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JPMorgan Core Plus Bond ETF
JCPB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
201
Etesian Wealth Advisors
Oregon
$2.11M -$53K -1,127 -2%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$2.1M +$494K +10,500 +31%
HWA
203
Heritage Wealth Architects
Minnesota
$2.09M +$31.8K +676 +2%
QCIG
204
Quad-Cities Investment Group
Iowa
$2.06M -$87.3K -1,854 -4%
LWMI
205
Legacy Wealth Management (Idaho)
Idaho
$2.04M -$191K -4,060 -9%
MAG
206
Mayfair Advisory Group
Alabama
$2M +$7.48K +159 +0.4%
IA
207
IFP Advisors
Florida
$1.93M +$268K +5,695 +16%
WIC
208
Whitegate Investment Counselors
New Hampshire
$1.93M +$524K +11,138 +38%
BAM
209
Belpointe Asset Management
Nevada
$1.85M +$12.8K +273 +0.7%
PSCM
210
Per Stirling Capital Management
Texas
$1.82M -$4.94M -105,049 -73%
NA
211
NewEdge Advisors
Louisiana
$1.82M -$139K -2,960 -7%
PP
212
PDS Planning
Ohio
$1.79M +$1.78M +37,742 New
IFG
213
Independent Financial Group
California
$1.78M +$1.77M +37,521 New
HFRG
214
Houlihan Financial Resource Group
Virginia
$1.77M -$1.97M -41,760 -53%
UCB
215
United Community Bank
South Carolina
$1.77M +$1.75M +37,185 New
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$1.75M +$295K +6,274 +21%
FA
217
Fiduciary Alliance
South Carolina
$1.7M +$116K +2,455 +7%
BPA
218
Beacon Pointe Advisors
California
$1.7M +$335K +7,122 +25%
GRP
219
Global Retirement Partners
California
$1.7M -$84.1K -1,786 -5%
FA
220
Fountainhead AM
New Jersey
$1.68M -$71.3K -1,516 -4%
SWIM
221
Smallwood Wealth Investment Management
New Jersey
$1.66M +$690K +14,663 +72%
MHR
222
Matthew Hamilton Rosenberg
$1.66M +$462K +9,822 +39%
MW
223
Maia Wealth
Colorado
$1.65M +$150K +3,189 +10%
DAS
224
Diversify Advisory Services
Utah
$1.63M +$41.8K +888 +3%
RPGK
225
Retirement Planning Group (Kansas)
Kansas
$1.59M -$18.4K -392 -1%
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