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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Equitable Holdings
126
Equitable Holdings
New York
$3.1M +$700K +10,575 +29%
Independent Advisor Alliance
127
Independent Advisor Alliance
North Carolina
$3.09M +$3.2M +48,301 New
SWM
128
SK Wealth Management
Rhode Island
$3.04M -$380K -5,738 -11%
CFS
129
Coordinated Financial Services
Colorado
$2.93M -$102K -1,537 -3%
CCFM
130
Clear Creek Financial Management
Washington
$2.93M +$28.3K +428 +0.9%
Stratos Wealth Partners
131
Stratos Wealth Partners
Ohio
$2.92M -$615K -9,280 -17%
RFG Advisory
132
RFG Advisory
Alabama
$2.91M +$185K +2,793 +7%
Harbour Investments
133
Harbour Investments
Wisconsin
$2.87M +$80.5K +1,216 +3%
Davenport & Co
134
Davenport & Co
Virginia
$2.86M +$419K +6,322 +16%
CF
135
Convergence Financial
Missouri
$2.72M +$365K +5,506 +16%
Cresset Asset Management
136
Cresset Asset Management
Illinois
$2.67M +$663K +10,006 +32%
SA
137
Sincerus Advisory
New York
$2.61M +$241K +3,633 +10%
AIM
138
Advyzon Investment Management
Illinois
$2.6M +$2.69M +40,665 New
KIG
139
Kennedy Investment Group
New Jersey
$2.6M -$370K -5,591 -12%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$2.58M -$343K -5,173 -11%
SWM
141
Selby Wealth Management
California
$2.58M -$64.8K -978 -2%
PCA
142
Purkiss Capital Advisors
Connecticut
$2.52M +$262K +3,950 +11%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$2.51M +$45.4K +685 +2%
YWS
144
Yarger Wealth Strategies
Ohio
$2.35M +$914K +13,807 +60%
Pine Valley Investments
145
Pine Valley Investments
New Jersey
$2.34M -$336K -5,069 -12%
MAM
146
Milestone Asset Management
Pennsylvania
$2.33M +$188K +2,833 +8%
BFG
147
Beto Financial Group
Idaho
$2.3M -$2.44M -36,836 -52%
TFS
148
Thoroughbred Financial Services
Tennessee
$2.28M +$56.4K +851 +2%
SF
149
Sun Financial
Utah
$2.25M -$206K -3,106 -9%
MAM
150
McLaughlin Asset Management
Illinois
$2.25M +$676K +10,206 +41%