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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$106K +$105K +2,232 New
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$101K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$94K – – –
FP
104
Financial Perspectives
Minnesota
$85.8K – – –
AAS
105
Ameritas Advisory Services
Nebraska
$55K +$54.5K +1,162 New
FAM
106
Family Asset Management
South Carolina
$42.9K +$5.07K +108 +14%
FSWA
107
Financial Synergies Wealth Advisors
Texas
$36.8K +$376 +8 +1%
BWP
108
Baldwin Wealth Partners
Massachusetts
$30.8K – – –
TWD
109
True Wealth Design
Ohio
$28.9K +$28.6K +610 New
TC
110
Truvestments Capital
Florida
$7.93K – – –
TAM
111
Tucker Asset Management
Colorado
$1.09K – – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$1K +$1.36K +29 New
Wells Fargo
113
Wells Fargo
California
$4 -$117K -2,488 Closed
QA
114
Quantitative Advantage
Minnesota
– -$2.95M -64,200 Closed
CWA
115
Choice Wealth Advisors
Maine
– -$2.17M -47,289 Closed
CA
116
CGN Advisors
Kansas
– -$1.28M -27,862 Closed
TC
117
TownSquare Capital
Utah
– -$983K -21,412 Closed
FW
118
FirstPurpose Wealth
Utah
– -$388K -8,440 Closed
AFP
119
Advus Financial Partners
Florida
– -$368K -7,980 Closed
EFL
120
ERn Financial LLC
Wisconsin
– -$293K -6,379 Closed
BCMIO
121
Beacon Capital Management Inc (Ohio)
Ohio
– -$3.28K -72 Closed
ASN
122
Advisory Services Network
Georgia
– -$459 -10 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$138 -3 Closed