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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$867K
MWP
227
Madison Wealth Partners
Wisconsin
$808K +$41.6K +628 +5%
SRA
228
Secured Retirement Advisors
Minnesota
$793K +$105K +1,581 +15%
EFG
229
Ehrlich Financial Group
California
$789K +$234K +3,532 +40%
WAM
230
WNY Asset Management
New York
$782K +$810K +12,236 New
AI
231
Atria Investments
North Carolina
$760K +$22.2K +335 +3%
MCIA
232
Mountain Capital Investment Advisors
Colorado
$753K -$54.4K -822 -7%
PCIA
233
Prime Capital Investment Advisors
Kansas
$753K -$208K -3,138 -21%
FPB
234
First PREMIER Bank
South Dakota
$752K +$289K +4,362 +59%
SB
235
Simmons Bank
Arkansas
$731K +$553K +8,347 +271%
TCWM
236
Total Clarity Wealth Management
Illinois
$693K +$4.57K +69 +0.6%
GFA
237
Gallagher Fiduciary Advisors
Illinois
$676K +$45.2K +683 +7%
AWP
238
Axis Wealth Partners
Rhode Island
$672K +$92.4K +1,395 +15%
SFA
239
Sequoia Financial Advisors
Ohio
$665K -$374K -5,649 -35%
SAW
240
Signal Advisors Wealth
Michigan
$651K +$674K +10,180 New
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$645K +$669K +10,100 New
SAG
242
SageView Advisory Group
California
$641K -$62.6K -946 -9%
BFP
243
Birchwood Financial Partners
Minnesota
$635K +$47.2K +713 +8%
MYIA
244
Mount Yale Investment Advisors
Colorado
$627K +$4.83K +73 +0.7%
VAS
245
Vestmark Advisory Solutions
Massachusetts
$623K +$728 +11 +0.1%
GSWM
246
Golden State Wealth Management
California
$589K +$35.6K +537 +6%
ICP
247
Interchange Capital Partners
Pennsylvania
$583K +$647K +9,777 New
PTC
248
Private Trust Company
Ohio
$579K +$4.17K +63 +0.7%
SC
249
Soundwatch Capital
Connecticut
$578K +$599K +9,041 New
MWM
250
Modern Wealth Management
Kansas
$560K -$78K -1,178 -12%