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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Heritage Wealth Architects
Minnesota
$2.03M +$207K +4,453 +11%
EWA
202
EP Wealth Advisors
California
$2.03M +$1.79M +38,546 +836%
MAG
203
Mayfair Advisory Group
Alabama
$1.96M +$1.2M +25,842 +161%
SPG
204
Strategic Planning Group
Utah
$1.95M +$146K +3,149 +8%
NA
205
NewEdge Advisors
Louisiana
$1.94M -$124K -2,669 -6%
BAM
206
Belpointe Asset Management
Nevada
$1.82M +$61.1K +1,315 +4%
GRP
207
Global Retirement Partners
California
$1.77M +$1.74M +37,565 New
FA
208
Fountainhead AM
New Jersey
$1.73M +$59.2K +1,275 +4%
EFG
209
Embree Financial Group
Illinois
$1.67M +$323K +6,953 +24%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$1.66M +$1.64M +35,304 New
IA
211
IFP Advisors
Florida
$1.65M +$688K +14,803 +73%
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.61M +$381K +8,211 +31%
BW
213
Balance Wealth
Ohio
$1.61M -$2.23M -48,082 -58%
RPGK
214
Retirement Planning Group (Kansas)
Kansas
$1.59M -$105K -2,267 -6%
NEWAS
215
N.E.W. Advisory Services
Wisconsin
$1.59M -$14.4M -309,167 -90%
FA
216
Fiduciary Alliance
South Carolina
$1.57M +$1.55M +33,363 New
DAS
217
Diversify Advisory Services
Utah
$1.57M -$143K -3,087 -8%
FFA
218
Farther Finance Advisors
California
$1.55M +$48K +1,033 +3%
GSIAS
219
Garden State Investment Advisory Services
New Jersey
$1.52M -$1.38M -29,706 -48%
WIA
220
World Investment Advisors
California
$1.5M +$10.9K +235 +0.7%
MFG
221
Menard Financial Group
Texas
$1.49M -$45.2K -973 -3%
MW
222
Maia Wealth
Colorado
$1.49M +$798K +17,171 +119%
GFG
223
Goldstone Financial Group
Illinois
$1.47M -$2.14M -46,033 -59%
TFS
224
Thoroughbred Financial Services
Tennessee
$1.44M -$125K -2,696 -8%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$1.42M +30,576 New