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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
376
Sunbelt Securities
Texas
$2.66K – – –
AG
377
AmeriFlex Group
Nevada
$1.66K – – –
MAM
378
Morse Asset Management
Connecticut
$1.62K – – –
LC
379
Lavaca Capital
Texas
$1.47K +$1.52K +23 New
EWA
380
EverSource Wealth Advisors
Alabama
$1.21K – – –
IRAG
381
Investment Research & Advisory Group
Georgia
$1.21K – – –
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$1.21K +$1.19K +18 +1,800%
DFA
383
DHJJ Financial Advisors
Illinois
$959 – – –
B
384
Birchbrook
Maine
$324 – – –
AF
385
Allworth Financial
California
$64 – – –
CAS
386
Coppell Advisory Solutions
Texas
– -$3.88M -58,064 Closed
RGF
387
Retirement Guys Formula
Ohio
– -$3.38M -50,881 Closed
PS
388
Principal Securities
Iowa
– -$2.08M -31,346 Closed
BFWM
389
Bright Futures Wealth Management
New York
– -$1.85M -27,777 Closed
MFS
390
Mattson Financial Services
Michigan
– -$1.72M -25,904 Closed
BFA
391
Brown Financial Advisors
Ohio
– -$1.62M -24,312 Closed
AWM
392
Axxcess Wealth Management
California
– -$1.56M -23,468 Closed
SPC
393
Sigma Planning Corp
Michigan
– -$1.23M -18,582 Closed
JWCA
394
J.W. Cole Advisors
Florida
– -$881K -13,461 Closed
TL
395
Tradewinds LLC
North Carolina
– -$880K -13,254 Closed
SA
396
Sanctuary Advisors
Indiana
– -$705K -10,620 Closed
DWM
397
Dynasty Wealth Management
Florida
– -$445K -6,692 Closed
OWA
398
ORBA Wealth Advisors
Illinois
– -$374K -5,626 Closed
PW
399
Paladin Wealth
Minnesota
– -$320K -4,818 Closed
MA
400
Mutual Advisors
Nebraska
– -$306K -4,610 Closed
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16
17