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Aptus Defined Risk ETF
DRSK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aptus Capital Advisors
1
Aptus Capital Advisors
Alabama
USD 547 M +USD 48.4 M +1,679,521 +10%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
USD 220 M +USD 7.16 M +248,611 +3%
Guardian Wealth Advisors (North Carolina)
3
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 133 M +USD 3.26 M +113,199 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 62 M +USD 2.89 M +100,252 +5%
KFG Wealth Management
5
KFG Wealth Management
Indiana
USD 57.2 M +USD 2.72 M +94,404 +5%
Diversified Enterprises
6
Diversified Enterprises
Delaware
USD 54.6 M +USD 1.93 M +66,878 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
USD 49.8 M -USD 4.81 M -167,139 -9%
SLC
8
Second Line Capital
Louisiana
USD 43 M +USD 952 k +33,044 +2%
Compass Ion Advisors
9
Compass Ion Advisors
Pennsylvania
USD 39.6 M +USD 286 k +9,926 +0.7%
Talon Private Wealth
10
Talon Private Wealth
Florida
USD 39.3 M +USD 208 k +7,223 +0.5%
GL
11
Gerber LLC
Ohio
USD 38.3 M +USD 1.38 M +47,872 +4%
SevenBridge Financial Group
12
SevenBridge Financial Group
Pennsylvania
USD 37.5 M +USD 1.63 M +56,735 +5%
Signal Advisors Wealth
13
Signal Advisors Wealth
Michigan
USD 37.4 M +USD 6.48 M +224,962 +21%
CG
14
Clarus Group
Texas
USD 35.7 M -USD 642 k -22,292 -2%
Brookstone Capital Management
15
Brookstone Capital Management
Illinois
USD 31.3 M -USD 306 k -10,625 -1%
First Heartland Consultants
16
First Heartland Consultants
Missouri
USD 31.2 M +USD 2.81 M +97,717 +10%
Raymond James Financial
17
Raymond James Financial
Florida
USD 30.4 M -USD 562 k -19,498 -2%
BF
18
Brogan Financial
Tennessee
USD 29.3 M +USD 337 k +11,711 +1%
Advisory Services Network
19
Advisory Services Network
Georgia
USD 24.8 M +USD 533 k +18,499 +2%
Sunburst Financial Group
20
Sunburst Financial Group
Alabama
USD 24 M +USD 1.79 M +62,227 +8%
Park Place Capital
21
Park Place Capital
Alabama
USD 22.4 M +USD 634 k +22,010 +3%
6SA
22
6th Street Advisors
Alabama
USD 21.8 M +USD 35.1 k +1,219 +0.2%
WC
23
Waterloo Capital
Texas
USD 21.4 M +USD 754 k +26,179 +4%
LPL Financial
24
LPL Financial
California
USD 18.6 M -USD 486 k -16,879 -3%
TA
25
TrueWealth Advisors
Alabama
USD 13.6 M +USD 112 k +3,905 +0.8%
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