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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
126
MBL Wealth
North Carolina
$13.6M +$2.88M +61,422 +27%
JWA
127
JFS Wealth Advisors
Pennsylvania
$13.5M +$710K +15,137 +6%
BCM
128
Blume Capital Management
California
$13.5M +$67.3K +1,434 +0.5%
EFS
129
Econ Financial Services
Pennsylvania
$13.4M +$2.09M +44,654 +18%
VWA
130
Visionary Wealth Advisors
Illinois
$13.4M +$6.01M +128,244 +81%
ABWM
131
Alpine Bank Wealth Management
Colorado
$13M -$77.2M -1,645,914 -86%
PSCM
132
Per Stirling Capital Management
Texas
$12.5M +$988K +21,075 +9%
ETC
133
Exchange Traded Concepts
Oklahoma
$12.5M -$802K -17,102 -6%
TFM
134
Trademark Financial Management
Minnesota
$12.3M +$1.58M +33,779 +15%
CWA
135
Clarity Wealth Advisors
California
$12.3M +$834K +17,791 +7%
SO
136
Sierra Ocean
California
$12.3M +$624K +13,299 +5%
GFG
137
Greenbush Financial Group
New York
$12.2M +$1.11M +23,766 +10%
SAM
138
Smithbridge Asset Management
Pennsylvania
$12.1M +$497K +10,606 +4%
SFC
139
Sprinkle Financial Consultants
Colorado
$12M +$1.52M +32,455 +15%
SWP
140
Sagespring Wealth Partners
Tennessee
$11.8M +$977K +20,836 +9%
FFG
141
Floyd Financial Group
Missouri
$11.8M +$1.47M +31,358 +14%
LWMNY
142
Landmark Wealth Management (New York)
New York
$11.6M +$972K +20,736 +9%
BFS
143
BridgePort Financial Solutions
Iowa
$11.4M -$4.78M -101,823 -30%
CWMS
144
Cannon Wealth Management Services
North Carolina
$11.3M +$931K +19,850 +9%
TWP
145
Triad Wealth Partners
Kansas
$10.9M -$1.2M -25,483 -10%
EFG
146
Embree Financial Group
Illinois
$10.8M +$1.96M +41,735 +22%
EFS
147
Essex Financial Services
Connecticut
$10.6M +$4.1M +87,512 +63%
FFA
148
Farther Finance Advisors
California
$10.6M +$5.99M +127,717 +130%
WA
149
WBH Advisory
Maryland
$10.2M +$1.09M +23,187 +12%
CPCP
150
Cedar Point Capital Partners
Iowa
$10.1M +$197K +4,209 +2%
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