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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPL
251
CAP Partners LLC
Tennessee
$554K +$12.6K +190 +2%
SI
252
Stephens Inc
Arkansas
$545K -$669K -10,100 -54%
AFP
253
Ausdal Financial Partners
Iowa
$542K +$10.3K +156 +2%
MIA
254
Milestone Investment Advisors
Wisconsin
$538K +$24.6K +372 +5%
PWP
255
Private Wealth Partners
California
$511K
PIWA
256
Prevail Innovative Wealth Advisors
Kansas
$505K -$7.15M -108,045 -93%
AWM
257
AE Wealth Management
Kansas
$496K +$178K +2,692 +53%
BOM
258
Bank of Marin
California
$487K -$993 -15 -0.2%
CWP
259
Core Wealth Partners
California
$486K +$530 +8 +0.1%
WT
260
Washington Trust
Rhode Island
$482K +$500K +7,549 New
DWM
261
Dakota Wealth Management
Florida
$477K -$33K -499 -6%
CFA
262
Cahill Financial Advisors
Minnesota
$443K -$228K -3,444 -33%
CT
263
Clearstead Trust
Maine
$440K
SAI
264
Savvy Advisors Inc
New York
$435K -$21.2K -320 -4%
BPW
265
BLVD Private Wealth
Kentucky
$430K -$27.3K -413 -6%
EL
266
EWA LLC
Pennsylvania
$429K +$464 +7 +0.1%
AF
267
Advisornet Financial
Minnesota
$429K
Cerity Partners
268
Cerity Partners
New York
$429K -$93.8K -1,416 -17%
MA
269
Modus Advisors
Minnesota
$424K +$439K +6,627 New
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$419K +$434K +6,558 New
BWM
271
BCGM Wealth Management
Indiana
$417K +$464 +7 +0.1%
IAG
272
Investment Advisory Group
Massachusetts
$414K +$29.7K +448 +7%
AA
273
Ancora Advisors
Ohio
$412K -$151K -2,274 -26%
PFPG
274
Pinnacle Financial Partners (Georgia)
Georgia
$411K
CL
275
CPWA LLC
Oregon
$400K +$392K +5,924 New