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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
$174M +$13.4M +447,681 +8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.6M +$55M +1,839,171 +320%
SWM
3
Sugarloaf Wealth Management
Georgia
$41.2M +$3.91M +130,660 +10%
FP
4
Fiduciary Planning
Florida
$28.6M +$5.74M +192,103 +24%
CIA
5
Compass Ion Advisors
Pennsylvania
$21.4M +$22.2M +741,937 New
FHC
6
First Heartland Consultants
Missouri
$18.3M +$19M +635,869 +106,155%
MFG
7
Menard Financial Group
Texas
$9.54M -$138K -4,622 -1%
PWS
8
Precision Wealth Strategies
Missouri
$7.43M -$1.22M -40,929 -14%
DAM
9
Derbend Asset Management
Georgia
$7.38M +$7.66M +256,080 New
MCM
10
MAI Capital Management
Ohio
$5.02M +$659K +22,053 +15%
SOS
11
Silver Oak Securities
Tennessee
$4.67M +$3.11M +104,161 +196%
OPOWM
12
One Plus One Wealth Management
Florida
$2.32M -$249K -8,335 -9%
OMC
13
Old Mission Capital
Illinois
$1.75M +$1.81M +60,663 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.53M -$795K -26,588 -33%
BCM
15
Bienville Capital Management
New York
$1.51M +$592K +19,813 +61%
LPL Financial
16
LPL Financial
California
$1.48M -$92.9K -3,108 -6%
ASN
17
Advisory Services Network
Georgia
$1.41M -$23K -769 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.36M -$91.4K -3,056 -6%
MWM
19
MBE Wealth Management
Wisconsin
$1.26M +$12.7K +424 +1%
APW
20
Axim Planning & Wealth
Ohio
$983K +$1.02M +34,088 New
RC
21
Rovin Capital
Arizona
$892K -$230K -7,692 -20%
SPC
22
Sigma Planning Corp
Michigan
$830K +$212K +7,081 +33%
Citadel Advisors
23
Citadel Advisors
Florida
$765K +$493K +16,496 +164%
Wolverine Trading
24
Wolverine Trading
Illinois
$715K +$736K +24,620 New
GRP
25
Global Retirement Partners
California
$663K +$18.9K +632 +3%
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