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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
$397M +$50.4M +1,306,979 +15%
IWC
2
Integrated Wealth Concepts
Massachusetts
$172M +$54.1M +1,403,406 +48%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$163M +$17.2M +445,529 +12%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$113M +$4.84M +125,625 +5%
BF
5
Brogan Financial
Tennessee
$77M +$1.87M +48,598 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.8M +$7.15M +185,560 +19%
SLC
7
Second Line Capital
Louisiana
$43.9M +$1.23M +31,963 +3%
SWM
8
Sugarloaf Wealth Management
Georgia
$43.5M +$1.54M +39,977 +4%
KWM
9
KFG Wealth Management
Indiana
$37M +$35.8M +930,120 New
BCM
10
Bienville Capital Management
New York
$35.7M +$653K +16,936 +2%
CG
11
Clarus Group
Texas
$35.5M +$1.35M +34,917 +4%
FHC
12
First Heartland Consultants
Missouri
$34M +$1.81M +46,875 +6%
MCM
13
MAI Capital Management
Ohio
$29.1M +$6.1M +158,379 +28%
OP
14
ORG Partners
Indiana
$27.3M +$2.29M +59,350 +9%
SFG
15
Sunburst Financial Group
Alabama
$27M +$5.37M +139,339 +26%
DIM
16
Delta Investment Management
California
$24.7M +$23.4M +607,599 +4,593%
WC
17
Waterloo Capital
Texas
$23.6M +$931K +24,146 +4%
PPC
18
Park Place Capital
Alabama
$21.3M +$3.91M +101,356 +23%
CIA
19
Compass Ion Advisors
Pennsylvania
$20.9M +$835K +21,657 +4%
TA
20
TrueWealth Advisors
Alabama
$19.8M +$752K +19,520 +4%
LPL Financial
21
LPL Financial
California
$15.3M +$3.09M +80,216 +26%
NW
22
Naviter Wealth
Arkansas
$13.5M +$13.1M +339,301 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$9.96M +$9.66M +250,548 New
UAG
24
United Advisor Group
Ohio
$9.27M +$1.38M +35,698 +18%
SOS
25
Silver Oak Securities
Tennessee
$8.9M +$786K +20,395 +10%
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