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JPMorgan Short Duration Core Plus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
101
Wealth Dimensions Group
Ohio
$281K +$283K +5,947 New
TIM
102
Tortoise Investment Management
New York
$269K
FCM
103
Flagship Capital Management
Pennsylvania
$265K +$60.6K +1,275 +29%
PFS
104
Prospera Financial Services
Texas
$254K +$16.6K +350 +7%
MFG
105
Mosaic Financial Group
Illinois
$251K
Citadel Advisors
106
Citadel Advisors
Florida
$245K -$8.98M -189,006 -97%
BFA
107
Beaumont Financial Advisors
Massachusetts
$243K -$1.64M -34,532 -87%
GCA
108
Gradient Capital Advisors
California
$203K -$29.2K -614 -13%
CIA
109
Concurrent Investment Advisors
Florida
$203K +$204K +4,287 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$202K -$2.61K -55 -1%
SL
111
Salomon & Ludwin
Virginia
$172K
GWM
112
Geneos Wealth Management
Colorado
$161K
Morgan Stanley
113
Morgan Stanley
New York
$137K
HIA
114
HFM Investment Advisors
New Jersey
$133K -$19.6K -413 -13%
KCM
115
KM Capital Management
Texas
$74.2K +$74.9K +1,575 New
TC
116
Trust Company
Kansas
$54.7K +$55K +1,157 New
CTA
117
Colonial Trust Advisors
South Carolina
$33.5K
Wells Fargo
118
Wells Fargo
California
$28.6K +$28.8K +605 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$24K -$30.6K -643 -56%
BONH
120
Bank of New Hampshire
New Hampshire
$23.6K +$23.8K +500 New
AG
121
AmeriFlex Group
Nevada
$20.7K
WAG
122
Wilkerson Advisory Group
Missouri
$9.55K
IAIM
123
International Assets Investment Management
Florida
$3.93K
ASN
124
Advisory Services Network
Georgia
$378 +$380 +8 New
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
-$8.07M -169,638 Closed