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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$596K +$423 +10 +0.1%
GIA
77
Gladstone Institutional Advisory
Florida
$578K +$59.7K +1,413 +12%
MWM
78
Mascagni Wealth Management
Mississippi
$576K +$85 +2 +0%
BAM
79
Belpointe Asset Management
Nevada
$469K -$6.3K -149 -1%
KCM
80
Kathmere Capital Management
Pennsylvania
$454K +$254 +6 +0.1%
GS
81
GTS Securities
Florida
$400K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$361K +$351K +8,303 New
AWM
83
Axxcess Wealth Management
California
$324K +$316K +7,470 New
MOS
84
MGO One Seven
Ohio
$322K -$5.67K -134 -2%
FIA
85
Foundations Investment Advisors
Arizona
$315K +$307K +7,252 New
MC
86
Moors & Cabot
Massachusetts
$300K
SEIA
87
Signature Estate & Investment Advisors
California
$298K +$169 +4 +0.1%
KPWS
88
Kestra Private Wealth Services
Texas
$297K +$12.4K +293 +4%
PA
89
Parallel Advisors
California
$279K +$236K +5,583 +670%
CGH
90
Crossmark Global Holdings
Texas
$266K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$241K
GWM
92
Gibbs Wealth Management
Georgia
$233K +$127 +3 +0.1%
APW
93
Axim Planning & Wealth
Ohio
$228K -$64.1K -1,515 -22%
AFG
94
Atomi Financial Group
New York
$227K -$17.8K -421 -7%
VCM
95
Virtue Capital Management
Tennessee
$227K -$616K -14,562 -95%
AWM
96
Able Wealth Management
New Jersey
$215K +$209K +4,947 New
GRP
97
Global Retirement Partners
California
$206K -$1.06K -25 -0.5%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$206K +$200K +4,735 New
TCG
99
Transcendent Capital Group
Oklahoma
$204K +$199K +4,700 New
BF
100
BOK Financial
Oklahoma
$188K -$724K -17,130 -80%