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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
126
NCM Capital Management
New Jersey
$808K +$204K +3,450 +35%
MWA
127
MN Wealth Advisors
Kansas
$804K +$118K +1,989 +18%
SC
128
SouthState Corp
Florida
$795K +$652K +11,004 +550%
GWSG
129
GPS Wealth Strategies Group
Colorado
$670K +$649K +10,956 New
BCG
130
Breakwater Capital Group
New Jersey
$637K +$41.4K +698 +7%
IAP
131
Indie Asset Partners
Indiana
$637K +$116K +1,961 +23%
IP
132
Ignite Planners
California
$611K -$214K -3,611 -27%
LWM
133
Lakeridge Wealth Management
Ohio
$604K +$71.8K +1,212 +14%
HH
134
Hilltop Holdings
Texas
$590K +$572K +9,647 New
FPAS
135
Focus Partners Advisor Solutions
Missouri
$583K -$2.07K -35 -0.4%
SWIM
136
Smallwood Wealth Investment Management
New Jersey
$582K +$564K +9,522 New
SWP
137
Semus Wealth Partners
Florida
$578K +$323K +5,458 +136%
SA
138
Sanctuary Advisors
Indiana
$542K +$512K +8,643 New
AF
139
Apexium Financial
Texas
$539K +$523K +8,823 New
SI
140
Stephens Inc
Arkansas
$529K +$513K +8,657 New
BOM
141
Bank of Marin
California
$512K -$112K -1,890 -18%
MFC
142
Morris Financial Concepts
South Carolina
$504K +$488K +8,240 New
TWM
143
Tradition Wealth Management
Minnesota
$500K +$3.5K +59 +0.7%
MA
144
MONECO Advisors
Connecticut
$488K +$164K +2,762 +53%
SWP
145
Summit Wealth Partners
Florida
$479K +$49.5K +836 +12%
PF
146
Parker Financial
Washington
$465K +$450K +7,599 New
AWA
147
Arkadios Wealth Advisors
Georgia
$458K +$444K +7,494 New
PIWA
148
Prevail Innovative Wealth Advisors
Kansas
$448K +$5.09K +86 +1%
WC
149
Waterloo Capital
Texas
$443K +$429K +7,248 New
BPA
150
Beacon Pointe Advisors
California
$441K -$17.2K -291 -4%