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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
151
Newman Dignan & Sheerar Inc
Rhode Island
$10.1M +$8.73M +186,073 +663%
ATWA
152
Arbor Trust Wealth Advisors
Michigan
$9.86M -$906K -19,321 -8%
MIA
153
Milestone Investment Advisors
Wisconsin
$9.71M -$1.48M -31,630 -13%
PWM
154
Perigon Wealth Management
California
$9.57M -$487K -10,384 -5%
WIC
155
Whitegate Investment Counselors
New Hampshire
$9.37M +$1.9M +40,578 +26%
OC
156
Oppenheimer & Co
New York
$9.17M +$881K +18,796 +11%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$9.05M +$9.04M +192,851 New
MW
158
Merited Wealth
Florida
$9.04M +$4.01M +85,586 +80%
5W
159
5T Wealth
California
$9.01M +$106K +2,252 +1%
SPA
160
Shore Point Advisors
New Jersey
$8.59M +$7.14M +152,231 +496%
AA
161
Alpha Advisors
Virginia
$8.47M +$647K +13,799 +8%
BWM
162
Base Wealth Management
Florida
$8.42M +$1.27M +26,984 +18%
IP
163
Ignite Planners
California
$8.19M +$155K +3,312 +2%
MMA
164
Miracle Mile Advisors
California
$7.99M -$128K -2,738 -2%
TPA
165
Trivium Point Advisory
Connecticut
$7.98M +$4.02M +85,693 +102%
MWA
166
MN Wealth Advisors
Kansas
$7.91M +$598K +12,742 +8%
CIA
167
Concurrent Investment Advisors
Florida
$7.52M +$372K +7,935 +5%
AWM
168
Apollon Wealth Management
South Carolina
$7.36M +$109K +2,316 +1%
T
169
Tableaux
Massachusetts
$7.32M +$302K +6,433 +4%
KWA
170
Kellett Wealth Advisors
Ohio
$7.3M +$124K +2,654 +2%
LPAM
171
Lodestar Private Asset Management
California
$7.1M -$96.8K -2,065 -1%
NEWAS
172
N.E.W. Advisory Services
Wisconsin
$7.03M -$1.77M -37,767 -20%
PAG
173
Private Advisor Group
New Jersey
$6.96M +$6.44M +137,226 +1,248%
MG
174
Mather Group
Illinois
$6.88M +$111K +2,373 +2%
KOMWMG
175
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.78M +$2.22M +47,247 +49%