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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$41.2M -$378K -7,965 -0.9%
DWP
52
Destiny Wealth Partners
Florida
$40.9M +$649K +13,682 +2%
SFG
53
SNS Financial Group
Minnesota
$39.1M +$5.61M +118,182 +17%
JGCM
54
Joseph Group Capital Management
Ohio
$38.8M +$1.53M +32,319 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$37.6M +$13.1M +277,030 +53%
TWM
56
Tradition Wealth Management
Minnesota
$37.5M +$1.57M +32,997 +4%
VAMG
57
Voisard Asset Management Group
Michigan
$36.9M +$6.19M +130,413 +20%
Stifel Financial
58
Stifel Financial
Missouri
$36.9M +$738K +15,544 +2%
AWE
59
Avidian Wealth Enterprises
Texas
$36.3M +$3.36M +70,813 +10%
HSG
60
Helen Stephens Group
Texas
$36.2M +$2.91M +61,227 +9%
DWP
61
Daymark Wealth Partners
Ohio
$35.3M +$8.2M +172,739 +30%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$34.5M +$4.63M +97,610 +15%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$34.2M -$30.1M -635,009 -86%
CA
64
Continuum Advisory
Idaho
$33.6M +$2.48M +52,294 +8%
HFM
65
Hartford Financial Management
Connecticut
$33.2M -$931K -19,613 -3%
FPCG
66
Forum Private Client Group
Indiana
$32M +$1.76M +37,117 +6%
EWS
67
Evergreen Wealth Solutions
Pennsylvania
$31.2M +$1.76M +37,055 +6%
KFG
68
Kelly Financial Group
Connecticut
$30.8M +$938K +19,759 +3%
CWA
69
Crusonia Wealth Advisors
Colorado
$30.7M +$1.56M +32,967 +5%
AC
70
Apella Capital
Connecticut
$30.6M +$18.2M +384,397 +147%
Cerity Partners
71
Cerity Partners
New York
$30M -$10.9M -230,320 -27%
M1FG
72
Mach-1 Financial Group
Arkansas
$29.1M +$3.24M +68,318 +12%
ACA
73
Aptus Capital Advisors
Alabama
$28.9M +$1.86M +39,222 +7%
GWANC
74
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9M +$1.55M +32,679 +6%
4PL
75
46 Peaks LLC
Pennsylvania
$28.8M +$617K +13,010 +2%