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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Transform Wealth
Colorado
$11.8M +$11.5M +193,445 New
SWM
27
Sugarloaf Wealth Management
Georgia
$11.7M +$843K +14,228 +8%
DWP
28
Daymark Wealth Partners
Ohio
$11.5M +$759K +12,811 +7%
CFG
29
Carr Financial Group
Massachusetts
$11.3M +$10.6M +179,581 +3,808%
RWA
30
Redhawk Wealth Advisors
Minnesota
$11.2M +$232K +3,910 +2%
WP
31
WealthPLAN Partners
Nebraska
$10.3M +$9.94M +167,760 New
PJWM
32
Philip James Wealth Mangement
Georgia
$10.1M +$377K +6,369 +4%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$9.75M +$2.1M +35,368 +28%
AI
34
Atria Investments
North Carolina
$9.57M +$9.28M +156,567 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.84M +$1.08M +18,276 +14%
ACA
36
Aspire Capital Advisors
Washington
$8.63M +$127K +2,145 +2%
BFA
37
Brown Financial Advisors
Ohio
$7.91M +$3.16M +53,369 +70%
HIP
38
HUB Investment Partners
Texas
$7.67M +$1.07M +18,091 +17%
PAG
39
Private Advisor Group
New Jersey
$7.39M +$4.82M +81,402 +206%
CPA
40
Capital Planning Advisors
California
$7.28M +$2.47M +41,682 +54%
RB
41
Renasant Bank
Mississippi
$7.17M +$3.06M +51,575 +79%
VWA
42
Visionary Wealth Advisors
Illinois
$7.16M +$2.73M +46,040 +65%
WIM
43
WealthPlan Investment Management
Nebraska
$7.05M +$6.83M +115,235 New
CW
44
CreativeOne Wealth
Kansas
$7.02M +$6.55M +110,634 +2,633%
CAG
45
Curtis Advisory Group
California
$6.84M +$1.09M +18,402 +20%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$6.77M +$2.68M +45,218 +69%
PWP
47
PrairieView Wealth Partners
Illinois
$6.72M +$6.51M +109,905 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$6.7M +$1.11M +18,750 +21%
PVI
49
Pine Valley Investments
New Jersey
$6.3M +$1.29M +21,727 +27%
BCI
50
Brinker Capital Investments
Pennsylvania
$5.88M +$1.02M +17,150 +22%