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Opus Small Cap Value ETF
OSCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aptus Capital Advisors
1
Aptus Capital Advisors
Alabama
USD 275 M +USD 39.5 M +967,205 +17%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
USD 100 M +USD 2.69 M +65,812 +3%
Diversified Enterprises
3
Diversified Enterprises
Delaware
USD 82 M +USD 3.03 M +74,149 +4%
Guardian Wealth Advisors (North Carolina)
4
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 65.9 M +USD 967 k +23,672 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 44 M +USD 2.79 M +68,264 +7%
BF
6
Brogan Financial
Tennessee
USD 34.7 M +USD 156 k +3,824 +0.5%
Corient Private Wealth
7
Corient Private Wealth
Florida
USD 32.4 M -USD 6.65 M -162,769 -17%
SLC
8
Second Line Capital
Louisiana
USD 25.9 M +USD 821 k +20,103 +3%
Raymond James Financial
9
Raymond James Financial
Florida
USD 22.9 M -USD 456 k -11,166 -2%
Park Place Capital
10
Park Place Capital
Alabama
USD 22.2 M +USD 972 k +23,791 +5%
WC
11
Waterloo Capital
Texas
USD 19.3 M -USD 268 k -6,567 -1%
Signal Advisors Wealth
12
Signal Advisors Wealth
Michigan
USD 15.6 M +USD 3.92 M +95,864 +35%
First Heartland Consultants
13
First Heartland Consultants
Missouri
USD 14.3 M -USD 8.66 M -212,027 -38%
UAG
14
United Advisor Group
Ohio
USD 11.6 M +USD 541 k +13,239 +5%
CG
15
Clarus Group
Texas
USD 11.2 M -USD 106 k -2,600 -1%
6SA
16
6th Street Advisors
Alabama
USD 9.9 M +USD 31.7 k +775 +0.3%
SP
17
SWS Partners
Ohio
USD 9.8 M +USD 44.3 k +1,085 +0.5%
Advisory Services Network
18
Advisory Services Network
Georgia
USD 7.48 M +USD 594 k +14,529 +9%
FGG
19
Financial Guidance Group
Florida
USD 7.04 M +USD 14.4 k +353 +0.2%
MWM
20
MBE Wealth Management
Wisconsin
USD 6.01 M +USD 55.8 k +1,366 +1%
LPL Financial
21
LPL Financial
California
USD 5.3 M -USD 551 k -13,497 -10%
Silver Oak Securities
22
Silver Oak Securities
Tennessee
USD 5.07 M +USD 436 k +10,663 +10%
Prime Capital Investment Advisors
23
Prime Capital Investment Advisors
Kansas
USD 4.3 M +USD 577 k +14,123 +16%
CCP
24
Cushing Capital Partners
Wisconsin
USD 3.64 M +USD 186 k +4,553 +6%
RB
25
Renasant Bank
Mississippi
USD 3.6 M +USD 127 k +3,104 +4%
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