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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wilian Securities
Minnesota
$3.57M +$3.57M +81,616 New
SHFP
52
Second Half Financial Partners
Florida
$3.32M +$31.8K +726 +1%
NCM
53
NCM Capital Management
New Jersey
$3.26M +$473K +10,801 +17%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.8M +$1.2M +27,516 +75%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.77M +$33.4K +764 +1%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.77M -$11.8K -269 -0.4%
MW
57
MBL Wealth
North Carolina
$2.63M -$2.01M -45,879 -43%
MMM
58
Mendel Money Management
Illinois
$2.62M +$629K +14,382 +32%
CWP
59
Cyndeo Wealth Partners
Florida
$2.48M +$2.48M +56,713 New
TVM
60
True Vision MN
Minnesota
$2.44M -$113K -2,582 -4%
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$2.35M +$11.9K +271 +0.5%
MWM
62
Meridian Wealth Management
Kentucky
$2.34M +$2.35M +53,641 New
TC
63
TFR Capital
Texas
$2.26M +$92K +2,102 +4%
QCM
64
Quantinno Capital Management
New York
$1.9M +$1.9M +43,414 New
DT
65
Diversified Trust
Tennessee
$1.81M +$1.81M +41,408 New
VH
66
Visionary Horizons
Tennessee
$1.71M +$1.03M +23,627 +152%
PB
67
Prosperity Bancshares
Texas
$1.62M +$1.63M +37,159 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.54M -$53.8K -1,230 -3%
FP
69
Fiduciary Planning
Florida
$1.48M +$306 +7 +0%
LA
70
Lifeworks Advisors
Michigan
$1.3M +$183K +4,181 +16%
TC
71
Town Capital
Maryland
$1.28M +$1.28M +29,239 New
Betterment LLC
72
Betterment LLC
New York
$1.25M +$170K +3,893 +16%
FFA
73
Farther Finance Advisors
California
$1.14M +$278K +6,362 +32%
WP
74
WealthShield Partners
North Carolina
$1.11M -$29.7K -678 -3%
CI
75
CPR Investments
Michigan
$1.11M -$16K -366 -1%