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JPMorgan Limited Duration Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Centerpoint Advisory Group
Kansas
$455K -$45.6K -870 -9%
PWP
77
PrairieView Wealth Partners
Illinois
$445K +$446K +8,508 New
JIP
78
Jaffetilchin Investment Partners
Florida
$439K -$88.1K -1,680 -17%
Creative Planning
79
Creative Planning
Kansas
$431K +$11.6K +221 +3%
FOR
80
Family Office Research
Maryland
$406K +$406K +7,736 New
BFA
81
Beacon Financial Advisory
Ohio
$399K +$39.6K +756 +11%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$396K +$276K +5,272 +230%
HBW
83
Hazlett, Burt & Watson
West Virginia
$353K +$224K +4,267 +169%
MWM
84
Maridea Wealth Management
New York
$350K +$351K +6,689 New
DE
85
Diversified Enterprises
Delaware
$348K +$77K +1,468 +28%
PI
86
PFG Investments
New York
$278K
MIM
87
Martin Investment Management
Florida
$253K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$222K +$222K +4,234 New
PD
89
Planning Directions
Pennsylvania
$215K +$215K +4,103 New
GS
90
GWN Securities
Florida
$214K +$215K +4,094 New
HI
91
Harbour Investments
Wisconsin
$194K +$34K +649 +21%
AAP
92
Arax Advisory Partners
Colorado
$191K +$191K +3,645 New
Wells Fargo
93
Wells Fargo
California
$187K -$4.74M -90,358 -96%
SPIA
94
Steward Partners Investment Advisory
New York
$162K +$52 +1 +0%
KAS
95
Kestra Advisory Services
Texas
$134K +$135K +2,566 New
GSWM
96
Golden State Wealth Management
California
$132K +$133K +2,530 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$109K -$117K -2,233 -52%
FWA
98
Flagship Wealth Advisors
Massachusetts
$84.4K -$5.98K -114 -7%
GWM
99
Geneos Wealth Management
Colorado
$83.4K
PRAG
100
Portfolio Resources Advisor Group
Florida
$80.8K +$80.6K +1,538 New