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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$13.1M +$151K +3,853 +1%
UAG
27
United Advisor Group
Ohio
$12.7M +$690K +17,548 +6%
SOS
28
Silver Oak Securities
Tennessee
$11.9M +$851K +21,639 +8%
CCP
29
Cushing Capital Partners
Wisconsin
$11.8M +$558K +14,199 +5%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$10.9M +276,896 New
DIM
31
Delta Investment Management
California
$10.1M -$64.9K -1,650 -0.7%
LRWM
32
Lord & Richards Wealth Management
Colorado
$9.81M +$1.41M +35,804 +18%
LFAS
33
Level Four Advisory Services
Texas
$8.74M -$44.7K -1,137 -0.5%
FGG
34
Financial Guidance Group
Florida
$8.05M +$1.21M +30,775 +19%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.97M +$345K +8,772 +5%
RB
36
Renasant Bank
Mississippi
$7.63M +$191K +4,854 +3%
MWM
37
Maripau Wealth Management
Indiana
$7.55M -$388K -9,872 -5%
EC
38
EdgeRock Capital
Colorado
$7.23M -$1.09M -27,664 -14%
UBS Group
39
UBS Group
Switzerland
$6.92M -$757K -19,253 -10%
TPW
40
Talon Private Wealth
Florida
$6.91M +$133K +3,387 +2%
S
41
Sunpointe
Missouri
$5.77M +$345K +8,764 +7%
MW
42
MBL Wealth
North Carolina
$5.71M +$5.42M +137,937 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.01M +$4.76M +121,133 New
OPOWM
44
One Plus One Wealth Management
Florida
$4.8M +$31.4K +799 +0.7%
BCI
45
Brinker Capital Investments
Pennsylvania
$4.55M +$423K +10,761 +11%
SHFP
46
Second Half Financial Partners
Florida
$3.26M +$80.1K +2,036 +3%
GL
47
Gerber LLC
Ohio
$2.83M +$1.79M +45,626 +201%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.71M +$2.28M +58,035 +774%
OPWM
49
Oregon Pacific Wealth Management
Oregon
$2.63M -$51K -1,297 -2%
TVM
50
True Vision MN
Minnesota
$2.51M +$96.7K +2,459 +4%