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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
$11M +$123K +1,854 +1%
AWE
52
Avidian Wealth Enterprises
Texas
$10.9M +$11.3M +169,904 New
OCWP
53
Owl Creek Wealth Partners
Colorado
$10.7M +$11M +166,834 New
P
54
&Partners
Tennessee
$10.4M +$773K +11,676 +8%
IWC
55
Integrated Wealth Concepts
Massachusetts
$10.4M -$2.33M -35,249 -18%
VWA
56
Visionary Wealth Advisors
Illinois
$10.4M -$1.64M -24,705 -13%
WA
57
Waverly Advisors
Alabama
$10.1M +$4.63K +70 +0%
SC
58
SouthState Corp
Florida
$9.96M +$643K +9,708 +7%
KAS
59
Kestra Advisory Services
Texas
$9.76M +$2.07M +31,302 +26%
CAG
60
Curtis Advisory Group
California
$9.57M +$121K +1,821 +1%
LWA
61
Lifelong Wealth Advisors
Minnesota
$9.44M +$332K +5,015 +4%
OFS
62
Orrstown Financial Services
Pennsylvania
$9.41M +$1.85M +27,916 +23%
AA
63
Aire Advisors
California
$9.36M +$276K +4,173 +3%
ACS
64
Archford Capital Strategies
Illinois
$9.26M +$8.62M +130,192 +888%
MCM
65
MAI Capital Management
Ohio
$9.15M +$2.46M +37,103 +35%
KPWS
66
Kestra Private Wealth Services
Texas
$8.98M -$430K -6,494 -4%
AWM
67
Avaii Wealth Management
Wisconsin
$8.4M +$112K +1,690 +1%
PJWM
68
Philip James Wealth Mangement
Georgia
$8.38M -$4.24M -64,005 -33%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$8.37M +$105K +1,587 +1%
BPW
70
BlueDoor Private Wealth
Massachusetts
$7.84M +$832K +12,569 +11%
APCM
71
Alaska Permanent Capital Management
Alaska
$7.82M +$708K +10,693 +10%
UWM
72
USAdvisors Wealth Management
Minnesota
$7.78M +$565K +8,525 +7%
PWP
73
PrairieView Wealth Partners
Illinois
$7.64M +$240K +3,622 +3%
AFG
74
Allegheny Financial Group
Pennsylvania
$7.52M +$2.64M +39,933 +51%
DWP
75
Daymark Wealth Partners
Ohio
$7.3M +$212K +3,207 +3%