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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Spire Wealth Management
Virginia
$4.73K -$5.3K -79 -53%
SAM
377
Smartleaf Asset Management
Massachusetts
$4.31K – – –
TTIC
378
Tower Trust & Investment Company
Iowa
$4.12K +$4.1K +61 New
AC
379
AlphaCore Capital
California
$4.06K -$174K -2,590 -98%
TWD
380
True Wealth Design
Ohio
$3.85K – – –
TCOV
381
Trust Company of Vermont
Vermont
$3.45K +$3.42K +51 New
HWP
382
Highline Wealth Partners
California
$2.97K +$2.96K +44 New
AAP
383
Arax Advisory Partners
Colorado
$2.03K +$2.02K +30 New
MAM
384
Morse Asset Management
Connecticut
$1.72K – – –
IRAG
385
Investment Research & Advisory Group
Georgia
$1.28K – – –
DFA
386
DHJJ Financial Advisors
Illinois
$1.01K – – –
B
387
Birchbrook
Maine
$343 – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$135 -$1.14K -17 -89%
CAS
389
Coppell Advisory Solutions
Texas
$96 +$3.89M +57,923 New
AF
390
Allworth Financial
California
$68 – – –
Mariner
391
Mariner
Kansas
– -$21M -329,299 Closed
SIA
392
SkyView Investment Advisors
New Jersey
– -$6.17M -96,624 Closed
Jane Street
393
Jane Street
New York
– -$3.29M -51,550 Closed
IAA
394
Independent Advisor Alliance
North Carolina
– -$3.09M -48,301 Closed
Citadel Advisors
395
Citadel Advisors
Florida
– -$1.81M -28,397 Closed
OMC
396
Old Mission Capital
Illinois
– -$1.44M -22,587 Closed
JFG
397
Jefferies Financial Group
New York
– -$908K -14,214 Closed
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
– -$645K -10,100 Closed
PIWA
399
Prevail Innovative Wealth Advisors
Kansas
– -$505K -7,907 Closed
VPF
400
Vantage Point Financial
Illinois
– -$371K -5,811 Closed