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Aptus Collared Investment Opportunity ETF
ACIO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$176M +$32.3M +1,033,130 +23%
SWM
2
Sugarloaf Wealth Management
Georgia
$41M +$3.48M +111,211 +9%
FP
3
Fiduciary Planning
Florida
$25.2M +$3.44M +109,976 +16%
FHC
4
First Heartland Consultants
Missouri
$18.9M -$18.1M -580,177 -100%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.1M +$2.83M +90,384 +19%
MFG
6
Menard Financial Group
Texas
$10.6M -$2.96M -94,762 -22%
PWS
7
Precision Wealth Strategies
Missouri
$9.4M +$2.67M +85,493 +40%
MCM
8
MAI Capital Management
Ohio
$4.78M +$306K +9,774 +7%
OPOWM
9
One Plus One Wealth Management
Florida
$2.79M +$462K +14,770 +20%
LPL Financial
10
LPL Financial
California
$1.71M +$701K +22,419 +70%
SOS
11
Silver Oak Securities
Tennessee
$1.67M +$1.67M +53,275 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.59M +$223K +7,130 +16%
ASN
13
Advisory Services Network
Georgia
$1.56M +$503K +16,077 +48%
MWM
14
MBE Wealth Management
Wisconsin
$1.36M +$1.04M +33,395 +339%
RC
15
Rovin Capital
Arizona
$1.22M +$27.1K +866 +2%
BCM
16
Bienville Capital Management
New York
$1.03M – – –
SCFS
17
S.C. Financial Services
Arizona
$796K -$27.5K -879 -3%
VCM
18
Virtue Capital Management
Tennessee
$695K +$85.4K +2,731 +14%
SPC
19
Sigma Planning Corp
Michigan
$683K +$678K +21,691 New
GRP
20
Global Retirement Partners
California
$650K +$700K +22,379 New
IA
21
IFP Advisors
Florida
$571K +$691K +22,096 +3,640%
Citadel Advisors
22
Citadel Advisors
Florida
$316K +$66.5K +2,128 +27%
BAM
23
Belpointe Asset Management
Nevada
$241K +$240K +7,662 New
JCM
24
Jacobi Capital Management
Pennsylvania
$230K +$228K +7,307 New
AWM
25
Aspire Wealth Management
Massachusetts
$118K -$813 -26 -0.7%
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