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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$535K +$77.7K +1,287 +18%
First Trust Advisors
227
First Trust Advisors
Illinois
$514K -$209K -3,464 -30%
CPL
228
CAP Partners LLC
Tennessee
$508K +$59K +977 +14%
PWP
229
Private Wealth Partners
California
$501K
SAG
230
SageView Advisory Group
California
$492K +$468K +7,760 New
GRP
231
Global Retirement Partners
California
$482K +$465K +7,708 New
PTC
232
Private Trust Company
Ohio
$481K +$53.4K +885 +13%
GSWM
233
Golden State Wealth Management
California
$481K +$34.5K +571 +8%
AWA
234
Arkadios Wealth Advisors
Georgia
$471K +$29.3K +485 +7%
SG
235
StoneX Group
New York
$469K -$45.9K -760 -9%
AWP
236
Axis Wealth Partners
Rhode Island
$468K +$74.7K +1,237 +20%
AA
237
Ancora Advisors
Ohio
$468K -$21.9K -363 -5%
CFP
238
Comprehensive Financial Planning
Pennsylvania
$457K -$96.9K -1,605 -18%
RFA
239
Resurgent Financial Advisors
Georgia
$454K +$19.3K +320 +5%
PIWA
240
Prevail Innovative Wealth Advisors
Kansas
$453K
MP
241
McDonald Partners
Ohio
$438K +$422K +7,000 New
MCIA
242
Mountain Capital Investment Advisors
Colorado
$437K +$302 +5 +0.1%
AF
243
Advisornet Financial
Minnesota
$434K +$133K +2,209 +47%
BOM
244
Bank of Marin
California
$426K +$99K +1,640 +32%
IP
245
Ignite Planners
California
$406K -$75.5K -1,251 -16%
GFA
246
Gallagher Fiduciary Advisors
Illinois
$403K +$388K +6,436 New
SMC
247
Smith, Moore & Co
Missouri
$395K -$664K -11,002 -64%
BWM
248
BCGM Wealth Management
Indiana
$389K +$7.6K +126 +2%
AIA
249
Arbor Investment Advisors
North Carolina
$384K +$86.5K +1,433 +30%
CPRC
250
Consolidated Portfolio Review Corp
New York
$383K +$12.4K +205 +3%