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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPA
151
Trivium Point Advisory
Connecticut
$8.35M +$247K +5,192 +3%
MMA
152
Miracle Mile Advisors
California
$8.19M -$108K -2,278 -1%
AFA
153
Arlington Financial Advisors
California
$8.04M -$25.4M -533,822 -76%
5W
154
5T Wealth
California
$8.03M +$526K +11,056 +7%
IP
155
Ignite Planners
California
$7.79M +$186K +3,918 +2%
OC
156
Oppenheimer & Co
New York
$7.73M +$344K +7,228 +5%
SFC
157
Sprinkle Financial Consultants
Colorado
$7.44M +$2.6M +54,580 +53%
BFG
158
Beto Financial Group
Idaho
$7.41M +$7.45M +156,647 New
LPAM
159
Lodestar Private Asset Management
California
$7.11M +$235K +4,930 +3%
AWM
160
Apollon Wealth Management
South Carolina
$7.07M +$29.3K +615 +0.4%
WIC
161
Whitegate Investment Counselors
New Hampshire
$7.03M +$5.13M +107,820 +266%
SA
162
Sanctuary Advisors
Indiana
$6.75M +$878K +18,448 +15%
MG
163
Mather Group
Illinois
$6.74M -$73.9K -1,553 -1%
MWA
164
MN Wealth Advisors
Kansas
$6.42M +$1.54M +32,440 +31%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$6.06M +$1.45M +30,458 +31%
EFG
166
Embree Financial Group
Illinois
$5.95M +$1.65M +34,693 +38%
CIA
167
Concurrent Investment Advisors
Florida
$5.82M +$718K +15,087 +14%
PS
168
Principal Securities
Iowa
$5.79M +$498K +10,469 +9%
BWA
169
Boulder Wealth Advisors
Colorado
$5.76M +$4.39M +92,215 +313%
BWM
170
Base Wealth Management
Florida
$5.61M +$2.32M +48,806 +70%
HFRG
171
Houlihan Financial Resource Group
Virginia
$5.46M +$3.7M +77,845 +209%
HWMO
172
Heritage Wealth Management (Ohio)
Ohio
$5.43M +$1.84M +38,649 +51%
Betterment LLC
173
Betterment LLC
New York
$5.1M +$486K +10,206 +10%
LWL
174
Leo Wealth LLC
Texas
$5.02M +$5.04M +106,030 New
ICCON
175
Investment Counsel Company of Nevada
Nevada
$4.9M +$59.8K +1,256 +1%