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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Triad Wealth Partners
Kansas
$12.1M +$12M +182,218 New
WCP
52
Wick Capital Partners
Pennsylvania
$11.6M +$10.9M +166,505 +2,258%
AWM
53
Avior Wealth Management
Nebraska
$11.3M -$29.9K -455 -0.3%
WA
54
Waverly Advisors
Alabama
$10.5M +$294K +4,475 +3%
P
55
&Partners
Tennessee
$10.1M +$1.36M +20,641 +16%
CA
56
Crewe Advisors
Utah
$10M +$866K +13,196 +10%
CAG
57
Curtis Advisory Group
California
$9.82M +$176K +2,683 +2%
KPWS
58
Kestra Private Wealth Services
Texas
$9.77M -$380K -5,794 -4%
SC
59
SouthState Corp
Florida
$9.71M -$608K -9,254 -6%
LWA
60
Lifelong Wealth Advisors
Minnesota
$9.48M -$502K -7,649 -5%
AA
61
Aire Advisors
California
$9.45M +$152K +2,317 +2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$8.63M +$289K +4,400 +4%
AWM
63
Avaii Wealth Management
Wisconsin
$8.62M -$645K -9,817 -7%
KAS
64
Kestra Advisory Services
Texas
$8.06M +$2.33M +35,534 +41%
FHA
65
Flagship Harbor Advisors
Massachusetts
$8.03M -$788K -12,001 -9%
OFS
66
Orrstown Financial Services
Pennsylvania
$7.93M +$240K +3,655 +3%
PIWA
67
Prevail Innovative Wealth Advisors
Kansas
$7.7M +$291K +4,426 +4%
PWP
68
PrairieView Wealth Partners
Illinois
$7.7M +$402K +6,119 +6%
PA
69
Pinnacle Associates
New York
$7.69M +$2.64M +40,181 +53%
UWM
70
USAdvisors Wealth Management
Minnesota
$7.59M -$3.04M -46,348 -29%
MA
71
MONECO Advisors
Connecticut
$7.57M +$409K +6,225 +6%
WP
72
WealthPLAN Partners
Nebraska
$7.51M -$189K -2,883 -2%
APCM
73
Alaska Permanent Capital Management
Alaska
$7.4M -$335K -5,103 -4%
SF
74
Summit Financial
New Jersey
$7.38M -$46.5K -709 -0.6%
DWP
75
Daymark Wealth Partners
Ohio
$7.38M -$2.8M -42,667 -28%