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JPMorgan Short Duration Core Plus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lowe Wealth Advisors
Maryland
$1.21M +$54.5K +1,195 +5%
AFP
27
Ausdal Financial Partners
Iowa
$1.18M -$363K -7,963 -24%
TIM
28
Tortoise Investment Management
New York
$1.17M -$32.2K -705 -3%
FAAM
29
First Ascent Asset Management
Colorado
$1.16M +$70.9K +1,554 +7%
UBS Group
30
UBS Group
Switzerland
$1.13M -$1.72M -37,732 -61%
OMC
31
Old Mission Capital
Illinois
$1.12M +$1.1M +24,115 New
FWP
32
FAS Wealth Partners
Kansas
$1.1M +$12K +262 +1%
LWM
33
Lodestone Wealth Management
Washington
$1M -$8.67K -190 -0.9%
LPAM
34
Lodestar Private Asset Management
California
$716K -$91.6K -2,008 -12%
LA
35
LexAurum Advisors
Kansas
$715K +$249K +5,453 +55%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$659K +$646K +14,165 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$595K +$346K +7,574 +145%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$518K -$78.6K -1,723 -13%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$359K +7,878 New
MML Investors Services
40
MML Investors Services
Massachusetts
$354K +$81.5K +1,787 +31%
UWM
41
USAdvisors Wealth Management
Minnesota
$339K -$142K -3,114 -30%
SIG
42
Sargent Investment Group
Maryland
$338K -$68.9K -1,510 -17%
MCM
43
MidAtlantic Capital Management
Virginia
$304K +$298K +6,530 New
VF
44
Vawter Financial
Ohio
$293K
NA
45
NewEdge Advisors
Louisiana
$230K +$226K +4,953 New
PPC
46
Park Place Capital
Alabama
$157K -$79.8K -1,749 -34%
GWM
47
Geneos Wealth Management
Colorado
$140K
CT
48
Clearstead Trust
Maine
$60K
GRP
49
Global Retirement Partners
California
$27.7K
ASN
50
Advisory Services Network
Georgia
$23.3K +$22.8K +500 New