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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
201
Baker Tilly Wealth Management
Wisconsin
$1.04M
MW
202
Members Wealth
Pennsylvania
$1.04M +$156K +2,330 +18%
JF
203
JSF Financial
California
$1.03M +$1.61K +24 +0.2%
Morgan Stanley
204
Morgan Stanley
New York
$1.03M +$74.1K +1,104 +8%
MWM
205
Mascagni Wealth Management
Mississippi
$1.02M +$18.1K +269 +2%
WWM
206
Western Wealth Management
Colorado
$1.02M +$69.8K +1,039 +7%
SAI
207
Savvy Advisors Inc
New York
$1.01M +$547K +8,143 +120%
BL
208
Balentine LLC
Georgia
$997K
HCM
209
Hicks Capital Management
Ohio
$986K -$51.4K -766 -5%
PCIA
210
Prime Capital Investment Advisors
Kansas
$975K +$178K +2,651 +23%
FFA
211
Farther Finance Advisors
California
$966K +$7.79K +116 +0.8%
MWP
212
Madison Wealth Partners
Wisconsin
$939K +$84.8K +1,263 +10%
IAG
213
Investment Advisory Group
Massachusetts
$934K +$494K +7,353 +114%
SAM
214
Silvercrest Asset Management
New York
$932K
FPAS
215
Focus Partners Advisor Solutions
Missouri
$931K -$118K -1,759 -11%
IIA
216
Integrity Investment Advisors
Colorado
$931K -$118K -1,759 -11%
Corient Private Wealth
217
Corient Private Wealth
Florida
$930K
SWA
218
Strategic Wealth Advisors
Arizona
$927K -$51.4K -766 -5%
CGH
219
Crossmark Global Holdings
Texas
$917K
FPB
220
First PREMIER Bank
South Dakota
$887K +$91.9K +1,368 +12%
BCG
221
Breakwater Capital Group
New Jersey
$873K -$106K -1,585 -11%
GWP
222
Gateway Wealth Partners
Wisconsin
$869K -$989K -14,725 -53%
CAM
223
Cozad Asset Management
Illinois
$835K -$187K -2,787 -18%
AI
224
Atria Investments
North Carolina
$829K +$25.5K +379 +3%
BFP
225
Birchwood Financial Partners
Minnesota
$812K +$140K +2,083 +21%