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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
276
Thayer Partners
Pennsylvania
$399K +$413K +6,236 New
MGWM
277
Marks Group Wealth Management
Minnesota
$384K
CA
278
CoreCap Advisors
Michigan
$383K +$48.1K +726 +14%
LAM
279
Lewis Asset Management
California
$372K +$19.2K +290 +5%
VPF
280
Vantage Point Financial
Illinois
$371K +$137K +2,068 +55%
WKWM
281
Walter & Keenan Wealth Management
Indiana
$360K
AW
282
Ankerstar Wealth
Texas
$359K -$136K -2,052 -27%
AWA
283
Adapt Wealth Advisors
Georgia
$351K
RBFC
284
Roman Butler Fullerton & Co
Missouri
$349K +$20.7K +312 +6%
Creative Planning
285
Creative Planning
Kansas
$340K -$56.2K -849 -14%
SG
286
StoneX Group
New York
$339K +$92K +1,390 +36%
KFGK
287
Keystone Financial Group (Kentucky)
Kentucky
$335K +$347K +5,243 New
ESB
288
Essex Savings Bank
Connecticut
$334K -$268K -4,053 -44%
WA
289
Whipplewood Advisors
Colorado
$332K +$6.95K +105 +2%
SDWIA
290
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$318K -$13.5K -204 -4%
LC
291
Legacy CG
Texas
$314K
RFA
292
Resurgent Financial Advisors
Georgia
$311K +$8.21K +124 +3%
AC
293
Avestar Capital
New York
$308K
SCM
294
SummitPoint Capital Management
Colorado
$305K +$304K +4,593 New
AWM
295
Athena Wealth Management
Nevada
$303K -$172K -2,600 -35%
Renaissance Technologies
296
Renaissance Technologies
New York
$295K -$482K -7,279 -61%
RWA
297
Redhawk Wealth Advisors
Minnesota
$290K -$331K -5,005 -52%
FAG
298
Fortitude Advisory Group
Washington
$280K +$290K +4,382 New
GPW
299
Genesis Private Wealth
Virginia
$277K +$8.08K +122 +3%
MFG
300
Merit Financial Group
Georgia
$274K -$45.2K -683 -14%