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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Meridian Wealth Management
51
Meridian Wealth Management
Kentucky
$4.27M -$15.8K -348 -0.4%
NCM
52
NCM Capital Management
New Jersey
$4.25M +$250K +5,501 +6%
Atria Investments
53
Atria Investments
North Carolina
$3.87M +$91.5K +2,014 +2%
Savvy Advisors Inc
54
Savvy Advisors Inc
New York
$3.83M -$1.13M -24,848 -23%
Brinker Capital Investments
55
Brinker Capital Investments
Pennsylvania
$3.8M -$266K -5,856 -7%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.77M +$273K +6,002 +8%
SHFP
57
Second Half Financial Partners
Florida
$3.66M -$139K -3,066 -4%
Cyndeo Wealth Partners
58
Cyndeo Wealth Partners
Florida
$2.97M +$215K +4,737 +8%
LSA
59
Lansing Street Advisors
Pennsylvania
$2.94M +$2.9M +63,760 New
MML Investors Services
60
MML Investors Services
Massachusetts
$2.64M -$275K -6,054 -10%
VH
61
Visionary Horizons
Tennessee
$2.62M +$544K +11,958 +27%
Delta Investment Management
62
Delta Investment Management
California
$2.47M -$146K -3,214 -6%
Geneos Wealth Management
63
Geneos Wealth Management
Colorado
$2.38M +$7.68K +169 +0.3%
TC
64
TFR Capital
Texas
$2.32M -$62.6K -1,377 -3%
LCWP
65
Legacy Capital Wealth Partners
Arkansas
$2.18M +$12K +263 +0.6%
Talon Private Wealth
66
Talon Private Wealth
Florida
$2.14M -$77K -1,694 -4%
AQR Capital Management
67
AQR Capital Management
Connecticut
$2.13M -$271K -5,952 -11%
ARQ Wealth Advisors
68
ARQ Wealth Advisors
Arizona
$2.06M +$1.15M +25,274 +131%
Diversified Trust
69
Diversified Trust
Tennessee
$1.91M – – –
LCM
70
Lunt Capital Management
Utah
$1.52M -$56.9K -1,252 -4%
Farther Finance Advisors
71
Farther Finance Advisors
California
$1.52M -$229K -5,037 -13%
CI
72
CPR Investments
Michigan
$1.44M -$41K -901 -3%
Citadel Advisors
73
Citadel Advisors
Florida
$1.43M +$1.41M +30,977 New
HRT Financial
74
HRT Financial
New York
$1.39M +$1.05M +23,048 +321%
MBL Wealth
75
MBL Wealth
North Carolina
$1.37M -$808K -17,782 -37%