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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$6.1M +$2.87M +61,142 +86%
TPA
127
Trivium Point Advisory
Connecticut
$5.98M +$367K +7,833 +6%
IP
128
Ignite Planners
California
$5.91M +$283K +6,042 +5%
AWS
129
Atria Wealth Solutions
New York
$5.83M +$593K +12,660 +11%
AAS
130
Ameritas Advisory Services
Nebraska
$5.54M +$44.3K +946 +0.8%
NFG
131
Nations Financial Group
Iowa
$5.35M +$2.77M +59,175 +104%
OC
132
Oppenheimer & Co
New York
$5.3M +$461K +9,838 +9%
FA
133
Fagan Associates
New York
$5.07M +$278K +5,920 +6%
WC
134
Waterloo Capital
Texas
$4.8M +$4.89M +104,262 New
SFS
135
Summit Financial Strategies
Ohio
$4.74M +$4.82M +102,791 New
AIA
136
AssuredPartners Investment Advisors
Florida
$4.41M +$4.48M +95,670 New
TC
137
TownSquare Capital
Utah
$4.39M -$413K -8,801 -8%
CP
138
Capital Planning
Washington
$4.13M -$1.1M -23,416 -21%
TA
139
TruWealth Advisors
Louisiana
$4.09M +$46.7K +996 +1%
CIA
140
Concurrent Investment Advisors
Florida
$4M +$752K +16,033 +23%
UAG
141
United Advisor Group
Ohio
$3.97M +$745K +15,882 +23%
5W
142
5T Wealth
California
$3.82M +$3.89M +82,939 New
HI
143
Harbour Investments
Wisconsin
$3.81M +$305K +6,504 +9%
SA
144
Sanctuary Advisors
Indiana
$3.57M +$860K +18,335 +31%
LWL
145
Leo Wealth LLC
Texas
$3.56M +$513K +10,942 +16%
GWM
146
GSB Wealth Management
Connecticut
$3.55M +$648K +13,830 +22%
WMA
147
West Michigan Advisors
Michigan
$3.54M +$112K +2,387 +3%
GFG
148
Goldstone Financial Group
Illinois
$3.53M +$3.59M +76,557 New
SFC
149
Sprinkle Financial Consultants
Colorado
$3.35M +$1.83M +38,931 +115%
HFRG
150
Houlihan Financial Resource Group
Virginia
$3.32M +$765K +16,310 +29%
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