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JPMorgan Hedged Equity Laddered Overlay ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$638K +$618K +12,059 New
KPWS
27
Kestra Private Wealth Services
Texas
$628K +$608K +11,872 New
CAG
28
Curtis Advisory Group
California
$483K +$468K +9,132 New
CSPAM
29
Cary Street Partners Asset Management
Virginia
$461K +$446K +8,710 New
BOM
30
Bank of Marin
California
$435K +$421K +8,225 New
BCG
31
Breakwater Capital Group
New Jersey
$416K +$398K +7,773 New
CFG
32
Cooper Financial Group
California
$373K +$361K +7,054 New
SFC
33
Sprinkle Financial Consultants
Colorado
$316K +$307K +5,983 New
SWP
34
Summit Wealth Partners
Florida
$315K +$305K +5,951 New
MWA
35
MN Wealth Advisors
Kansas
$313K +$303K +5,911 New
PJWM
36
Philip James Wealth Mangement
Georgia
$308K +$298K +5,823 New
DC
37
DeDora Capital
California
$299K +$289K +5,648 New
BCM
38
Brookstone Capital Management
Illinois
$280K +$271K +5,290 New
JWBC
39
John W. Brooker & Co
California
$259K +$251K +4,891 New
CRWM
40
Castle Rock Wealth Management
California
$223K +$218K +4,247 New
Comerica Bank
41
Comerica Bank
Texas
$175K +$170K +3,311 New
RFA
42
Resurgent Financial Advisors
Georgia
$111K +$108K +2,102 New
CPA
43
Clear Point Advisors
New York
$53.1K +$51.4K +1,004 New
CAL
44
Capital Advisors Ltd
Ohio
$51K +$49K +957 New
GRP
45
Global Retirement Partners
California
$33.5K +$32.3K +630 New
JWM
46
Janiczek Wealth Management
Colorado
$10K +$9.69K +189 New
BFS
47
Burkett Financial Services
South Carolina
$4.13K +$4K +78 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.22K +$1.18K +23 New
DFA
49
DHJJ Financial Advisors
Illinois
$106 +$102 +2 New
AF
50
Allworth Financial
California
$53 +$51 +1 New
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