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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$28.6M -$68.7K -1,448 -0.2%
TFO
77
Tarbox Family Office
California
$28.1M -$476K -10,024 -2%
VCP
78
Verus Capital Partners
Arizona
$27.9M +$2.67M +56,209 +10%
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$27.7M +$3.06M +64,498 +12%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$27.4M +$7.13M +150,150 +35%
IAS
81
IMA Advisory Services
Colorado
$27.3M +$545K +11,487 +2%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$27.2M +$21.3M +449,855 +352%
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.2M +$2.1M +44,321 +8%
AC
84
AlphaCore Capital
California
$26.5M -$588K -12,385 -2%
MWM
85
Mascoma Wealth Management
New Hampshire
$26.4M +$3.44M +72,416 +15%
UBS AM
86
UBS AM
Illinois
$25.6M +$25.8M +543,683 New
DADC
87
D.A. Davidson & Co
Montana
$25.4M +$5.25M +110,554 +26%
KAS
88
Kestra Advisory Services
Texas
$25.1M -$11.7M -245,872 -32%
SWM
89
Spire Wealth Management
Virginia
$25M +$5.41M +113,953 +27%
KV
90
Kickstand Ventures
New York
$24M +$700K +14,751 +3%
FFS
91
Founders Financial Securities
Maryland
$23.8M +$2.6M +54,754 +12%
MFG
92
Magnus Financial Group
New York
$23.2M +$3.49M +73,492 +17%
SCM
93
Steele Capital Management
Iowa
$22.7M -$866K -18,251 -4%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$22M +$11.9M +251,601 +117%
SI
95
Stephens Inc
Arkansas
$21.9M -$634K -13,365 -3%
BDFN
96
Bond & Devick Financial Network
Minnesota
$21.5M +$598K +12,599 +3%
BWAM
97
Blue Water Asset Management
Michigan
$21.3M +$1.24M +26,144 +6%
LWP
98
LeClair Wealth Partners
Ohio
$21.3M +$21.5M +453,035 New
AMM
99
American Money Management
California
$21.3M +$299K +6,292 +1%
PWA
100
Peterson Wealth Advisors
Utah
$21.2M +$338K +7,124 +2%