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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
76
Resurgent Financial Advisors
Georgia
$232K +$111K +2,035 +97%
TWM
77
Tradition Wealth Management
Minnesota
$231K +$225K +4,132 New
CASC
78
Coppell Advisory Solutions Corp
Texas
$223K +$217K +3,990 New
MIA
79
Milestone Investment Advisors
Wisconsin
$221K +$215K +3,942 New
FIA
80
Foundations Investment Advisors
Arizona
$220K +$214K +3,932 New
AAS
81
Avantax Advisory Services
Texas
$214K +$208K +3,815 New
AA
82
Ancora Advisors
Ohio
$181K +$176K +3,231 New
GRP
83
Global Retirement Partners
California
$103K +$66.2K +1,215 +193%
CF
84
Centaurus Financial
California
$102K +$99.1K +1,820 New
Comerica Bank
85
Comerica Bank
Texas
$95.3K -$87.6K -1,608 -49%
UBS Group
86
UBS Group
Switzerland
$92.9K +$90.4K +1,660 New
CAL
87
Capital Advisors Ltd
Ohio
$84K +$29.9K +550 +57%
CPA
88
Clear Point Advisors
New York
$56.2K +$54 +1 +0.1%
HI
89
Harbour Investments
Wisconsin
$42.1K +$40.9K +752 New
CA
90
CoreCap Advisors
Michigan
$21K +$20.4K +375 New
JWM
91
Janiczek Wealth Management
Colorado
$10.6K +$54 +1 +0.5%
Bank of America
92
Bank of America
North Carolina
$10.4K +$10.1K +185 New
ACA
93
Aptus Capital Advisors
Alabama
$7K +$6.81K +125 New
BFS
94
Burkett Financial Services
South Carolina
$4.38K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$3.92K +$2.56K +47 +204%
PCMC
96
Planning Capital Management Corporation
Pennsylvania
$3.64K +$3.54K +65 New
EWA
97
EverSource Wealth Advisors
Alabama
$1.04K +$1.03K +19 New
DFA
98
DHJJ Financial Advisors
Illinois
$112
AF
99
Allworth Financial
California
$56
YAL
100
Your Advocates Ltd
Texas
$8