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JPMorgan Hedged Equity Laddered Overlay ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Members Wealth
Pennsylvania
$884K +$868K +13,589 New
MWM
202
Mascagni Wealth Management
Mississippi
$874K -$433K -6,784 -34%
FFA
203
Farther Finance Advisors
California
$869K +$87.9K +1,376 +11%
TL
204
Tradewinds LLC
North Carolina
$862K +$846K +13,254 New
MWM
205
Modern Wealth Management
Kansas
$834K -$10.4K -163 -1%
TCWM
206
Total Clarity Wealth Management
Illinois
$815K -$67.4K -1,055 -8%
JWCA
207
J.W. Cole Advisors
Florida
$802K +$242K +3,797 +44%
FAIM
208
Financial Advocates Investment Management
Washington
$799K +$88.3K +1,382 +13%
Citadel Advisors
209
Citadel Advisors
Florida
$767K -$1.79M -27,986 -70%
GWSG
210
GPS Wealth Strategies Group
Colorado
$750K -$9.13K -143 -1%
MWP
211
Madison Wealth Partners
Wisconsin
$736K +$158K +2,481 +28%
VA
212
Valmark Advisers
Ohio
$735K +$163K +2,546 +29%
SRA
213
Secured Retirement Advisors
Minnesota
$717K -$1.2M -18,723 -63%
CAL
214
Capital Analysts LLC
Pennsylvania
$717K +$12.9K +202 +2%
FGA
215
Fortis Group Advisors
New Jersey
$717K -$59K -924 -8%
MCIA
216
Mountain Capital Investment Advisors
Colorado
$700K +$241K +3,769 +54%
VT
217
Vise Technologies
New York
$697K -$327K -5,126 -32%
SAG
218
SageView Advisory Group
California
$697K +$189K +2,960 +38%
MYIA
219
Mount Yale Investment Advisors
Colorado
$637K +$626K +9,807 New
SA
220
Sanctuary Advisors
Indiana
$634K +$766 +12 +0.1%
AFP
221
Ausdal Financial Partners
Iowa
$608K +$353K +5,529 +145%
MP
222
McDonald Partners
Ohio
$605K +$147K +2,307 +33%
TWM
223
Tradition Wealth Management
Minnesota
$599K +$4.73K +74 +0.8%
ESB
224
Essex Savings Bank
Connecticut
$572K
PWM
225
Partners Wealth Management
California
$566K -$417K -6,529 -43%