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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
26
Brookwood Investment Group
Arizona
$11M +$11.3M +386,913 New
PW
27
Pandora Wealth
Illinois
$10.6M +$104K +3,555 +1%
SOS
28
Silver Oak Securities
Tennessee
$9.52M +$221K +7,570 +2%
CCP
29
Cushing Capital Partners
Wisconsin
$8.18M +$158K +5,407 +2%
MWM
30
MBE Wealth Management
Wisconsin
$8.11M +$472K +16,169 +6%
LRWM
31
Lord & Richards Wealth Management
Colorado
$8.08M +$342K +11,734 +4%
UAG
32
United Advisor Group
Ohio
$7.92M +$206K +7,045 +3%
EC
33
EdgeRock Capital
Colorado
$7.56M +$56.2K +1,927 +0.7%
FGG
34
Financial Guidance Group
Florida
$6.8M +$1.42M +48,553 +26%
PCIA
35
Prime Capital Investment Advisors
Kansas
$6.27M +$944K +32,346 +17%
MWM
36
Maripau Wealth Management
Indiana
$5.66M +$651K +22,317 +13%
SAI
37
Savvy Advisors Inc
New York
$4.91M +$5.03M +172,440 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.74M +$4.86M +166,365 New
OPOWM
39
One Plus One Wealth Management
Florida
$4.6M +$136K +4,645 +3%
SP
40
SWS Partners
Ohio
$4.53M +$188K +6,441 +4%
RIA
41
Regal Investment Advisors
Michigan
$3.59M +$2.53M +86,810 +220%
CW
42
Code Waechter
Florida
$3.41M -$154K -5,291 -4%
RB
43
Renasant Bank
Mississippi
$3.28M -$552K -18,924 -14%
SHFP
44
Second Half Financial Partners
Florida
$3.1M +$54.8K +1,878 +2%
IAA
45
Independent Advisor Alliance
North Carolina
$2.8M +$2.04M +69,907 +245%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$2.78M -$178K -6,115 -6%
AI
47
Atria Investments
North Carolina
$2.71M +$379K +12,990 +16%
MMM
48
Mendel Money Management
Illinois
$2.6M +$931K +31,910 +54%
LIM
49
Leavell Investment Management
Alabama
$2.45M
CWP
50
Cyndeo Wealth Partners
Florida
$2.28M +$2.34M +80,133 New