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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRS
26
Strong Retirement Solutions
Washington
$14M +$14M +320,939 New
CCP
27
Cushing Capital Partners
Wisconsin
$13.9M +$1.16M +26,450 +9%
GL
28
Gerber LLC
Ohio
$13.1M +$8.13M +185,886 +164%
MWM
29
MBE Wealth Management
Wisconsin
$12.4M +$482K +11,022 +4%
FGG
30
Financial Guidance Group
Florida
$11.8M +$2.24M +51,098 +23%
LRWM
31
Lord & Richards Wealth Management
Colorado
$11.2M +$385K +8,803 +4%
TA
32
TrueWealth Advisors
Alabama
$9.8M -$5.34M -122,147 -35%
EC
33
EdgeRock Capital
Colorado
$9.77M +$237K +5,407 +2%
SAI
34
Savvy Advisors Inc
New York
$9.49M +$9.5M +217,209 New
LFAS
35
Level Four Advisory Services
Texas
$8.66M -$531K -12,138 -6%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8.51M +$91K +2,080 +1%
MWM
37
Maripau Wealth Management
Indiana
$8.43M +$625K +14,288 +8%
PCIA
38
Prime Capital Investment Advisors
Kansas
$7.37M +$2.5M +57,160 +51%
DIM
39
Delta Investment Management
California
$7.35M -$839K -19,181 -10%
S
40
Sunpointe
Missouri
$7.34M +$656K +15,002 +10%
RB
41
Renasant Bank
Mississippi
$7.04M -$1.03M -23,478 -13%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$6.62M -$110K -2,516 -2%
UBS Group
43
UBS Group
Switzerland
$6.57M +$58.6K +1,340 +0.9%
OPOWM
44
One Plus One Wealth Management
Florida
$5.33M +$49.8K +1,138 +0.9%
CBT
45
CoreFirst Bank & Trust
Kansas
$5.29M +$5.3M +121,065 New
RIA
46
Regal Investment Advisors
Michigan
$4.99M +$3.62M +82,729 +264%
PPG
47
Peak Planning Group
Colorado
$4.57M +$1.48M +33,786 +48%
BCI
48
Brinker Capital Investments
Pennsylvania
$4.41M -$143K -3,261 -3%
IAA
49
Independent Advisor Alliance
North Carolina
$3.97M +$2.76M +63,054 +228%
AI
50
Atria Investments
North Carolina
$3.64M +$477K +10,912 +15%