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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
201
GSB Wealth Management
Connecticut
$4.25M +$82.7K +1,764 +2%
HI
202
Harbour Investments
Wisconsin
$4.12M +$47.5K +1,013 +1%
IAA
203
Independent Advisor Alliance
North Carolina
$4.06M +$284K +6,054 +8%
SCFS
204
Stewardship Concepts Financial Services
Washington
$3.99M +$475K +10,134 +14%
AWM
205
AE Wealth Management
Kansas
$3.9M +$745K +15,878 +24%
BWM
206
BCGM Wealth Management
Indiana
$3.89M +$718K +15,307 +23%
CW
207
CreativeOne Wealth
Kansas
$3.87M -$297K -6,325 -7%
ICM
208
Islay Capital Management
Texas
$3.86M +$1.94M +41,347 +101%
CP
209
Capital Planning
Washington
$3.83M -$533K -11,370 -12%
PVI
210
Pine Valley Investments
New Jersey
$3.8M +$12.8K +273 +0.3%
HNH
211
Hopwood Nicholas Hunter
$3.8M +$555K +11,829 +17%
LEA
212
Legacy Edge Advisors
New York
$3.79M +$1.41M +30,120 +59%
SF
213
Summit Financial
New Jersey
$3.76M +$45.4K +968 +1%
WIA
214
World Investment Advisors
California
$3.57M – – –
LWM
215
Lionsbridge Wealth Management
Florida
$3.51M -$131K -2,791 -4%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$3.47M -$81.5K -1,738 -2%
BFG
217
Beto Financial Group
Idaho
$3.44M -$948K -20,204 -21%
AWA
218
Arete Wealth Advisors
Illinois
$3.38M +$440K +9,377 +15%
WIP
219
WealthCare Investment Partners
Rhode Island
$3.35M +$3.13M +66,822 +1,453%
UCB
220
United Community Bank
South Carolina
$3.31M +$527K +11,231 +19%
FTUS
221
Flow Traders U.S.
New York
$3.31M +$3.31M +70,509 New
DWT
222
Dorsey & Whitney Trust
South Dakota
$3.24M +$1.05M +22,464 +48%
CCM
223
Coldstream Capital Management
Washington
$3.16M +$1.04M +22,162 +49%
FTS
224
Fifth Third Securities
Ohio
$3.15M +$454K +9,686 +17%
SCM
225
Saxony Capital Management
Missouri
$3.13M -$174K -3,703 -5%
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