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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
326
Simmons Bank
Arkansas
$205K +$203K +3,085 New
CMA
327
Cedar Mountain Advisors
Oregon
$196K
Morgan Stanley
328
Morgan Stanley
New York
$180K +$53.8K +819 +43%
AC
329
AlphaCore Capital
California
$176K
UIA
330
Ulland Investment Advisors
Minnesota
$161K +$3.28K +50 +2%
FNWA
331
Financial Network Wealth Advisors
Utah
$140K -$8.73K -133 -6%
NEWAS
332
N.E.W. Advisory Services
Wisconsin
$130K +$14K +213 +12%
Bank of Montreal
333
Bank of Montreal
Ontario, Canada
$127K +$197 +3 +0.2%
LI
334
LRI Investments
Florida
$126K +$125K +1,899 New
MEG
335
Millstone Evans Group
Colorado
$124K
CF
336
Centaurus Financial
California
$124K
HAP
337
Harbor Asset Planning
Massachusetts
$103K +$5.12K +78 +5%
CAL
338
Capital Advisors Ltd
Ohio
$100K
RFA
339
Reyes Financial Architecture
California
$89K
SEP
340
Signature Equity Partners
Ohio
$79.8K +$78.9K +1,201 New
RFP
341
Root Financial Partners
California
$79.7K
HFS
342
Hantz Financial Services
Michigan
$60K +$59.5K +906 New
GFA
343
Godfrey Financial Associates
New York
$59.7K +$59K +898 New
AssetMark Inc
344
AssetMark Inc
California
$51.5K +$9.45K +144 +23%
Wells Fargo
345
Wells Fargo
California
$42.8K -$30.5K -465 -42%
HNW
346
High Note Wealth
Minnesota
$41.3K +$40.8K +622 New
PA
347
Parallel Advisors
California
$35.5K -$43.3K -660 -55%
GWM
348
Gilpin Wealth Management
Colorado
$34.3K +$33.9K +516 New
OP
349
ORG Partners
Indiana
$29.4K -$3.48K -53 -11%
HBW
350
Hazlett, Burt & Watson
West Virginia
$29K +$66 +1 +0.2%