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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sanctuary Advisors
Indiana
$4.44M +$739K +15,909 +20%
KFP
152
KMG Fiduciary Partners
Ohio
$4.39M +$426K +9,167 +11%
UAG
153
United Advisor Group
Ohio
$4.26M -$231K -4,968 -5%
OMC
154
Old Mission Capital
Illinois
$4.21M +$3.56M +76,582 +590%
CP
155
Capital Planning
Washington
$4.11M -$1.58M -34,077 -28%
LWL
156
Leo Wealth LLC
Texas
$4.11M +$4.05M +87,289 New
CC
157
Courier Capital
New York
$4.1M +$432K +9,299 +12%
Betterment LLC
158
Betterment LLC
New York
$3.98M +$1.07M +23,086 +38%
SFC
159
Sprinkle Financial Consultants
Colorado
$3.91M +$157K +3,390 +4%
AWS
160
Atria Wealth Solutions
New York
$3.78M -$2.82M -60,763 -43%
WMA
161
West Michigan Advisors
Michigan
$3.76M +$8.41K +181 +0.2%
AWA
162
Arete Wealth Advisors
Illinois
$3.73M +$13.1K +283 +0.4%
HFRG
163
Houlihan Financial Resource Group
Virginia
$3.71M +$242K +5,200 +7%
SWP
164
Summit Wealth Partners
Florida
$3.62M +$741K +15,953 +26%
PVI
165
Pine Valley Investments
New Jersey
$3.55M +$358K +7,704 +11%
JWBC
166
John W. Brooker & Co
California
$3.54M -$15.7M -337,997 -82%
GWM
167
GSB Wealth Management
Connecticut
$3.53M +$71.1K +1,531 +2%
CW
168
CreativeOne Wealth
Kansas
$3.51M -$45.5K -980 -1%
BCI
169
Brinker Capital Investments
Pennsylvania
$3.49M +$2.05M +44,060 +146%
JJBC
170
James J. Burns & Company
New York
$3.37M +$597K +12,848 +22%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3.37M +$70K +1,508 +2%
SCA
172
Snowden Capital Advisors
New York
$3.35M +$151K +3,243 +5%
FTS
173
Fifth Third Securities
Ohio
$3.34M +$2.59M +55,830 +370%
GAM
174
Gotham Asset Management
New York
$3.33M +$144K +3,105 +5%
MWA
175
Medallion Wealth Advisors
Connecticut
$3.22M +$680K +14,646 +27%