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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$23.3M -$2.25M -34,254 -9%
CPC
27
Consolidated Planning Corp
Georgia
$22.4M +$874K +13,308 +4%
Mariner
28
Mariner
Kansas
$21.1M -$3.28M -49,912 -14%
S
29
SignatureFD
Georgia
$17.8M -$334K -5,092 -2%
HIA
30
HTG Investment Advisors
Connecticut
$17.1M +$582K +8,869 +4%
LWL
31
Leo Wealth LLC
Texas
$17.1M +$16.9M +256,911 New
CDWM
32
Campbell Deegan Wealth Management
Virginia
$16.9M +$1.49M +22,729 +10%
LAMC
33
Longview Asset Management (California)
California
$16.7M +$1.37M +20,896 +9%
PP
34
Patten & Patten
Tennessee
$16.2M -$536K -8,167 -3%
CSP
35
Cary Street Partners
Virginia
$16.1M -$3.23M -49,188 -17%
BCM
36
Brookstone Capital Management
Illinois
$16M +$2.94M +44,712 +23%
GI
37
Gradient Investments
Minnesota
$15.5M -$37.3M -567,776 -71%
ASN
38
Advisory Services Network
Georgia
$15.1M +$1.56M +23,729 +12%
CFG
39
Carr Financial Group
Massachusetts
$14.4M +$479K +7,289 +3%
CTC
40
Central Trust Company
Missouri
$14.3M -$494K -7,528 -3%
WIM
41
WealthPlan Investment Management
Nebraska
$14M -$1.32M -20,045 -9%
GVAG
42
Great Valley Advisor Group
Delaware
$14M -$5.37M -81,787 -28%
NA
43
NewEdge Advisors
Louisiana
$13.9M +$5.1M +77,710 +59%
CW
44
CreativeOne Wealth
Kansas
$13.4M -$89.8K -1,368 -0.7%
IWC
45
Integrated Wealth Concepts
Massachusetts
$13.1M +$45.5K +693 +0.4%
PJWM
46
Philip James Wealth Mangement
Georgia
$13M +$273K +4,165 +2%
ACA
47
Aspire Capital Advisors
Washington
$12.9M +$561K +8,546 +5%
CPA
48
Capital Planning Advisors
California
$12.5M -$145K -2,215 -1%
VWA
49
Visionary Wealth Advisors
Illinois
$12.4M +$7.16K +109 +0.1%
SA
50
Skyline Advisors
Washington
$12.2M -$323K -4,927 -3%