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JPMorgan Limited Duration Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
101
Sandy Cove Advisors
Massachusetts
$335K +$336K +6,411 New
AAP
102
Arax Advisory Partners
Colorado
$328K +$139K +2,646 +73%
MIM
103
Martin Investment Management
Florida
$318K +$65.8K +1,255 +26%
PWM
104
Perigon Wealth Management
California
$278K +$279K +5,317 New
PI
105
PFG Investments
New York
$277K
HI
106
Harbour Investments
Wisconsin
$271K +$78K +1,488 +40%
BFA
107
Beacon Financial Advisory
Ohio
$257K -$142K -2,704 -35%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$245K +$192K +3,657 +354%
Citadel Advisors
109
Citadel Advisors
Florida
$228K -$4.71M -89,732 -95%
PD
110
Planning Directions
Pennsylvania
$216K +$2.2K +42 +1%
GS
111
GWN Securities
Florida
$212K -$2.1K -40 -1%
KPWS
112
Kestra Private Wealth Services
Texas
$209K +$209K +3,995 New
BL
113
BFSG LLC
California
$197K +$198K +3,771 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$110K +$944 +18 +0.9%
AIC
115
Archer Investment Corporation
Indiana
$106K +$107K +2,040 New
GWM
116
Geneos Wealth Management
Colorado
$83.2K
PRAG
117
Portfolio Resources Advisor Group
Florida
$80.3K
AF
118
Alerus Financial
North Dakota
$79.8K +$80.2K +1,529 New
SIS
119
Sound Income Strategies
Florida
$74.1K +$74.7K +1,424 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$69.8K +$70.2K +1,338 New
FWA
121
Flagship Wealth Advisors
Massachusetts
$69.4K -$14.9K -284 -18%
GK
122
Graney & King
New York
$57.4K +$57.6K +1,099 New
BWL
123
Bogart Wealth LLC
Virginia
$52.2K +$52.4K +1,000 New
CMA
124
Cedar Mountain Advisors
Oregon
$49.6K
CFD
125
Creative Financial Designs
Indiana
$47.6K +$5.98K +114 +14%