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Angel Oak Income ETF
CARY

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$77.6M +$18.7M +896,434 +32%
Morgan Stanley
2
Morgan Stanley
New York
$66.9M +$21.1M +1,008,062 +46%
AWA
3
Arkadios Wealth Advisors
Georgia
$60.8M +$12.9M +615,443 +27%
AWMS
4
Advocacy Wealth Management Services
Georgia
$44.4M +$1.41M +67,301 +3%
UBS Group
5
UBS Group
Switzerland
$31.4M +$11.7M +560,571 +60%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$29.7M +$946K +45,269 +3%
CW
7
Channel Wealth
California
$22.6M +$588K +28,131 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$21.6M +$16.8M +805,914 +357%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.8M +$20.5M +982,553 +8,273%
Raymond James Financial
10
Raymond James Financial
Florida
$16M +$7.02M +335,825 +79%
TIM
11
Tortoise Investment Management
New York
$12.9M +$350K +16,770 +3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$11.8M +$153K +7,315 +1%
CGA
13
Crescent Grove Advisors
Illinois
$11.4M +$390K +18,673 +4%
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$11.3M +$11.3M +539,144 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11M +$3.55M +169,884 +47%
MW
16
MBL Wealth
North Carolina
$10.2M +$386K +18,485 +4%
Stifel Financial
17
Stifel Financial
Missouri
$8.17M +$1.97M +94,208 +32%
AWM
18
Axxcess Wealth Management
California
$7.88M +$177K +8,458 +2%
LC
19
Legacy CG
Texas
$7.59M +$981K +46,955 +15%
LPL Financial
20
LPL Financial
California
$6.08M +$1.04M +49,720 +21%
SAS
21
Sage Advisory Services
Texas
$5.45M +$5.45M +260,805 New
GWM
22
Greenwich Wealth Management
Connecticut
$4.71M +$1.4M +67,045 +42%
PWS
23
Precision Wealth Strategies
Missouri
$4.05M +$213K +10,218 +6%
OC
24
Oppenheimer & Co
New York
$3.31M +$304K +14,541 +10%
HT
25
Heritage Trust
Oklahoma
$3.28M +$68.6K +3,282 +2%
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