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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
26
Pandora Wealth
Illinois
$7.52M +$7.67M +275,686 New
NW
27
Naviter Wealth
Arkansas
$7.47M +$591K +21,247 +9%
CCP
28
Cushing Capital Partners
Wisconsin
$6.95M +$462K +16,613 +7%
UAG
29
United Advisor Group
Ohio
$6.23M +$282K +10,130 +5%
LRWM
30
Lord & Richards Wealth Management
Colorado
$5.7M +$3.39M +121,946 +140%
MWM
31
Maripau Wealth Management
Indiana
$4.64M +$1.47M +52,753 +45%
OPOWM
32
One Plus One Wealth Management
Florida
$4.09M +$209K +7,526 +5%
FGG
33
Financial Guidance Group
Florida
$3.83M +$779K +28,001 +25%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.53M -$233K -8,360 -6%
CW
35
Code Waechter
Florida
$3.46M +$530K +19,037 +18%
SP
36
SWS Partners
Ohio
$3.36M +$753K +27,088 +28%
RB
37
Renasant Bank
Mississippi
$3.27M +$528K +18,998 +19%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.27M +$3.34M +119,968 New
ARC
39
Advisor Resource Council
Texas
$3.07M +$3.45M +124,091 New
SHFP
40
Second Half Financial Partners
Florida
$2.95M +$1.28K +46 +0%
LIM
41
Leavell Investment Management
Alabama
$2.35M – – –
GL
42
Gerber LLC
Ohio
$2.24M +$2.29M +82,319 New
EC
43
EdgeRock Capital
Colorado
$2.1M +$917K +32,984 +75%
TVM
44
True Vision MN
Minnesota
$1.87M +$20.8K +748 +1%
Atria Investments
45
Atria Investments
North Carolina
$1.58M +$17.7K +638 +1%
Jane Street
46
Jane Street
New York
$1.2M +$139K +4,985 +13%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$1.03M +$57.2K +2,058 +6%
Kestra Advisory Services
48
Kestra Advisory Services
Texas
$998K +$175K +6,293 +21%
MPW
49
Magnolia Private Wealth
Pennsylvania
$921K -$134K -4,821 -12%
BOK Financial
50
BOK Financial
Oklahoma
$559K +$571K +20,516 New