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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$14.3M +$6.5M +138,039 +84%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$1.97M +41,882 +16%
BWM
103
BankPlus Wealth Management
Mississippi
$13.6M +$929K +19,730 +7%
JCM
104
Janney Capital Management
Pennsylvania
$13.3M -$25K -532 -0.2%
ETC
105
Exchange Traded Concepts
Oklahoma
$13.1M +$1.07M +22,634 +9%
AA
106
Alpha Advisors
Virginia
$12.4M +$136K +2,892 +1%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$12.1M -$1.46K -31 -0%
FCG
108
Financial Connections Group
California
$11.8M +$323K +6,870 +3%
APW
109
Acima Private Wealth
Virginia
$11.6M +$1.73M +36,796 +18%
LPL Financial
110
LPL Financial
California
$11.6M +$3.52M +74,726 +44%
MML Investors Services
111
MML Investors Services
Massachusetts
$11.3M +$420K +8,920 +4%
AC
112
Apella Capital
Connecticut
$11.1M +$9.96M +211,536 +996%
MIA
113
Milestone Investment Advisors
Wisconsin
$11.1M +$373K +7,918 +4%
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$11M +$623K +13,244 +6%
SO
115
Sierra Ocean
California
$11M +$1.74M +36,888 +19%
TWP
116
Triad Wealth Partners
Kansas
$10.6M -$14.8M -315,302 -59%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$10.4M -$87.7K -1,864 -0.8%
SAM
118
Smithbridge Asset Management
Pennsylvania
$10.2M +$10.1M +214,554 New
FFG
119
Floyd Financial Group
Missouri
$10.1M +$1.09M +23,211 +12%
SPIA
120
Steward Partners Investment Advisory
New York
$9.63M +$350K +7,436 +4%
PJWM
121
Philip James Wealth Mangement
Georgia
$9.48M +$1.23M +26,152 +15%
CPCP
122
Cedar Point Capital Partners
Iowa
$9.37M +$136K +2,900 +1%
PWM
123
Perigon Wealth Management
California
$9.3M +$791K +16,817 +9%
CWA
124
Clarity Wealth Advisors
California
$9.09M +$1.31M +27,822 +17%
TFM
125
Trademark Financial Management
Minnesota
$8.96M +$1.45M +30,820 +20%