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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
AE Wealth Management
Kansas
$413K -$111K -1,646 -21%
SDWIA
277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$412K +$74.9K +1,115 +22%
CL
278
CPWA LLC
Oregon
$401K +$672 +10 +0.2%
LAM
279
Lewis Asset Management
California
$399K +$5.84K +87 +1%
WKWM
280
Walter & Keenan Wealth Management
Indiana
$380K
EP
281
E6 Portfolios
Utah
$377K +$375K +5,579 New
AWA
282
Adapt Wealth Advisors
Georgia
$372K
GFA
283
Gallagher Fiduciary Advisors
Illinois
$360K -$353K -5,260 -50%
Cerity Partners
284
Cerity Partners
New York
$358K -$94.8K -1,411 -21%
RFA
285
Resurgent Financial Advisors
Georgia
$358K +$29.1K +433 +9%
ESB
286
Essex Savings Bank
Connecticut
$354K
SWM
287
SeaCrest Wealth Management
New York
$332K +$107K +1,596 +48%
LC
288
Legacy CG
Texas
$332K
IPA
289
Investment Planning Advisors
Georgia
$331K +$54.1K +806 +20%
TWP
290
Triad Wealth Partners
Kansas
$325K -$18.5M -276,064 -98%
EFS
291
Essex Financial Services
Connecticut
$317K +$67.6K +1,007 +27%
AWM
292
Accurate Wealth Management
Florida
$313K +$308K +4,582 New
PIA
293
Perennial Investment Advisors
California
$311K +$72.2K +1,075 +30%
RWA
294
Redhawk Wealth Advisors
Minnesota
$306K +$201 +3 +0.1%
CWS
295
Confluence Wealth Services
Pennsylvania
$306K +$40.1K +597 +15%
BDFN
296
Bond & Devick Financial Network
Minnesota
$300K +$298K +4,441 New
KFGK
297
Keystone Financial Group (Kentucky)
Kentucky
$295K -$59.1K -880 -17%
GPW
298
Genesis Private Wealth
Virginia
$294K +$806 +12 +0.3%
Betterment LLC
299
Betterment LLC
New York
$294K +$50.5K +752 +21%
AWM
300
Athena Wealth Management
Nevada
$285K -$35.9K -534 -11%