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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$249K -$5.07K -84 -2%
FIM
277
Freedom Investment Management
Connecticut
$244K +$235K +3,897 New
CIAS
278
Capital Investment Advisory Services
North Carolina
$243K +$235K +3,890 New
NRC
279
New Republic Capital
North Carolina
$242K
AFP
280
Ausdal Financial Partners
Iowa
$239K -$1.95M -32,370 -89%
MW
281
Maia Wealth
Colorado
$228K
PIA
282
Perennial Investment Advisors
California
$221K +$213K +3,530 New
WCP
283
Wick Capital Partners
Pennsylvania
$213K -$1.12M -18,607 -98%
CA
284
CoreCap Advisors
Michigan
$210K +$66.6K +1,103 +49%
CA
285
Claro Advisors
Massachusetts
$207K +$199K +3,300 New
FNWA
286
Financial Network Wealth Advisors
Utah
$196K -$51.4K -852 -21%
CMA
287
Cedar Mountain Advisors
Oregon
$185K
MEG
288
Millstone Evans Group
Colorado
$144K +$139K +2,298 New
CT
289
Clearstead Trust
Maine
$132K +$127K +2,111 New
LWA
290
Lowe Wealth Advisors
Maryland
$131K
UIA
291
Ulland Investment Advisors
Minnesota
$130K -$78.5K -1,300 -39%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$119K +$114K +1,885 +7,854%
CF
293
Centaurus Financial
California
$117K -$51.5K -854 -31%
Morgan Stanley
294
Morgan Stanley
New York
$115K +$96.9K +1,606 +681%
Wells Fargo
295
Wells Fargo
California
$99.8K +$75.1K +1,245 +356%
AWM
296
AE Wealth Management
Kansas
$98.8K -$6.04K -100 -6%
KFI
297
Key Financial Inc
Pennsylvania
$96.3K +$92.9K +1,539 New
CAL
298
Capital Advisors Ltd
Ohio
$94K
HAP
299
Harbor Asset Planning
Massachusetts
$92.1K +$88.8K +1,472 New
NS
300
NBC Securities
Alabama
$90K -$187K -3,104 -68%