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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
Resurgent Financial Advisors
Georgia
$436K +$80.8K +1,363 +24%
SFC
152
Sprinkle Financial Consultants
Colorado
$434K +$27.8K +469 +7%
KAS
153
Kestra Advisory Services
Texas
$428K +$122K +2,053 +42%
SPC
154
Sigma Planning Corp
Michigan
$423K +$410K +6,920 New
IWP
155
IAG Wealth Partners
Wisconsin
$396K +$384K +6,475 New
YWS
156
Yarger Wealth Strategies
Ohio
$387K -$243K -4,105 -39%
DC
157
Davenport & Co
Virginia
$369K +$62.8K +1,060 +21%
BRWA
158
B. Riley Wealth Advisors
Florida
$368K +$115K +1,942 +47%
LC
159
Legacy CG
Texas
$366K +$355K +5,988 New
AAS
160
Avantax Advisory Services
Texas
$344K +$334K +5,629 New
PTC
161
Private Trust Company
Ohio
$341K +$330K +5,578 New
BWM
162
BCGM Wealth Management
Indiana
$339K +$329K +5,548 New
BTI
163
Blue Trust Inc
Georgia
$325K +$329K +5,558 New
SG
164
StoneX Group
New York
$324K
Truist Financial
165
Truist Financial
North Carolina
$324K -$33.4K -563 -10%
CPRC
166
Consolidated Portfolio Review Corp
New York
$310K +$300K +5,068 New
WKWM
167
Walter & Keenan Wealth Management
Indiana
$295K +$286K +4,830 New
ACG
168
Allen Capital Group
Nebraska
$291K -$2.9K -49 -1%
TCA
169
Transcend Capital Advisors
New Jersey
$287K +$278K +4,690 New
CPL
170
CAP Partners LLC
Tennessee
$285K +$15.2K +257 +6%
QWP
171
Quotient Wealth Partners
Texas
$282K +$274K +4,618 New
CRWM
172
Castle Rock Wealth Management
California
$277K +$6.28K +106 +2%
ESB
173
Essex Savings Bank
Connecticut
$258K +$250K +4,220 New
RJT
174
Raymond James Trust
Florida
$255K +$5.27K +89 +2%
MWP
175
Madison Wealth Partners
Wisconsin
$254K +$25.9K +437 +12%