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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFG Advisory
Georgia
$1.74M +$1.67M +27,736 New
SWP
152
Summit Wealth Partners
Florida
$1.72M +$363K +6,018 +28%
MAG
153
Mayfair Advisory Group
Alabama
$1.7M +$228K +3,777 +16%
YWS
154
Yarger Wealth Strategies
Ohio
$1.63M +$1.18M +19,470 +297%
CFS
155
Compass Financial Services
Iowa
$1.59M +$1.47M +24,366 +2,267%
CFA
156
Cahill Financial Advisors
Minnesota
$1.48M -$171K -2,826 -11%
IA
157
IFP Advisors
Florida
$1.47M +$1.02M +16,954 +261%
SB
158
Strategic Blueprint
Georgia
$1.45M +$716K +11,857 +105%
SWA
159
Stratos Wealth Advisors
Ohio
$1.43M -$439K -7,270 -24%
LWMI
160
Legacy Wealth Management (Idaho)
Idaho
$1.39M +$362K +5,998 +37%
LIS
161
Legacy Investment Solutions
Idaho
$1.39M +$1.34M +22,284 New
PW
162
Paladin Wealth
Minnesota
$1.34M -$966 -16 -0.1%
MWA
163
MN Wealth Advisors
Kansas
$1.32M -$11.2K -186 -0.9%
WAM
164
WNY Asset Management
New York
$1.3M +$112K +1,860 +10%
MWM
165
Mascagni Wealth Management
Mississippi
$1.27M +$40.1K +665 +3%
NCM
166
NCM Capital Management
New Jersey
$1.25M +$281K +4,654 +30%
MAM
167
Milestone Asset Management
Pennsylvania
$1.2M -$1.63M -27,031 -58%
BFC
168
Bedel Financial Consulting
Indiana
$1.19M -$22.7K -376 -2%
SWP
169
Semus Wealth Partners
Florida
$1.19M +$34K +563 +3%
SPC
170
Sigma Planning Corp
Michigan
$1.16M -$548K -9,079 -33%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.15M +$907K +15,037 +441%
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$1.15M +$1.11M +18,310 New
LWM
173
Lakeridge Wealth Management
Ohio
$1.14M +$47.7K +790 +5%
CGH
174
Crossmark Global Holdings
Texas
$1.14M
MSWA
175
Marshall & Sterling Wealth Advisors
New York
$1.13M -$3.86M -63,904 -78%