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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
GSB Wealth Management
Connecticut
$401K +$404K +8,600 New
SWM
102
Silverlake Wealth Management
Vermont
$400K +$404K +8,595 New
LNC
103
Lincoln National Corp
Pennsylvania
$379K +$383K +8,139 New
PAG
104
Private Advisor Group
New Jersey
$379K – – –
MHR
105
Matthew Hamilton Rosenberg
$373K +$376K +7,999 New
FCFC
106
First Citizens Financial Corp
Iowa
$369K +$372K +7,916 New
SFM
107
Signet Financial Management
New Jersey
$357K +$19.5K +414 +6%
WCFA
108
Walkner Condon Financial Advisors
Wisconsin
$334K +$337K +7,169 New
UWM
109
USAdvisors Wealth Management
Minnesota
$314K +$317K +6,751 New
LSPW
110
Lake Street Private Wealth
Illinois
$278K -$76K -1,617 -21%
PA
111
PFG Advisors
Arizona
$266K -$19.5K -414 -7%
WIP
112
WealthCare Investment Partners
Rhode Island
$266K -$12.2K -259 -4%
BFA
113
Beaumont Financial Advisors
Massachusetts
$255K -$235 -5 -0.1%
AF
114
Advisornet Financial
Minnesota
$248K +$23.5K +500 +10%
TNBTD
115
Trustmark National Bank Trust Department
Mississippi
$247K – – –
MAG
116
Mayfair Advisory Group
Alabama
$235K +$241K +5,117 New
CA
117
CGN Advisors
Kansas
$230K +$232K +4,936 New
PWP
118
Private Wealth Partners
California
$220K +$222K +4,725 New
DWM
119
Drive Wealth Management
Utah
$209K -$17.7K -376 -8%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$207K +$212K +4,504 New
IWC
121
Integrated Wealth Concepts
Massachusetts
$205K -$6.63K -141 -3%
PAWA
122
Palo Alto Wealth Advisors
California
$204K +$206K +4,390 New
BPA
123
Beacon Pointe Advisors
California
$204K +$206K +4,389 New
LFA
124
LGT Financial Advisors
Texas
$204K +$83.3K +1,773 +68%
SPI
125
Sutton Place Investors
New York
$201K -$3.06K -65 -1%
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