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Angel Oak Income ETF
CARY

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$58.5M +$23.3M +1,128,360 +67%
AWA
2
Arkadios Wealth Advisors
Georgia
$47.7M +$775K +37,512 +2%
Morgan Stanley
3
Morgan Stanley
New York
$45.5M +$44.4M +2,148,748 +5,267%
AWMS
4
Advocacy Wealth Management Services
Georgia
$42.8M +$2.9M +140,275 +7%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$28.6M +$1.33M +64,427 +5%
CW
6
Channel Wealth
California
$21.9M -$3.19M -154,215 -13%
UBS Group
7
UBS Group
Switzerland
$19.6M +$5.47M +264,494 +39%
CWM
8
Congress Wealth Management
Massachusetts
$16.9M +$691K +33,438 +4%
TIM
9
Tortoise Investment Management
New York
$12.5M +$200K +9,685 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$11.6M -$49.6K -2,399 -0.4%
CGA
11
Crescent Grove Advisors
Illinois
$10.8M -$463K -22,387 -4%
MW
12
MBL Wealth
North Carolina
$9.77M +$28.1K +1,358 +0.3%
Raymond James Financial
13
Raymond James Financial
Florida
$8.88M +$2.56M +123,795 +41%
AIM
14
Astor Investment Management
Illinois
$7.98M +$7.93M +383,809 New
AWM
15
Axxcess Wealth Management
California
$7.67M +$512K +24,793 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.45M +$7.41M +358,408 New
LC
17
Legacy CG
Texas
$6.58M -$27.6K -1,335 -0.4%
Stifel Financial
18
Stifel Financial
Missouri
$6.17M +$162K +7,843 +3%
LPL Financial
19
LPL Financial
California
$5.01M +$456K +22,039 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.7M +$51.6K +2,495 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.13M +$2.09M +101,252 +104%
PWS
22
Precision Wealth Strategies
Missouri
$3.82M -$297K -14,347 -7%
GWM
23
Greenwich Wealth Management
Connecticut
$3.29M +$2.32M +112,420 +246%
HT
24
Heritage Trust
Oklahoma
$3.2M -$10.2K -494 -0.3%
AI
25
Atria Investments
North Carolina
$3.1M +$2.27M +109,590 +276%
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