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JPMorgan Limited Duration Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FM
51
Foster & Motley
Ohio
$402K
BEI
52
Benjamin Edwards Inc
Missouri
$398K +$396K +7,653 New
Comerica Bank
53
Comerica Bank
Texas
$377K +$375K +7,250 New
BWP
54
BlueStem Wealth Partners
Minnesota
$363K -$8.03M -155,228 -96%
Creative Planning
55
Creative Planning
Kansas
$313K
SFC
56
Swisher Financial Concepts
Ohio
$313K +$15K +289 +5%
PTC
57
Private Trust Company
Ohio
$300K -$8.12K -157 -3%
VF
58
Vawter Financial
Ohio
$250K +$248K +4,800 New
KW
59
KWB Wealth
California
$209K +$3.31K +64 +2%
FFA
60
Farther Finance Advisors
California
$156K +$155K +3,000 New
SPIA
61
Steward Partners Investment Advisory
New York
$141K +$3.1K +60 +2%
NA
62
NewEdge Advisors
Louisiana
$111K -$96.3K -1,861 -47%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$106K +$931 +18 +0.9%
HI
64
Harbour Investments
Wisconsin
$95.1K +$25.1K +486 +36%
FWA
65
Flagship Wealth Advisors
Massachusetts
$89.8K -$18.3K -354 -17%
GWM
66
Geneos Wealth Management
Colorado
$62.9K
RF
67
Rossby Financial
Florida
$50.2K +$50.1K +968 New
CFD
68
Creative Financial Designs
Indiana
$43.8K +$466 +9 +1%
AF
69
Allworth Financial
California
$37.5K
AAP
70
Arax Advisory Partners
Colorado
$36.2K +$36.1K +697 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$34K +$12.7K +245 +60%
GA
72
GoalVest Advisory
New York
$29.7K +$310 +6 +1%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$7K
GWSG
74
GPS Wealth Strategies Group
Colorado
$5.29K +$52 +1 +1%
PS
75
Principal Securities
Iowa
$3.3K