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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lionsbridge Wealth Management
Florida
$6.73M +$919K +19,745 +16%
BDFN
77
Bond & Devick Financial Network
Minnesota
$6.71M +$215K +4,616 +3%
MWA
78
MN Wealth Advisors
Kansas
$6.55M -$1.06M -22,702 -14%
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$6.55M +$2.12M +45,665 +48%
HSG
80
Helen Stephens Group
Texas
$6.4M +$2.53M +54,472 +66%
TWM
81
Tradition Wealth Management
Minnesota
$6.29M +$2.99M +64,217 +91%
MA
82
Mutual Advisors
Nebraska
$6.26M +$368K +7,902 +6%
IGWM
83
ICA Group Wealth Management
Colorado
$6.21M +$851K +18,297 +16%
TWP
84
Triad Wealth Partners
Kansas
$6.19M +$6.17M +132,621 New
TCM
85
TD Capital Management
Tennessee
$5.82M +$4.01M +86,243 +224%
MG
86
Mather Group
Illinois
$5.74M
OC
87
Oarsman Capital
Wisconsin
$5.4M -$1.11M -23,758 -17%
CP
88
Capital Planning
Washington
$4.85M +$384K +8,249 +9%
KAS
89
Kestra Advisory Services
Texas
$4.78M +$2.61M +56,073 +121%
LPAM
90
Lodestar Private Asset Management
California
$4.77M +$607K +13,052 +15%
AF
91
Allworth Financial
California
$4.71M -$4.5M -96,775 -49%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.6M +$2.7M +58,042 +143%
AAS
93
Ameritas Advisory Services
Nebraska
$4.34M +$4.07M +87,544 +1,564%
EFS
94
Econ Financial Services
Pennsylvania
$4.13M -$437K -9,390 -10%
Creative Planning
95
Creative Planning
Kansas
$4.11M -$653K -14,026 -14%
MFG
96
Magnus Financial Group
New York
$4.1M +$4.09M +87,968 New
TPA
97
Trivium Point Advisory
Connecticut
$4M +$666K +14,312 +20%
TA
98
TruWealth Advisors
Louisiana
$3.9M +$262K +5,634 +7%
ATWA
99
Arbor Trust Wealth Advisors
Michigan
$3.86M +$3.3M +71,020 +524%
CWA
100
Clarity Wealth Advisors
California
$3.75M +$1.06M +22,747 +40%