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JPMorgan Short Duration Core Plus ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$121M +$37M +778,129 +43%
EWA
2
EP Wealth Advisors
California
$105M +$3.86M +81,241 +4%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$43.9M +$1.43M +30,031 +3%
HWM
4
HB Wealth Management
Georgia
$35.6M -$3.96M -83,268 -10%
RWA
5
Roberts Wealth Advisors
California
$27.8M +$4.29M +90,247 +18%
MA
6
MCF Advisors
Kentucky
$24.1M +$24.2M +509,014 New
AC
7
Apella Capital
Connecticut
$20.4M -$1.53M -32,202 -7%
HighTower Advisors
8
HighTower Advisors
Illinois
$18.3M +$3.32M +69,801 +22%
CA
9
CGN Advisors
Kansas
$18.3M +$18.1M +380,820 +6,434%
5SA
10
5th Street Advisors
Connecticut
$18.2M +$846K +17,793 +5%
BAG
11
Bridgewealth Advisory Group
California
$17.6M +$860K +18,094 +5%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$16.5M +$435K +9,158 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.9M +$8.94K +188 +0.1%
IWC
14
Integrated Wealth Concepts
Massachusetts
$15.6M +$15.7M +330,619 New
TCM
15
TD Capital Management
Tennessee
$15.2M +$1.98M +41,619 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$14.1M +$4.46M +93,764 +46%
SW
17
SkyOak Wealth
Michigan
$13.8M +$963K +20,261 +7%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$13.2M -$6.13M -129,028 -32%
SF
19
Summit Financial
New Jersey
$13.2M +$13.3M +279,158 New
SFM
20
Signet Financial Management
New Jersey
$13.1M +$672K +14,145 +5%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$12.1M +$388K +8,168 +3%
AF
22
Allworth Financial
California
$11.8M +$728K +15,310 +7%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$8.77M +$1.95M +41,089 +28%
UBS Group
24
UBS Group
Switzerland
$8.68M +$2.55M +53,718 +41%
WA
25
Waverly Advisors
Alabama
$6.63M -$130K -2,734 -2%