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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
126
LPL Financial
California
$7.99M +$2.06M +44,276 +35%
NFG
127
Nations Financial Group
Iowa
$7.93M +$931K +20,041 +13%
IP
128
Ignite Planners
California
$7.73M +$601K +12,936 +8%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$7.7M +$5.14M +110,673 +209%
CWA
130
Clarity Wealth Advisors
California
$7.69M +$339K +7,300 +5%
GFG
131
Greenbush Financial Group
New York
$7.67M +$529K +11,378 +8%
LWMNY
132
Landmark Wealth Management (New York)
New York
$7.59M -$129K -2,780 -2%
TPA
133
Trivium Point Advisory
Connecticut
$7.58M +$167K +3,593 +2%
TFM
134
Trademark Financial Management
Minnesota
$7.42M +$4.41M +94,866 +151%
CWM
135
Congress Wealth Management
Massachusetts
$7.23M +$4.34M +93,462 +155%
LPAM
136
Lodestar Private Asset Management
California
$6.76M -$83.7K -1,801 -1%
PSCM
137
Per Stirling Capital Management
Texas
$6.74M -$114K -2,464 -2%
MG
138
Mather Group
Illinois
$6.55M +$43.6K +939 +0.7%
OC
139
Oppenheimer & Co
New York
$6.36M +$294K +6,333 +5%
KPWS
140
Kestra Private Wealth Services
Texas
$6.29M -$324K -6,966 -5%
5W
141
5T Wealth
California
$5.88M +$1.67M +35,862 +40%
WA
142
WBH Advisory
Maryland
$5.85M +$5.77M +124,244 New
LWM
143
Lionsbridge Wealth Management
Florida
$5.84M +$196K +4,225 +4%
T
144
Tableaux
Massachusetts
$5.62M -$4.38M -94,282 -44%
BWM
145
BCGM Wealth Management
Indiana
$5.29M -$4.64M -99,984 -47%
VWA
146
Visionary Wealth Advisors
Illinois
$5.01M -$4.02M -86,646 -45%
ICCON
147
Investment Counsel Company of Nevada
Nevada
$4.76M +$4.26M +91,700 +981%
MWA
148
MN Wealth Advisors
Kansas
$4.74M -$626K -13,466 -12%
CIA
149
Concurrent Investment Advisors
Florida
$4.66M -$406K -8,749 -8%
TA
150
TruWealth Advisors
Louisiana
$4.55M +$55.1K +1,186 +1%