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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$21.6M +$21.3M +332,881 New
CPC
27
Consolidated Planning Corp
Georgia
$21.1M +$1.16M +18,228 +6%
GVAG
28
Great Valley Advisor Group
Delaware
$19M +$1.39M +21,835 +8%
CSP
29
Cary Street Partners
Virginia
$18.9M +$1.39M +21,788 +8%
S
30
SignatureFD
Georgia
$17.8M -$1.72M -26,870 -9%
PP
31
Patten & Patten
Tennessee
$16.4M -$350K -5,481 -2%
LC
32
Legacy CG
Texas
$16.3M -$570K -8,923 -3%
HIA
33
HTG Investment Advisors
Connecticut
$16.2M +$409K +6,400 +3%
WIM
34
WealthPlan Investment Management
Nebraska
$15.1M +$1.5M +23,436 +11%
CDWM
35
Campbell Deegan Wealth Management
Virginia
$15M +$2.57M +40,296 +21%
LAMC
36
Longview Asset Management (California)
California
$14.9M +$1.29M +20,214 +10%
CTC
37
Central Trust Company
Missouri
$14.5M +$54.7K +857 +0.4%
UCFA
38
United Capital Financial Advisors
Texas
$13.8M +$1.85M +28,965 +16%
CFG
39
Carr Financial Group
Massachusetts
$13.6M -$3.09M -48,311 -19%
ASN
40
Advisory Services Network
Georgia
$13.2M -$760K -11,898 -6%
CW
41
CreativeOne Wealth
Kansas
$13.2M -$1.5M -23,443 -10%
IWC
42
Integrated Wealth Concepts
Massachusetts
$12.8M +$11.4M +178,572 +968%
BCM
43
Brookstone Capital Management
Illinois
$12.7M +$4.6M +71,967 +58%
PJWM
44
Philip James Wealth Mangement
Georgia
$12.4M +$1.24M +19,349 +11%
CPA
45
Capital Planning Advisors
California
$12.3M -$64.7K -1,013 -0.5%
SA
46
Skyline Advisors
Washington
$12.2M +$1.49M +23,313 +14%
VWA
47
Visionary Wealth Advisors
Illinois
$12.1M -$202K -3,160 -2%
ACA
48
Aspire Capital Advisors
Washington
$12.1M -$194K -3,033 -2%
SWM
49
SK Wealth Management
Rhode Island
$11.6M -$3.9M -61,138 -26%
AWM
50
Avior Wealth Management
Nebraska
$11.1M +$124K +1,940 +1%