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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Modern Wealth Management
Kansas
$573K -$17.1K -255 -3%
CPL
252
CAP Partners LLC
Tennessee
$567K -$19.2K -286 -3%
AW
253
Ankerstar Wealth
Texas
$564K +$183K +2,728 +49%
CA
254
CoreCap Advisors
Michigan
$550K +$145K +2,158 +36%
SAG
255
SageView Advisory Group
California
$545K -$132K -1,964 -20%
PWP
256
Private Wealth Partners
California
$541K
AFP
257
Ausdal Financial Partners
Iowa
$539K -$33.8K -504 -6%
CT
258
Clearstead Trust
Maine
$528K +$62.3K +927 +13%
CWP
259
Core Wealth Partners
California
$515K +$806 +12 +0.2%
RBFC
260
Roman Butler Fullerton & Co
Missouri
$491K +$125K +1,862 +35%
GRP
261
Global Retirement Partners
California
$485K +$482K +7,177 New
BFO
262
Boston Family Office
Massachusetts
$479K -$475K -7,077 -50%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$476K +$32.2K +480 +7%
CFA
264
Cahill Financial Advisors
Minnesota
$469K +$537 +8 +0.1%
LWM
265
Lionsbridge Wealth Management
Florida
$469K -$586K -8,732 -56%
BPW
266
BLVD Private Wealth
Kentucky
$455K
AF
267
Advisornet Financial
Minnesota
$454K
MGWM
268
Marks Group Wealth Management
Minnesota
$452K +$46.2K +688 +11%
MA
269
Modus Advisors
Minnesota
$452K +$4.23K +63 +1%
Creative Planning
270
Creative Planning
Kansas
$439K +$78.8K +1,174 +22%
CB
271
Chris Bulman
California
$434K +$432K +6,429 New
PFPG
272
Pinnacle Financial Partners (Georgia)
Georgia
$434K -$1.01K -15 -0.2%
BWM
273
BCGM Wealth Management
Indiana
$430K -$11.1K -166 -3%
TP
274
Thayer Partners
Pennsylvania
$421K
EL
275
EWA LLC
Pennsylvania
$421K -$33.1K -493 -7%