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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Purewater Capital
Texas
$13.6M +$14M +323,690 New
GL
27
Gerber LLC
Ohio
$13.3M +$782K +18,015 +6%
CCP
28
Cushing Capital Partners
Wisconsin
$12.7M -$731K -16,841 -5%
SOS
29
Silver Oak Securities
Tennessee
$12.3M -$1.2M -27,608 -9%
FGG
30
Financial Guidance Group
Florida
$12M +$671K +15,478 +6%
MWM
31
MBE Wealth Management
Wisconsin
$11.9M +$20K +462 +0.2%
SRS
32
Strong Retirement Solutions
Washington
$11.7M -$1.85M -42,681 -13%
LRWM
33
Lord & Richards Wealth Management
Colorado
$10.9M +$108K +2,497 +1%
EC
34
EdgeRock Capital
Colorado
$9.7M +$322K +7,416 +3%
IAA
35
Independent Advisor Alliance
North Carolina
$8.78M +$5.14M +118,423 +130%
MWM
36
Maripau Wealth Management
Indiana
$8.65M +$581K +13,404 +7%
PCIA
37
Prime Capital Investment Advisors
Kansas
$8.6M +$1.58M +36,409 +22%
LFAS
38
Level Four Advisory Services
Texas
$8.3M -$14.8K -341 -0.2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$7.95M -$226K -5,218 -3%
S
40
Sunpointe
Missouri
$7.32M +$284K +6,558 +4%
CBT
41
CoreFirst Bank & Trust
Kansas
$6.62M +$1.6M +36,792 +30%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$5.98M -$387K -8,917 -6%
RB
43
Renasant Bank
Mississippi
$5.65M -$1.14M -26,370 -16%
TA
44
TrueWealth Advisors
Alabama
$5.39M -$4.16M -95,807 -43%
OPOWM
45
One Plus One Wealth Management
Florida
$5.37M +$253K +5,822 +5%
RIA
46
Regal Investment Advisors
Michigan
$4.93M +$148K +3,407 +3%
UBS Group
47
UBS Group
Switzerland
$4.74M -$1.62M -37,343 -25%
SAI
48
Savvy Advisors Inc
New York
$4.52M -$4.75M -109,440 -50%
MWM
49
Meridian Wealth Management
Kentucky
$3.9M +$1.7M +39,216 +73%
WS
50
Wilian Securities
Minnesota
$3.84M +$426K +9,812 +12%