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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$10.6M +$10.2M +169,089 New
SA
52
Skyline Advisors
Washington
$10.3M -$1.33M -22,043 -12%
KPWS
53
Kestra Private Wealth Services
Texas
$9.8M -$122K -2,027 -1%
FHA
54
Flagship Harbor Advisors
Massachusetts
$9.49M +$5.37M +88,934 +142%
DWP
55
Daymark Wealth Partners
Ohio
$9.3M +$85.5K +1,416 +1%
CAG
56
Curtis Advisory Group
California
$8.95M +$510K +8,450 +6%
UWM
57
USAdvisors Wealth Management
Minnesota
$8.95M +$1.73M +28,719 +25%
WA
58
Waverly Advisors
Alabama
$8.81M -$581K -9,627 -6%
AWM
59
Avaii Wealth Management
Wisconsin
$8.71M -$1.6M -26,509 -16%
AA
60
Aire Advisors
California
$8.53M +$600K +9,946 +8%
LWA
61
Lifelong Wealth Advisors
Minnesota
$8.51M +$8.2M +135,947 New
CA
62
Crewe Advisors
Utah
$8.31M +$8.01M +132,739 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$8.12M -$4.28M -70,916 -35%
PVI
64
Pine Valley Investments
New Jersey
$7.91M +$162K +2,682 +2%
BCM
65
Brookstone Capital Management
Illinois
$7.75M -$195K -3,227 -3%
HFS
66
Hughes Financial Services
Virginia
$7.45M +$523K +8,660 +8%
APCM
67
Alaska Permanent Capital Management
Alaska
$7.27M +$7.01M +116,202 New
OMC
68
Old Mission Capital
Illinois
$7.18M +$4.33M +71,668 +167%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$7.08M +$1.01M +16,673 +17%
WP
70
WealthPLAN Partners
Nebraska
$7.08M -$3.47M -57,463 -34%
OFS
71
Orrstown Financial Services
Pennsylvania
$7.06M +$563K +9,322 +9%
PS
72
Planned Solutions
California
$6.61M +$384K +6,371 +6%
PWP
73
PrairieView Wealth Partners
Illinois
$6.61M -$570K -9,452 -8%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$6.48M +$695K +11,508 +12%
MA
75
MONECO Advisors
Connecticut
$6.43M +$4.43M +73,451 +251%