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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Integras Partners
Georgia
$1.03M +$1.03M +16,573 New
SC
152
SouthState Corp
Florida
$1.01M +$201K +3,225 +25%
AC
153
Avestar Capital
New York
$999K
SPC
154
Sigma Planning Corp
Michigan
$990K +$563K +9,037 +131%
MA
155
MONECO Advisors
Connecticut
$975K +$482K +7,747 +97%
CFS
156
Coordinated Financial Services
Colorado
$959K +$962K +15,451 New
MWA
157
MN Wealth Advisors
Kansas
$954K +$138K +2,220 +17%
SWP
158
Semus Wealth Partners
Florida
$935K +$349K +5,610 +59%
HIA
159
HTG Investment Advisors
Connecticut
$931K +$935K +15,011 New
TCWM
160
Total Clarity Wealth Management
Illinois
$895K +$24K +386 +3%
LWM
161
Lakeridge Wealth Management
Ohio
$892K +$281K +4,507 +46%
HH
162
Hilltop Holdings
Texas
$879K +$281K +4,518 +47%
NL
163
NVWM LLC
Pennsylvania
$875K +$879K +14,110 New
BEI
164
Benjamin Edwards Inc
Missouri
$869K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$861K +$864K +13,874 New
PGF
166
Plan Group Financial
Oklahoma
$832K +$836K +13,417 New
NCM
167
NCM Capital Management
New Jersey
$829K +$9.4K +151 +1%
CGH
168
Crossmark Global Holdings
Texas
$823K
BCG
169
Breakwater Capital Group
New Jersey
$815K +$169K +2,714 +26%
UCFA
170
United Capital Financial Advisors
Texas
$789K +$792K +12,710 New
IAP
171
Indie Asset Partners
Indiana
$763K +$117K +1,871 +18%
Comerica Bank
172
Comerica Bank
Texas
$740K +$489K +7,860 +193%
PWM
173
Partners Wealth Management
California
$735K +$738K +11,846 New
TL
174
Tradewinds LLC
North Carolina
$718K +$710K +11,400 New
SWP
175
Summit Wealth Partners
Florida
$701K +$215K +3,460 +44%