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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
51
USAdvisors Wealth Management
Minnesota
$10.4M +$1.12M +17,605 +12%
SC
52
SouthState Corp
Florida
$10.1M -$4.36M -68,329 -31%
WA
53
Waverly Advisors
Alabama
$10M +$847K +13,257 +9%
DWP
54
Daymark Wealth Partners
Ohio
$9.99M +$324K +5,070 +3%
KPWS
55
Kestra Private Wealth Services
Texas
$9.93M -$247K -3,864 -2%
LWA
56
Lifelong Wealth Advisors
Minnesota
$9.77M +$922K +14,434 +11%
CAG
57
Curtis Advisory Group
California
$9.44M +$138K +2,162 +2%
AA
58
Aire Advisors
California
$9.09M +$226K +3,536 +3%
AWM
59
Avaii Wealth Management
Wisconsin
$9.07M +$17.9K +281 +0.2%
PVI
60
Pine Valley Investments
New Jersey
$9.01M +$781K +12,226 +10%
CA
61
Crewe Advisors
Utah
$8.97M +$339K +5,309 +4%
FHA
62
Flagship Harbor Advisors
Massachusetts
$8.64M -$1.19M -18,661 -12%
NA
63
NewEdge Advisors
Louisiana
$8.58M +$3.76M +58,867 +81%
P
64
&Partners
Tennessee
$8.57M +$3.72M +58,197 +80%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$8.12M +$7.33M +114,774 +1,131%
HFS
66
Hughes Financial Services
Virginia
$8.1M +$344K +5,393 +5%
Envestnet Portfolio Solutions
67
Envestnet Portfolio Solutions
Illinois
$7.95M +$584K +9,147 +8%
HIP
68
HUB Investment Partners
Texas
$7.62M -$12.9M -202,062 -63%
APCM
69
Alaska Permanent Capital Management
Alaska
$7.58M +$28.8K +451 +0.4%
WP
70
WealthPLAN Partners
Nebraska
$7.53M +$180K +2,815 +2%
OFS
71
Orrstown Financial Services
Pennsylvania
$7.52M +$181K +2,841 +3%
SF
72
Summit Financial
New Jersey
$7.27M +$7.14M +111,852 New
PIWA
73
Prevail Innovative Wealth Advisors
Kansas
$7.25M +$6.66M +104,284 +1,440%
PWP
74
PrairieView Wealth Partners
Illinois
$7.14M +$266K +4,165 +4%
PS
75
Planned Solutions
California
$7.12M +$246K +3,854 +4%