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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
126
Triad Wealth Partners
Kansas
$11.7M +$1.24M +26,002 +12%
SO
127
Sierra Ocean
California
$11.4M +$386K +8,122 +4%
ATWA
128
Arbor Trust Wealth Advisors
Michigan
$11.4M +$333K +6,995 +3%
AI
129
Atria Investments
North Carolina
$11.3M +$11.4M +238,578 New
MIA
130
Milestone Investment Advisors
Wisconsin
$11.3M +$280K +5,876 +3%
NFG
131
Nations Financial Group
Iowa
$11.1M +$2.46M +51,677 +28%
CWA
132
Clarity Wealth Advisors
California
$10.6M +$1.56M +32,750 +17%
JWA
133
JFS Wealth Advisors
Pennsylvania
$10.5M +$4.11M +86,417 +64%
BCM
134
Blume Capital Management
California
$10.3M +$7.97M +167,526 +328%
FFG
135
Floyd Financial Group
Missouri
$10.3M +$217K +4,554 +2%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$10.2M -$119K -2,501 -1%
SPIA
137
Steward Partners Investment Advisory
New York
$9.99M +$394K +8,274 +4%
CPCP
138
Cedar Point Capital Partners
Iowa
$9.72M +$398K +8,357 +4%
CWMS
139
Cannon Wealth Management Services
North Carolina
$9.72M +$855K +17,965 +10%
PWM
140
Perigon Wealth Management
California
$9.68M +$417K +8,771 +4%
GFG
141
Greenbush Financial Group
New York
$9.64M +$1.03M +21,597 +12%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$9.46M +$9.5M +199,752 New
FIT
143
Financially in Tune
Massachusetts
$9.46M +$9.5M +199,702 New
PJWM
144
Philip James Wealth Mangement
Georgia
$9.3M -$136K -2,850 -1%
TFM
145
Trademark Financial Management
Minnesota
$9.03M +$103K +2,160 +1%
EFS
146
Econ Financial Services
Pennsylvania
$8.8M -$6.67M -140,283 -43%
VWA
147
Visionary Wealth Advisors
Illinois
$8.68M +$1.75M +36,723 +25%
WIM
148
WealthPlan Investment Management
Nebraska
$8.57M +$1.06M +22,197 +14%
WA
149
WBH Advisory
Maryland
$8.56M +$825K +17,343 +11%
LWMNY
150
Landmark Wealth Management (New York)
New York
$8.44M +$445K +9,360 +6%