Asset Management Group
Michigan
$31M +$1.67M +35,196 +6%
FPCG
61
Forum Private Client Group
Indiana
$30.4M +$1.49M +31,287 +5%
KFG
62
Kelly Financial Group
Connecticut
$30.1M +$1.26M +26,491 +4%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$30.1M +$7.53M +158,202 +33%
EWS
64
Evergreen Wealth Solutions
Pennsylvania
$29.6M +$29.8M +626,181 New
CWA
65
Crusonia Wealth Advisors
Colorado
$29.3M +$29.4M +618,792 New
Truist Financial
66
Truist Financial
North Carolina
$28.9M +$1.18M +24,770 +4%
TFO
67
Tarbox Family Office
California
$28.8M +$1.23M +25,771 +4%
4PL
68
46 Peaks LLC
Pennsylvania
$28.4M +$28.4M +597,915 New
RHP
69
Royal Harbor Partners
Texas
$28.4M +$131K +2,745 +0.5%
GWANC
70
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.6M +$652K +13,702 +2%
AC
71
AlphaCore Capital
California
$27.3M +$27.3M +574,494 New
DWP
72
Daymark Wealth Partners
Ohio
$27.3M +$7.69M +161,629 +39%
ACA
73
Aptus Capital Advisors
Alabama
$27.2M +$341K +7,159 +1%
IAS
74
IMA Advisory Services
Colorado
$27M +$3.44M +72,403 +15%
M1FG
75
Mach-1 Financial Group
Arkansas
$26M +$26.2M +549,833 New
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