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Horizon Family Wealth, Inc.
> BBRE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | BBRE | 4,277 | -6,660 | 361,107,000 | 360,146,000 | $84,429.97 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | BBRE | 10,937 | -573 | 961,000 | -317,000 | $87.87 |
| 12/31/2021 | J P MORGAN EXCHANGE TRADED F | BBRE | 11,510 | 11,510 | 1,278,000 | 1,278,000 | $111.03 |
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