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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
176
Houlihan Financial Resource Group
Virginia
$5.67M +$258K +5,444 +5%
KPWS
177
Kestra Private Wealth Services
Texas
$5.63M +$2.51M +52,870 +79%
CC
178
Courier Capital
New York
$5.23M +$550K +11,587 +12%
LWL
179
Leo Wealth LLC
Texas
$5.1M +$109K +2,304 +2%
MW
180
Merited Wealth
Florida
$5.04M +$3.3M +69,498 +185%
ICCON
181
Investment Counsel Company of Nevada
Nevada
$4.94M +$59.6K +1,256 +1%
SCA
182
Snowden Capital Advisors
New York
$4.89M +$731K +15,410 +17%
TA
183
TruWealth Advisors
Louisiana
$4.86M +$131K +2,755 +3%
KFP
184
KMG Fiduciary Partners
Ohio
$4.73M +$168K +3,541 +4%
SWP
185
Summit Wealth Partners
Florida
$4.72M +$467K +9,847 +11%
FFA
186
Farther Finance Advisors
California
$4.6M -$31K -654 -0.7%
KOMWMG
187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.58M +$1.18M +24,839 +34%
JJBC
188
James J. Burns & Company
New York
$4.56M +$293K +6,181 +7%
UAG
189
United Advisor Group
Ohio
$4.53M +$133K +2,812 +3%
BFG
190
Beto Financial Group
Idaho
$4.41M -$2.97M -62,494 -40%
MWA
191
Medallion Wealth Advisors
Connecticut
$4.39M +$192K +4,050 +5%
CP
192
Capital Planning
Washington
$4.37M -$14.7K -310 -0.3%
TGAM
193
TBH Global Asset Management
Tennessee
$4.35M +$2.25M +47,487 +106%
AIA
194
AssuredPartners Investment Advisors
Florida
$4.29M -$74.8K -1,577 -2%
PB
195
Prosperity Bancshares
Texas
$4.25M +$1.15M +24,198 +37%
CW
196
CreativeOne Wealth
Kansas
$4.18M +$424K +8,938 +11%
GWM
197
GSB Wealth Management
Connecticut
$4.18M +$273K +5,745 +7%
EH
198
Equitable Holdings
New York
$4.16M +$4.18M +88,093 New
BPW
199
BlueDoor Private Wealth
Massachusetts
$4.1M -$187K -3,935 -4%
PG
200
Patten Group
Tennessee
$4.1M +$278K +5,848 +7%