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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
5W
151
5T Wealth
California
$8.93M +$960K +20,220 +12%
EFG
152
Embree Financial Group
Illinois
$8.85M +$2.96M +62,285 +50%
NEWAS
153
N.E.W. Advisory Services
Wisconsin
$8.83M -$3.43M -72,289 -28%
OC
154
Oppenheimer & Co
New York
$8.31M +$634K +13,364 +8%
SA
155
Sanctuary Advisors
Indiana
$8.23M +$1.53M +32,197 +23%
MMA
156
Miracle Mile Advisors
California
$8.14M -$4.75K -100 -0.1%
IP
157
Ignite Planners
California
$8.05M +$320K +6,736 +4%
AA
158
Alpha Advisors
Virginia
$7.85M -$4.47M -94,250 -36%
WIC
159
Whitegate Investment Counselors
New Hampshire
$7.49M +$503K +10,609 +7%
WB
160
WesBanco Bank
West Virginia
$7.48M +$3.73M +78,623 +98%
VWA
161
Visionary Wealth Advisors
Illinois
$7.43M -$1.2M -25,387 -14%
MWA
162
MN Wealth Advisors
Kansas
$7.33M +$958K +20,192 +15%
AWM
163
Apollon Wealth Management
South Carolina
$7.27M +$244K +5,146 +3%
LPAM
164
Lodestar Private Asset Management
California
$7.22M +$155K +3,257 +2%
KWA
165
Kellett Wealth Advisors
Ohio
$7.2M +$7.25M +152,848 New
BWM
166
Base Wealth Management
Florida
$7.17M +$1.6M +33,801 +29%
CIA
167
Concurrent Investment Advisors
Florida
$7.16M +$1.39M +29,234 +24%
MCC
168
Money Concepts Capital
Florida
$7.16M +$3.68M +77,614 +104%
T
169
Tableaux
Massachusetts
$7.04M +$2.57M +54,174 +57%
MG
170
Mather Group
Illinois
$6.78M +$80.2K +1,689 +1%
EFS
171
Essex Financial Services
Connecticut
$6.54M +$2.81M +59,107 +74%
PJWM
172
Philip James Wealth Mangement
Georgia
$6.18M -$3.1M -65,220 -33%
HWMO
173
Heritage Wealth Management (Ohio)
Ohio
$6M +$604K +12,730 +11%
BCA
174
Bay Colony Advisors
Massachusetts
$5.96M +$1.79M +37,768 +42%
PS
175
Principal Securities
Iowa
$5.92M +$160K +3,375 +3%