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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$3.5M
KOMWMG
202
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.43M +$3.44M +72,344 New
JWBC
203
John W. Brooker & Co
California
$3.39M -$160K -3,355 -4%
AWA
204
Acorn Wealth Advisors
Michigan
$3.33M +$2.26M +47,461 +208%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.3M -$87.3K -1,834 -3%
HI
206
Harbour Investments
Wisconsin
$3.28M +$485K +10,194 +17%
BWM
207
BCGM Wealth Management
Indiana
$3.27M +$387K +8,127 +13%
SCM
208
Saxony Capital Management
Missouri
$3.19M +$939K +19,735 +41%
HNH
209
Hopwood Nicholas Hunter
$3.17M +$3.19M +66,964 New
KPWS
210
Kestra Private Wealth Services
Texas
$3.15M -$19.2K -403 -0.6%
MAG
211
Mayfair Advisory Group
Alabama
$3.14M +$1.16M +24,298 +58%
PB
212
Prosperity Bancshares
Texas
$3.13M +$3.14M +66,022 New
SF
213
Summit Financial
New Jersey
$3.11M +$228K +4,797 +8%
MCM
214
MidAtlantic Capital Management
Virginia
$3.06M +$103K +2,156 +3%
OBWA
215
Oak Barrel Wealth Advisory
Virginia
$2.94M +$2.95M +61,989 New
CFS
216
Coordinated Financial Services
Colorado
$2.93M +$301K +6,326 +11%
SCFS
217
Stewardship Concepts Financial Services
Washington
$2.93M +$2.94M +61,852 New
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$2.88M -$66.6K -1,400 -2%
FTS
219
Fifth Third Securities
Ohio
$2.87M -$765K -16,070 -21%
AWA
220
Arete Wealth Advisors
Illinois
$2.79M +$81.9K +1,722 +3%
Lido Advisors
221
Lido Advisors
California
$2.78M +$1.78M +37,430 +177%
AG
222
Ascent Group
Virginia
$2.76M +$119K +2,501 +4%
WMA
223
West Michigan Advisors
Michigan
$2.75M +$51.5K +1,082 +2%
NA
224
NewEdge Advisors
Louisiana
$2.68M +$874K +18,374 +48%
BTD
225
BankPlus Trust Department
Mississippi
$2.67M +$212K +4,446 +9%