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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
76
Ocean Park Asset Management
California
$29.2M +$29.2M +622,400 New
TFO
77
Tarbox Family Office
California
$29.2M +$1.14M +24,217 +4%
Cerity Partners
78
Cerity Partners
New York
$29.1M -$795K -16,956 -3%
FWP
79
FAS Wealth Partners
Kansas
$29.1M +$9.85M +209,933 +51%
DADC
80
D.A. Davidson & Co
Montana
$29M +$3.64M +77,603 +14%
ACA
81
Aptus Capital Advisors
Alabama
$29M +$146K +3,113 +0.5%
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$29M +$146K +3,113 +0.5%
M1FG
83
Mach-1 Financial Group
Arkansas
$28.8M -$215K -4,577 -0.7%
MWM
84
Mascoma Wealth Management
New Hampshire
$28.2M +$1.82M +38,873 +7%
FFS
85
Founders Financial Securities
Maryland
$27.7M +$3.96M +84,357 +17%
WIM
86
WealthPlan Investment Management
Nebraska
$27.3M +$8.19M +174,635 +43%
HI
87
Horizon Investments
North Carolina
$26.7M -$19.5M -416,054 -42%
AC
88
AlphaCore Capital
California
$25.9M -$466K -9,933 -2%
UBS AM
89
UBS AM
Illinois
$25.5M
WC
90
Waterloo Capital
Texas
$25.3M +$4.23M +90,133 +20%
MFG
91
Magnus Financial Group
New York
$24.9M +$1.76M +37,595 +8%
SWM
92
Spire Wealth Management
Virginia
$24.9M +$657 +14 +0%
KAS
93
Kestra Advisory Services
Texas
$23.4M -$1.59M -33,839 -6%
TCM
94
TD Capital Management
Tennessee
$22.8M +$3.45M +73,501 +18%
FA
95
Fagan Associates
New York
$22.7M +$1.83M +39,112 +9%
BDFN
96
Bond & Devick Financial Network
Minnesota
$22.6M +$1.1M +23,447 +5%
SI
97
Stephens Inc
Arkansas
$22.1M +$348K +7,418 +2%
SCM
98
Steele Capital Management
Iowa
$22.1M -$546K -11,651 -2%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$22.1M +$195K +4,165 +0.9%
PWA
100
Peterson Wealth Advisors
Utah
$22M +$860K +18,346 +4%