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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Indivisible Partners
Florida
$2.24M +$715K +10,801 +44%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$2.24M +$240K +3,618 +12%
LCP
153
Larch Capital Partners
Florida
$2.21M -$456K -6,882 -17%
YIA
154
YHB Investment Advisors
Connecticut
$2.17M +$388K +5,855 +21%
GPWM
155
Grant Private Wealth Management
California
$2.15M -$313K -4,733 -12%
IWP
156
IAG Wealth Partners
Wisconsin
$2.07M -$728 -11 -0%
AL
157
ARWA LLC
Texas
$2.05M +$1.39M +21,036 +206%
MP
158
McDonald Partners
Ohio
$1.99M +$973K +14,691 +89%
Concurrent Investment Advisors
159
Concurrent Investment Advisors
Florida
$1.97M -$106K -1,598 -5%
CPC
160
Consolidated Planning Corp
Georgia
$1.97M -$20.3M -306,567 -91%
SB
161
Strategic Blueprint
Georgia
$1.87M +$641K +9,674 +50%
Citadel Advisors
162
Citadel Advisors
Florida
$1.81M +$1.88M +28,397 New
SNB
163
Security National Bank
Nebraska
$1.81M +$331K +5,005 +22%
IFP Advisors
164
IFP Advisors
Florida
$1.79M +$61K +921 +3%
GWP
165
Gateway Wealth Partners
Wisconsin
$1.76M +$302K +4,555 +20%
EWA
166
Evolution Wealth Advisors
Florida
$1.74M -$165K -2,497 -8%
Fulton Bank
167
Fulton Bank
Pennsylvania
$1.74M +$525K +7,935 +41%
RWM
168
Riverchase Wealth Management
Texas
$1.72M +$1.78M +26,914 New
Oppenheimer & Co
169
Oppenheimer & Co
New York
$1.71M -$156K -2,357 -8%
MAG
170
Mayfair Advisory Group
Alabama
$1.65M -$250K -3,773 -13%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$1.65M +$209K +3,157 +14%
MCA
172
Magnolia Capital Advisors
Mississippi
$1.62M +$1.68M +25,395 New
CWP
173
Cyndeo Wealth Partners
Florida
$1.59M +$66.6K +1,006 +4%
SWP
174
Summit Wealth Partners
Florida
$1.58M -$148K -2,236 -8%
LWMI
175
Legacy Wealth Management (Idaho)
Idaho
$1.58M -$17.5K -264 -1%