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JPMorgan Hedged Equity Laddered Overlay ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Pinnacle Associates
New York
$25.7M +$9.57M +142,540 +60%
ASN
27
Advisory Services Network
Georgia
$25.1M +$3.73M +55,528 +18%
BCM
28
Brookstone Capital Management
Illinois
$24.2M +$4.04M +60,188 +20%
GWAG
29
Garrett Wealth Advisory Group
Texas
$20.8M +$1.09M +16,290 +6%
JGCM
30
Joseph Group Capital Management
Ohio
$20.8M +$20.7M +307,601 New
PWMAG
31
Pinnacle Wealth Management Advisory Group
New Jersey
$19.8M +$7.23M +107,635 +58%
LAMC
32
Longview Asset Management (California)
California
$19.5M +$1.49M +22,127 +8%
CDWM
33
Campbell Deegan Wealth Management
Virginia
$18.7M +$810K +12,065 +5%
HIA
34
HTG Investment Advisors
Connecticut
$18M +$368K +5,480 +2%
CFG
35
Carr Financial Group
Massachusetts
$17.8M +$942K +14,034 +6%
CTC
36
Central Trust Company
Missouri
$15.1M +$1.36M +20,226 +10%
ACA
37
Aspire Capital Advisors
Washington
$13.9M +$236K +3,509 +2%
CSP
38
Cary Street Partners
Virginia
$13.7M -$1.38M -20,544 -9%
PP
39
Patten & Patten
Tennessee
$13.6M -$726K -10,807 -5%
S
40
SignatureFD
Georgia
$13.3M -$712K -10,601 -5%
WIM
41
WealthPlan Investment Management
Nebraska
$13.2M -$409K -6,092 -3%
NA
42
NewEdge Advisors
Louisiana
$12.6M -$1.31M -19,439 -9%
SFG
43
SNS Financial Group
Minnesota
$12.6M +$12.5M +185,879 New
CA
44
Crewe Advisors
Utah
$12.4M +$275K +4,089 +2%
WCP
45
Wick Capital Partners
Pennsylvania
$11.9M -$1.41K -21 -0%
OCWP
46
Owl Creek Wealth Partners
Colorado
$11.8M +$479K +7,136 +4%
AWE
47
Avidian Wealth Enterprises
Texas
$11.8M +$268K +3,996 +2%
AWM
48
Avior Wealth Management
Nebraska
$11.7M +$83.1K +1,237 +0.7%
MCM
49
MAI Capital Management
Ohio
$11.5M +$1.86M +27,744 +19%
AFG
50
Allegheny Financial Group
Pennsylvania
$11.4M +$3.47M +51,651 +44%
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