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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
26
SignatureFD
Georgia
$21.5M +$8.38M +135,152 +60%
HIP
27
HUB Investment Partners
Texas
$18.7M +$11.8M +191,029 +156%
PP
28
Patten & Patten
Tennessee
$16.5M +$1.26M +20,270 +8%
CTC
29
Central Trust Company
Missouri
$16.4M -$769K -12,405 -4%
CSP
30
Cary Street Partners
Virginia
$15.2M +$2.11M +34,055 +15%
VPP
31
Vertex Planning Partners
Illinois
$15.1M +$873K +14,088 +6%
SC
32
SouthState Corp
Florida
$14.7M +$14.2M +229,425 +1,414%
Mariner
33
Mariner
Kansas
$14.6M +$530K +8,546 +4%
MWM
34
Modern Wealth Management
Kansas
$14.5M +$274K +4,427 +2%
SWM
35
SK Wealth Management
Rhode Island
$14.4M -$1.76M -28,410 -10%
PAG
36
Private Advisor Group
New Jersey
$14.2M +$2.17M +35,016 +17%
Stifel Financial
37
Stifel Financial
Missouri
$13.9M +$11.5M +185,980 +394%
HIA
38
HTG Investment Advisors
Connecticut
$13.2M +$12.8M +206,599 +1,376%
CW
39
CreativeOne Wealth
Kansas
$12.9M +$2.9M +46,764 +28%
RWA
40
Redhawk Wealth Advisors
Minnesota
$12M +$327K +5,279 +3%
LAMC
41
Longview Asset Management (California)
California
$11.6M +$755K +12,180 +7%
SA
42
Skyline Advisors
Washington
$11.2M +$85.8K +1,384 +0.7%
CPA
43
Capital Planning Advisors
California
$10.9M +$854K +13,775 +8%
VWA
44
Visionary Wealth Advisors
Illinois
$10.9M +$981K +15,825 +9%
ACA
45
Aspire Capital Advisors
Washington
$10.8M +$2.2M +35,498 +24%
WP
46
WealthPLAN Partners
Nebraska
$10.2M +$614K +9,899 +6%
PJWM
47
Philip James Wealth Mangement
Georgia
$10.2M +$263K +4,236 +3%
AWM
48
Avaii Wealth Management
Wisconsin
$9.89M +$10.3M +165,733 New
KPWS
49
Kestra Private Wealth Services
Texas
$9.47M +$1.07M +17,249 +12%
WA
50
Waverly Advisors
Alabama
$8.97M +$167K +2,695 +2%