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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
151
First Citizens Financial Corp
Iowa
$872K +$11.8K +254 +1%
WWP
152
Walden Wealth Partners
Ohio
$867K -$28.2K -606 -3%
MHR
153
Matthew Hamilton Rosenberg
$864K +$28.2K +607 +3%
JJBC
154
James J. Burns & Company
New York
$848K -$313K -6,722 -27%
Lido Advisors
155
Lido Advisors
California
$789K -$59.5K -1,280 -7%
PG
156
Patten Group
Tennessee
$787K +$785K +16,872 New
WF
157
Wayfinding Financial
Washington
$783K -$95K -2,042 -11%
Betterment LLC
158
Betterment LLC
New York
$776K +$774K +16,634 New
CFS
159
CRA Financial Services
New Jersey
$775K +$773K +16,625 New
PWM
160
Pinnacle Wealth Management
California
$766K +$472K +10,149 +162%
HFRG
161
Houlihan Financial Resource Group
Virginia
$723K +$509K +10,950 +241%
LPL Financial
162
LPL Financial
California
$722K +$240K +5,169 +50%
BPA
163
Beacon Pointe Advisors
California
$721K +$78.8K +1,693 +12%
AAS
164
Avantax Advisory Services
Texas
$682K +$93.6K +2,011 +16%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$676K +$530K +11,399 +369%
MCM
166
MidAtlantic Capital Management
Virginia
$668K
SFS
167
Security Financial Services
Indiana
$606K -$37.8K -812 -6%
CIA
168
Concurrent Investment Advisors
Florida
$604K +$59.7K +1,283 +11%
SPC
169
Sigma Planning Corp
Michigan
$595K +$318K +6,846 +116%
IA
170
IFP Advisors
Florida
$580K -$186K -3,992 -24%
SFM
171
Signet Financial Management
New Jersey
$573K +$71.4K +1,534 +14%
RJT
172
Raymond James Trust
Florida
$524K +$138K +2,974 +36%
OIA
173
OneDigital Investment Advisors
Kansas
$524K +$523K +11,238 New
PAWA
174
Palo Alto Wealth Advisors
California
$516K +$66.4K +1,427 +15%
Renaissance Technologies
175
Renaissance Technologies
New York
$513K +$512K +11,000 New