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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
151
Palo Alto Wealth Advisors
California
$456K +$147K +3,255 +51%
KWM
152
Kingsview Wealth Management
Oregon
$447K -$392K -8,682 -48%
TCA
153
Transcend Capital Advisors
New Jersey
$440K +$2.35K +52 +0.6%
JWCA
154
J.W. Cole Advisors
Florida
$439K -$78.6K -1,740 -16%
PCS
155
Personal CFO Solutions
New Jersey
$402K +$386K +8,544 New
Comerica Bank
156
Comerica Bank
Texas
$402K -$17K -376 -4%
RJT
157
Raymond James Trust
Florida
$389K +$373K +8,270 New
PAG
158
Private Advisor Group
New Jersey
$385K
GRP
159
Global Retirement Partners
California
$362K +$197K +4,354 +129%
AG
160
Ascent Group
Virginia
$354K +$84.8K +1,878 +33%
MOS
161
MGO One Seven
Ohio
$345K +$331K +7,321 New
LSPW
162
Lake Street Private Wealth
Illinois
$344K +$14.1K +312 +4%
UWM
163
USAdvisors Wealth Management
Minnesota
$343K -$1.35K -30 -0.4%
DOA
164
D'Orazio & Associates
Virginia
$337K +$324K +7,166 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$319K +$296K +6,556 +2,888%
HWM
166
HB Wealth Management
Georgia
$306K +$294K +6,509 New
ASN
167
Advisory Services Network
Georgia
$305K +$50.9K +1,128 +21%
PWM
168
Pinnacle Wealth Management
California
$296K +$284K +6,282 New
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$287K +$37.4K +828 +16%
TI
170
Tidal Investments
Wisconsin
$284K -$531K -11,749 -66%
GIA
171
Gladstone Institutional Advisory
Florida
$282K +$270K +5,980 New
SCM
172
Stonehearth Capital Management
Massachusetts
$280K +$268K +5,941 New
SPC
173
Sigma Planning Corp
Michigan
$278K -$309K -6,840 -54%
BFA
174
Beaumont Financial Advisors
Massachusetts
$270K -$5.64K -125 -2%
AAS
175
Ameritas Advisory Services
Nebraska
$262K +$253K +5,599 New