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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
176
James J. Burns & Company
New York
$2.77M +$299K +6,426 +12%
MWA
177
Medallion Wealth Advisors
Connecticut
$2.54M -$123K -2,650 -5%
TNBTD
178
Trustmark National Bank Trust Department
Mississippi
$2.53M +$438K +9,412 +21%
AWA
179
Acorn Wealth Advisors
Michigan
$2.5M +$37K +796 +2%
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$247K +5,314 +11%
Creative Planning
181
Creative Planning
Kansas
$2.48M +$325K +6,995 +15%
CAWM
182
Capital Advisors Wealth Management
Washington
$2.42M +$726K +15,602 +43%
Citadel Advisors
183
Citadel Advisors
Florida
$2.4M +$2.04M +43,867 +616%
LA
184
LexAurum Advisors
Kansas
$2.39M +$18.4K +396 +0.8%
BEI
185
Benjamin Edwards Inc
Missouri
$2.38M +$17K +366 +0.7%
CFS
186
Coordinated Financial Services
Colorado
$2.3M +$1.38M +29,601 +153%
ACP
187
Aveo Capital Partners
Colorado
$2.28M -$534K -11,475 -19%
BFS
188
BridgePort Financial Solutions
Iowa
$2.27M +$864K +18,588 +63%
BTD
189
BankPlus Trust Department
Mississippi
$2.22M +$371K +7,983 +20%
EWA
190
Etesian Wealth Advisors
Oregon
$2.14M +$618K +13,297 +41%
OC
191
Oarsman Capital
Wisconsin
$2.12M -$1.03M -22,246 -33%
QCIG
192
Quad-Cities Investment Group
Iowa
$2.07M +$88.5K +1,903 +5%
NA
193
NewEdge Advisors
Louisiana
$2.06M -$289K -6,225 -12%
PG
194
Patten Group
Tennessee
$2.04M +$222K +4,764 +12%
SCM
195
Saxony Capital Management
Missouri
$2.02M -$69.2K -1,489 -3%
WGCA
196
Wolf Group Capital Advisors
Virginia
$2.01M +$1.99M +42,806 New
HWMO
197
Heritage Wealth Management (Ohio)
Ohio
$1.89M +$263K +5,650 +16%
HWA
198
Heritage Wealth Architects
Minnesota
$1.82M +$1.8M +38,725 New
SPG
199
Strategic Planning Group
Utah
$1.8M +$253K +5,441 +17%
BAM
200
Belpointe Asset Management
Nevada
$1.76M -$94.7K -2,037 -5%