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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Destiny Wealth Partners
Florida
$40.9M +$649K +13,682 +2%
SFG
52
SNS Financial Group
Minnesota
$39.1M +$5.61M +118,182 +17%
JGCM
53
Joseph Group Capital Management
Ohio
$38.8M +$1.53M +32,319 +4%
MML Investors Services
54
MML Investors Services
Massachusetts
$37.6M +$13.1M +277,030 +53%
TWM
55
Tradition Wealth Management
Minnesota
$37.5M +$1.57M +32,997 +4%
VAMG
56
Voisard Asset Management Group
Michigan
$36.9M +$6.19M +130,413 +20%
Stifel Financial
57
Stifel Financial
Missouri
$36.9M +$738K +15,544 +2%
AWE
58
Avidian Wealth Enterprises
Texas
$36.3M +$3.36M +70,813 +10%
HSG
59
Helen Stephens Group
Texas
$36.2M +$2.91M +61,227 +9%
DWP
60
Daymark Wealth Partners
Ohio
$35.3M +$8.2M +172,739 +30%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$34.5M +$4.63M +97,610 +15%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$34.2M -$30.1M -635,009 -86%
CA
63
Continuum Advisory
Idaho
$33.6M +$2.48M +52,294 +8%
HFM
64
Hartford Financial Management
Connecticut
$33.2M -$931K -19,613 -3%
FPCG
65
Forum Private Client Group
Indiana
$32M +$1.76M +37,117 +6%
EWS
66
Evergreen Wealth Solutions
Pennsylvania
$31.2M +$1.76M +37,055 +6%
KFG
67
Kelly Financial Group
Connecticut
$30.8M +$938K +19,759 +3%
CWA
68
Crusonia Wealth Advisors
Colorado
$30.7M +$1.56M +32,967 +5%
AC
69
Apella Capital
Connecticut
$30.6M +$18.2M +384,397 +147%
Cerity Partners
70
Cerity Partners
New York
$30M -$10.9M -230,320 -27%
M1FG
71
Mach-1 Financial Group
Arkansas
$29.1M +$3.24M +68,318 +12%
ACA
72
Aptus Capital Advisors
Alabama
$28.9M +$1.86M +39,222 +7%
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9M +$1.55M +32,679 +6%
4PL
74
46 Peaks LLC
Pennsylvania
$28.8M +$617K +13,010 +2%
Truist Financial
75
Truist Financial
North Carolina
$28.6M -$68.7K -1,448 -0.2%