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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Virtue Capital Management
Tennessee
$637K +$267K +6,791 +79%
AWA
77
ARQ Wealth Advisors
Arizona
$596K
EH
78
Equitable Holdings
New York
$567K -$12.6K -320 -2%
MWM
79
Mascagni Wealth Management
Mississippi
$549K -$65.5K -1,666 -11%
GIA
80
Gladstone Institutional Advisory
Florida
$493K +$254K +6,470 +119%
PPG
81
Peak Planning Group
Colorado
$455K +$432K +11,000 New
BAM
82
Belpointe Asset Management
Nevada
$453K -$12.9K -328 -3%
KCM
83
Kathmere Capital Management
Pennsylvania
$433K +$411K +10,456 New
GS
84
GTS Securities
Florida
$381K
MOS
85
MGO One Seven
Ohio
$312K -$169K -4,309 -36%
MPW
86
Magnolia Private Wealth
Pennsylvania
$298K -$66.8K -1,700 -19%
MC
87
Moors & Cabot
Massachusetts
$286K
SEIA
88
Signature Estate & Investment Advisors
California
$284K +$10.9K +278 +4%
APW
89
Axim Planning & Wealth
Ohio
$280K -$3.73K -95 -1%
AAS
90
Avantax Advisory Services
Texas
$276K +$262K +6,671 New
KPWS
91
Kestra Private Wealth Services
Texas
$271K +$258K +6,555 New
CGH
92
Crossmark Global Holdings
Texas
$253K
AFG
93
Atomi Financial Group
New York
$234K -$99.9K -2,540 -31%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$231K +$217K +5,525 New
GWM
95
Gibbs Wealth Management
Georgia
$222K -$121K -3,073 -36%
Comerica Bank
96
Comerica Bank
Texas
$198K +$16K +406 +9%
GRP
97
Global Retirement Partners
California
$198K +$188K +4,779 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$186K -$12.9K -328 -7%
CWM
99
Consultiva Wealth Management
Puerto Rico
$155K +$26.7K +680 +22%
AP
100
Advisors Preferred
Maryland
$143K -$424K -10,785 -76%