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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Aire Advisors
California
$10.9M +$962K +14,323 +10%
WA
52
Waverly Advisors
Alabama
$10.8M +$73.5K +1,095 +0.7%
SC
53
SouthState Corp
Florida
$10.7M +$149K +2,221 +1%
ACS
54
Archford Capital Strategies
Illinois
$10.7M +$874K +13,009 +9%
OFS
55
Orrstown Financial Services
Pennsylvania
$10.6M +$603K +8,978 +6%
DWP
56
Daymark Wealth Partners
Ohio
$10.3M +$2.54M +37,890 +33%
CAG
57
Curtis Advisory Group
California
$10.2M +$104K +1,551 +1%
LWA
58
Lifelong Wealth Advisors
Minnesota
$10.1M +$136K +2,028 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$9.85M -$1.11M -16,517 -10%
KAS
60
Kestra Advisory Services
Texas
$9.77M -$544K -8,095 -5%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$9.3M +$447K +6,663 +5%
P
62
&Partners
Tennessee
$9.22M -$1.83M -27,318 -17%
APCM
63
Alaska Permanent Capital Management
Alaska
$8.68M +$422K +6,285 +5%
PJWM
64
Philip James Wealth Mangement
Georgia
$8.44M -$424K -6,311 -5%
PWP
65
PrairieView Wealth Partners
Illinois
$8.3M +$223K +3,314 +3%
KPWS
66
Kestra Private Wealth Services
Texas
$8.24M -$1.25M -18,542 -13%
SFC
67
Sprinkle Financial Consultants
Colorado
$8.13M +$1.26M +18,749 +18%
OWA
68
Oak Wealth Advisors
Illinois
$7.66M -$1.95K -29 -0%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$7.58M -$57.4M -854,893 -88%
CFS
70
Compass Financial Services
Iowa
$7.42M +$815K +12,135 +12%
CW
71
CreativeOne Wealth
Kansas
$7.42M -$4.89M -72,886 -40%
SWIM
72
Smallwood Wealth Investment Management
New Jersey
$7.22M +$1.18M +17,605 +20%
PS
73
Planned Solutions
California
$7.2M -$221K -3,297 -3%
FA
74
Fiduciary Alliance
South Carolina
$7.17M +$327K +4,871 +5%
CWA
75
Crusonia Wealth Advisors
Colorado
$7.11M -$420K -6,253 -6%