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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$358K +$20.7K +450 +6%
US Bancorp
202
US Bancorp
Minnesota
$354K -$2.02K -44 -0.6%
LSPW
203
Lake Street Private Wealth
Illinois
$351K +$33.4K +726 +11%
RVPG
204
Relative Value Partners Group
$351K +$348K +7,572 New
PAG
205
Private Advisor Group
New Jersey
$346K -$1.75K -38 -0.5%
SHJ
206
Sharkey, Howes & Javer
Colorado
$329K +$327K +7,105 New
PFS
207
Prospera Financial Services
Texas
$328K +$70.7K +1,538 +28%
EWA
208
Etesian Wealth Advisors
Oregon
$320K +$317K +6,897 New
UWM
209
USAdvisors Wealth Management
Minnesota
$319K -$77K -1,675 -20%
TFO
210
Tarbox Family Office
California
$296K +$294K +6,389 New
SCM
211
Stonehearth Capital Management
Massachusetts
$293K +$8.28K +180 +3%
CL
212
Choreo LLC
Illinois
$291K +$292K +6,352 New
CC
213
Courier Capital
New York
$288K +$286K +6,217 New
TI
214
Tidal Investments
Wisconsin
$284K +$2.35K +51 +0.8%
SPI
215
Sutton Place Investors
New York
$280K +$64.9K +1,411 +30%
AFP
216
Ausdal Financial Partners
Iowa
$268K +$266K +5,795 New
GWM
217
Geneos Wealth Management
Colorado
$261K +$79.4K +1,726 +44%
LW
218
Linscomb Wealth
Texas
$259K +$368 +8 +0.1%
BFA
219
Beaumont Financial Advisors
Massachusetts
$248K -$4.92K -107 -2%
MAG
220
Mayfair Advisory Group
Alabama
$240K
BWM
221
BlackDiamond Wealth Management
New York
$231K +$225K +4,894 New
FPGK
222
Financial Partners Group (Kansas)
Kansas
$228K +$8.92K +194 +4%
SWP
223
Semus Wealth Partners
Florida
$227K +$225K +4,896 New
AWM
224
Apollon Wealth Management
South Carolina
$223K
LFG
225
Larson Financial Group
Missouri
$220K -$7.26K -158 -3%