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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
26
Gerber LLC
Ohio
$15.3M +$644K +14,172 +4%
CCP
27
Cushing Capital Partners
Wisconsin
$14.5M +$551K +12,130 +4%
SOS
28
Silver Oak Securities
Tennessee
$14.2M +$607K +13,343 +5%
MCM
29
MAI Capital Management
Ohio
$13.6M -$3.85M -84,771 -22%
SRS
30
Strong Retirement Solutions
Washington
$13.4M +$559K +12,307 +4%
MWM
31
MBE Wealth Management
Wisconsin
$12.9M -$127K -2,788 -1%
UWP
32
Uniting Wealth Partners
Kansas
$12.9M -$2.24M -49,172 -15%
FGG
33
Financial Guidance Group
Florida
$12.7M -$485K -10,665 -4%
LRWM
34
Lord & Richards Wealth Management
Colorado
$12.4M +$385K +8,472 +3%
PCIA
35
Prime Capital Investment Advisors
Kansas
$11.5M +$2.05M +45,002 +22%
EC
36
EdgeRock Capital
Colorado
$10.9M +$259K +5,696 +2%
MWM
37
Maripau Wealth Management
Indiana
$10.6M +$988K +21,741 +11%
LFAS
38
Level Four Advisory Services
Texas
$9.33M +$197K +4,323 +2%
WS
39
Wilian Securities
Minnesota
$9.33M +$5.03M +110,713 +121%
S
40
Sunpointe
Missouri
$8.01M -$38.9K -855 -0.5%
CBT
41
CoreFirst Bank & Trust
Kansas
$7.58M +$290K +6,382 +4%
CIAS
42
Capital Investment Advisory Services
North Carolina
$7.23M +$7.02M +154,438 +6,768%
RB
43
Renasant Bank
Mississippi
$6.4M +$181K +3,975 +3%
OPOWM
44
One Plus One Wealth Management
Florida
$5.98M +$75.9K +1,669 +1%
TA
45
TrueWealth Advisors
Alabama
$5.84M -$86.4K -1,900 -1%
UBS Group
46
UBS Group
Switzerland
$5.69M +$471K +10,357 +9%
RIA
47
Regal Investment Advisors
Michigan
$5.41M -$6.68K -147 -0.1%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$5.25M -$1.3M -28,705 -20%
IAA
49
Independent Advisor Alliance
North Carolina
$4.39M -$5.18M -114,025 -55%
MMM
50
Mendel Money Management
Illinois
$4.28M +$752K +16,537 +22%