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Aptus Defined Risk ETF
DRSK

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Cyndeo Wealth Partners
51
Cyndeo Wealth Partners
Florida
USD 2.99 M +USD 306 k +10,619 +11%
Atria Investments
52
Atria Investments
North Carolina
USD 2.9 M +USD 75.3 k +2,613 +3%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
USD 2.63 M -USD 118 k -4,100 -4%
Meridian Wealth Management
54
Meridian Wealth Management
Kentucky
USD 2.52 M +USD 729 k +25,302 +40%
Leavell Investment Management
55
Leavell Investment Management
Alabama
USD 2.47 M – – –
Kestra Advisory Services
56
Kestra Advisory Services
Texas
USD 2.39 M +USD 46.3 k +1,606 +2%
CreativeOne Wealth
57
CreativeOne Wealth
Kansas
USD 2.07 M +USD 26.7 k +927 +1%
Goldman Sachs
58
Goldman Sachs
New York
USD 2.03 M +USD 2.04 M +70,726 Nuevas
Savvy Advisors Inc
59
Savvy Advisors Inc
New York
USD 1.4 M -USD 500 k -17,342 -26%
Osaic Holdings
60
Osaic Holdings
Arizona
USD 1.36 M +USD 13.9 k +482 +1%
Betterment LLC
61
Betterment LLC
New York
USD 930 k +USD 78.3 k +2,719 +9%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
USD 900 k +USD 143 k +4,965 +19%
Old Mission Capital
63
Old Mission Capital
Illinois
USD 875 k +USD 877 k +30,446 Nuevas
Visionary Horizons
64
Visionary Horizons
Tennessee
USD 812 k +USD 163 k +5,654 +25%
Jacobi Capital Management
65
Jacobi Capital Management
Pennsylvania
USD 510 k -USD 44.3 k -1,539 -8%
SmartHarvest Portfolios
66
SmartHarvest Portfolios
Washington
USD 471 k – – –
Parallel Advisors
67
Parallel Advisors
California
USD 440 k +USD 1.35 k +47 +0.3%
Coppell Advisory Solutions
68
Coppell Advisory Solutions
Texas
USD 434 k +USD 73.8 k +2,561 Nuevas
Strong Retirement Solutions
69
Strong Retirement Solutions
Washington
USD 432 k +USD 34.2 k +1,187 +9%
Valeo Financial Advisors
70
Valeo Financial Advisors
Indiana
USD 408 k +USD 409 k +14,197 Nuevas
RDA Financial Network
71
RDA Financial Network
Iowa
USD 359 k -USD 11.2 k -390 -3%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
USD 286 k -USD 19.8 k -686 -6%
Lunt Capital Management
73
Lunt Capital Management
Utah
USD 272 k – – –
McElhenny Sheffield Capital Management
74
McElhenny Sheffield Capital Management
Texas
USD 213 k – – –
Great Valley Advisor Group
75
Great Valley Advisor Group
Delaware
USD 205 k +USD 205 k +7,131 Nuevas
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