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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$1.67M +$708K +11,368 +73%
EWA
127
Evolution Wealth Advisors
Florida
$1.66M +$1.66M +26,660 New
FAIM
128
Financial Advocates Investment Management
Washington
$1.58M +$1.59M +25,524 New
MW
129
Members Wealth
Pennsylvania
$1.57M +$1.55M +24,962 New
GPWM
130
Grant Private Wealth Management
California
$1.53M +$1.53M +24,615 New
CFA
131
Cahill Financial Advisors
Minnesota
$1.52M +$263K +4,229 +21%
PCA
132
Purkiss Capital Advisors
Connecticut
$1.38M +$1.38M +22,202 New
SWIM
133
Smallwood Wealth Investment Management
New Jersey
$1.36M +$770K +12,367 +130%
VAM
134
Vienna Asset Management
California
$1.3M +$291K +4,672 +29%
SNB
135
Security National Bank
Nebraska
$1.26M +$61.2K +982 +5%
SMC
136
Smith, Moore & Co
Missouri
$1.25M +$1.25M +20,121 New
MWG
137
Martin Worley Group
Utah
$1.19M +$1.19M +19,185 New
BFC
138
Bedel Financial Consulting
Indiana
$1.18M +$208K +3,343 +22%
MWM
139
Mascagni Wealth Management
Mississippi
$1.17M +$1.22M +19,565 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.16M -$5.73M -92,040 -83%
DC
141
DeDora Capital
California
$1.15M +$208K +3,333 +22%
FFN
142
Focus Financial Network
Minnesota
$1.15M +$319K +5,115 +38%
KAS
143
Kestra Advisory Services
Texas
$1.15M +$714K +11,463 +164%
IAA
144
Independent Advisor Alliance
North Carolina
$1.14M +$1.14M +18,325 New
JWBC
145
John W. Brooker & Co
California
$1.14M +$17.4K +279 +2%
LIS
146
Legacy Investment Solutions
Idaho
$1.1M -$990K -15,890 -48%
LWMI
147
Legacy Wealth Management (Idaho)
Idaho
$1.1M -$990K -15,890 -48%
MAG
148
Mayfair Advisory Group
Alabama
$1.09M +$1.1M +17,631 New
AF
149
Apexium Financial
Texas
$1.09M +$546K +8,774 +99%
DC
150
Davenport & Co
Virginia
$1.06M +$693K +11,129 +185%