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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$13.4M +$933K +22,074 +8%
CCP
27
Cushing Capital Partners
Wisconsin
$12.7M +$352K +8,334 +3%
MWM
28
MBE Wealth Management
Wisconsin
$11.8M -$1.83M -43,366 -14%
LRWM
29
Lord & Richards Wealth Management
Colorado
$10.8M +$480K +11,348 +5%
FGG
30
Financial Guidance Group
Florida
$9.48M +$1.01M +23,941 +12%
EC
31
EdgeRock Capital
Colorado
$9.47M +$1.84M +43,414 +25%
LFAS
32
Level Four Advisory Services
Texas
$9.13M -$37.2K -880 -0.4%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$8.37M +$3.76K +89 +0%
DIM
34
Delta Investment Management
California
$8.14M -$2.35M -55,633 -23%
RB
35
Renasant Bank
Mississippi
$8.01M +$9.98K +236 +0.1%
MWM
36
Maripau Wealth Management
Indiana
$7.75M -$120K -2,838 -2%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$6.69M -$5.2M -122,879 -44%
S
38
Sunpointe
Missouri
$6.64M +$580K +13,728 +10%
UBS Group
39
UBS Group
Switzerland
$6.47M -$767K -18,150 -11%
Two Sigma Investments
40
Two Sigma Investments
New York
$6.19M +$4.63M +109,500 +332%
OPOWM
41
One Plus One Wealth Management
Florida
$5.25M +$215K +5,080 +4%
GL
42
Gerber LLC
Ohio
$4.93M +$1.91M +45,251 +66%
PCIA
43
Prime Capital Investment Advisors
Kansas
$4.84M +$2.83M +66,918 +150%
MW
44
MBL Wealth
North Carolina
$4.6M -$1.35M -31,927 -23%
BCI
45
Brinker Capital Investments
Pennsylvania
$4.53M -$238K -5,632 -5%
SHFP
46
Second Half Financial Partners
Florida
$3.27M -$150K -3,536 -4%
AI
47
Atria Investments
North Carolina
$3.14M +$500K +11,837 +20%
PPG
48
Peak Planning Group
Colorado
$3.07M +$2.52M +59,686 +543%
NCM
49
NCM Capital Management
New Jersey
$2.77M +$171K +4,043 +7%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.76M +$557K +13,185 +26%