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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
76
Tarbox Family Office
California
$28.1M -$476K -10,024 -2%
VCP
77
Verus Capital Partners
Arizona
$27.9M +$2.67M +56,209 +10%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$27.7M +$3.06M +64,498 +12%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$27.4M +$7.13M +150,150 +35%
IAS
80
IMA Advisory Services
Colorado
$27.3M +$545K +11,487 +2%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$27.2M +$21.3M +449,855 +352%
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2M +$2.1M +44,321 +8%
AC
83
AlphaCore Capital
California
$26.5M -$588K -12,385 -2%
MWM
84
Mascoma Wealth Management
New Hampshire
$26.4M +$3.44M +72,416 +15%
UBS AM
85
UBS AM
Illinois
$25.6M +$25.8M +543,683 New
DADC
86
D.A. Davidson & Co
Montana
$25.4M +$5.25M +110,554 +26%
KAS
87
Kestra Advisory Services
Texas
$25.1M -$11.7M -245,872 -32%
SWM
88
Spire Wealth Management
Virginia
$25M +$5.41M +113,953 +27%
KV
89
Kickstand Ventures
New York
$24M +$700K +14,751 +3%
FFS
90
Founders Financial Securities
Maryland
$23.8M +$2.6M +54,754 +12%
MFG
91
Magnus Financial Group
New York
$23.2M +$3.49M +73,492 +17%
SCM
92
Steele Capital Management
Iowa
$22.7M -$866K -18,251 -4%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$22M +$11.9M +251,601 +117%
SI
94
Stephens Inc
Arkansas
$21.9M -$634K -13,365 -3%
BDFN
95
Bond & Devick Financial Network
Minnesota
$21.5M +$598K +12,599 +3%
BWAM
96
Blue Water Asset Management
Michigan
$21.3M +$1.24M +26,144 +6%
LWP
97
LeClair Wealth Partners
Ohio
$21.3M +$21.5M +453,035 New
AMM
98
American Money Management
California
$21.3M +$299K +6,292 +1%
PWA
99
Peterson Wealth Advisors
Utah
$21.2M +$338K +7,124 +2%
WC
100
Waterloo Capital
Texas
$21.2M -$112K -2,358 -0.5%