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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$388K +$187K +3,022 +87%
RFA
227
Reyes Financial Architecture
California
$388K +$54.1K +873 +16%
OC
228
Oakworth Capital
Alabama
$378K +$393K +6,338 New
AWP
229
Axis Wealth Partners
Rhode Island
$373K +$39.6K +639 +11%
BWM
230
BCGM Wealth Management
Indiana
$364K +$16.6K +267 +5%
BRWA
231
B. Riley Wealth Advisors
Florida
$363K +$58.9K +950 +19%
CPRC
232
Consolidated Portfolio Review Corp
New York
$353K +$53.6K +864 +17%
PWMAG
233
Pinnacle Wealth Management Advisory Group
New Jersey
$346K +$359K +5,790 New
ACM
234
Allred Capital Management
Texas
$342K -$30.9K -499 -8%
Truist Financial
235
Truist Financial
North Carolina
$338K -$868 -14 -0.2%
WA
236
WESPAC Advisors
California
$331K -$18.5K -299 -5%
MWP
237
Madison Wealth Partners
Wisconsin
$330K +$49.8K +803 +17%
SDWIA
238
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K +$334K +5,387 New
SWP
239
Sagespring Wealth Partners
Tennessee
$310K -$58.6M -945,951 -99%
BOM
240
Bank of Marin
California
$308K -$189K -3,043 -37%
WKWM
241
Walter & Keenan Wealth Management
Indiana
$288K
AF
242
Advisornet Financial
Minnesota
$282K +$290K +4,673 +9,346%
AIA
243
Arbor Investment Advisors
North Carolina
$281K +$292K +4,707 New
CRWM
244
Castle Rock Wealth Management
California
$274K +$1.49K +24 +0.5%
NS
245
NBC Securities
Alabama
$271K +$281K +4,540 +113,500%
SC
246
Stephens Consulting
Michigan
$262K -$5.01M -80,885 -95%
VA
247
Valmark Advisers
Ohio
$260K +$271K +4,363 New
FA
248
Fortis Advisors
Pennsylvania
$245K +$254K +4,101 New
Creative Planning
249
Creative Planning
Kansas
$243K +$252K +4,067 New
FNWA
250
Financial Network Wealth Advisors
Utah
$238K +$225K +3,635 +1,018%