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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$550K +$33.2K +505 +6%
Cerity Partners
252
Cerity Partners
New York
$540K -$21.3K -324 -4%
MIA
253
Milestone Investment Advisors
Wisconsin
$534K +$273K +4,159 +107%
PWP
254
Private Wealth Partners
California
$531K
DWM
255
Dakota Wealth Management
Florida
$529K +$523K +7,961 New
AW
256
Ankerstar Wealth
Texas
$510K +$504K +7,676 New
BOM
257
Bank of Marin
California
$507K
CWP
258
Core Wealth Partners
California
$505K +$499K +7,602 New
FPB
259
First PREMIER Bank
South Dakota
$492K +$62.6K +954 +15%
AWM
260
Athena Wealth Management
Nevada
$488K +$482K +7,344 New
BPW
261
BLVD Private Wealth
Kentucky
$474K -$29.3K -447 -6%
SAI
262
Savvy Advisors Inc
New York
$474K +$468K +7,133 New
CT
263
Clearstead Trust
Maine
$457K +$14.6K +222 +3%
AF
264
Advisornet Financial
Minnesota
$446K -$22.2K -338 -5%
EL
265
EWA LLC
Pennsylvania
$446K +$854 +13 +0.2%
DWM
266
Dynasty Wealth Management
Florida
$445K +$394 +6 +0.1%
Comerica Bank
267
Comerica Bank
Texas
$434K +$22.8K +348 +6%
BWM
268
BCGM Wealth Management
Indiana
$433K +$788 +12 +0.2%
PFPG
269
Pinnacle Financial Partners (Georgia)
Georgia
$427K +$422K +6,430 New
Creative Planning
270
Creative Planning
Kansas
$410K +$110K +1,672 +37%
IAG
271
Investment Advisory Group
Massachusetts
$400K +$16.2K +246 +4%
MGWM
272
Marks Group Wealth Management
Minnesota
$399K +$11K +167 +3%
WKWM
273
Walter & Keenan Wealth Management
Indiana
$374K +$52.5K +800 +17%
OWA
274
ORBA Wealth Advisors
Illinois
$374K +$369K +5,626 New
LAM
275
Lewis Asset Management
California
$367K +$6.43K +98 +2%