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JPMorgan Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
201
Harbour Investments
Wisconsin
$4.08M +$821K +17,300 +25%
AWA
202
Acorn Wealth Advisors
Michigan
$4.08M +$773K +16,280 +23%
IP
203
Indivisible Partners
Florida
$4.07M -$91.1K -1,920 -2%
TPA
204
Trivium Point Advisory
Connecticut
$3.97M -$4.36M -91,903 -52%
MAG
205
Mayfair Advisory Group
Alabama
$3.82M +$703K +14,818 +22%
PVI
206
Pine Valley Investments
New Jersey
$3.8M -$8.12K -171 -0.2%
IAA
207
Independent Advisor Alliance
North Carolina
$3.78M +$210K +4,429 +6%
SF
208
Summit Financial
New Jersey
$3.73M +$652K +13,736 +21%
LWM
209
Lionsbridge Wealth Management
Florida
$3.65M -$45K -948 -1%
GAM
210
Gotham Asset Management
New York
$3.63M +$153K +3,225 +4%
WIA
211
World Investment Advisors
California
$3.57M -$59.7K -1,258 -2%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$3.56M +$288K +6,078 +9%
SCFS
213
Stewardship Concepts Financial Services
Washington
$3.52M +$615K +12,953 +21%
SCM
214
Saxony Capital Management
Missouri
$3.32M +$151K +3,186 +5%
HNH
215
Hopwood Nicholas Hunter
$3.25M +$97.8K +2,060 +3%
AG
216
Ascent Group
Virginia
$3.24M +$494K +10,414 +18%
BWM
217
BCGM Wealth Management
Indiana
$3.18M -$69.6K -1,467 -2%
AWM
218
AE Wealth Management
Kansas
$3.17M +$2.21M +46,479 +224%
OCWP
219
Owl Creek Wealth Partners
Colorado
$3.14M +$3.16M +66,655 New
CFS
220
Coordinated Financial Services
Colorado
$2.99M +$73.7K +1,552 +3%
MCM
221
MidAtlantic Capital Management
Virginia
$2.96M -$83K -1,750 -3%
AWA
222
Arete Wealth Advisors
Illinois
$2.95M +$175K +3,692 +6%
Lido Advisors
223
Lido Advisors
California
$2.88M +$125K +2,638 +5%
LA
224
LexAurum Advisors
Kansas
$2.82M +$2.84M +59,914 New
UCB
225
United Community Bank
South Carolina
$2.79M +$2.82M +59,338 New