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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TrueWealth Advisors
Alabama
$12.8M +$1.18M +42,211 +10%
UWP
27
Uniting Wealth Partners
Kansas
$11.7M +$11.9M +425,551 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$9.96M -$1.09M -38,914 -10%
SOS
29
Silver Oak Securities
Tennessee
$9.76M +$680K +24,222 +7%
PC
30
Purewater Capital
Texas
$9.1M +$9.34M +332,857 New
CCP
31
Cushing Capital Partners
Wisconsin
$8.24M +$400K +14,252 +5%
UAG
32
United Advisor Group
Ohio
$8.05M +$466K +16,598 +6%
MWM
33
MBE Wealth Management
Wisconsin
$7.99M +$207K +7,360 +3%
LRWM
34
Lord & Richards Wealth Management
Colorado
$7.84M +$85.6K +3,049 +1%
EC
35
EdgeRock Capital
Colorado
$7.16M -$92.6K -3,301 -1%
Prime Capital Investment Advisors
36
Prime Capital Investment Advisors
Kansas
$7M +$1.01M +35,943 +16%
FGG
37
Financial Guidance Group
Florida
$6.81M +$286K +10,192 +4%
Independent Advisor Alliance
38
Independent Advisor Alliance
North Carolina
$6.37M +$3.78M +134,530 +137%
MWM
39
Maripau Wealth Management
Indiana
$5.55M +$123K +4,398 +2%
SP
40
SWS Partners
Ohio
$5.22M +$901K +32,097 +20%
OPOWM
41
One Plus One Wealth Management
Florida
$4.61M +$198K +7,047 +4%
RIA
42
Regal Investment Advisors
Michigan
$3.63M +$180K +6,413 +5%
MMM
43
Mendel Money Management
Illinois
$3.55M +$1.08M +38,526 +42%
CW
44
Code Waechter
Florida
$3.45M +$181K +6,459 +5%
RB
45
Renasant Bank
Mississippi
$3.29M +$140K +5,005 +4%
SHFP
46
Second Half Financial Partners
Florida
$3.23M +$263K +9,367 +9%
Atria Investments
47
Atria Investments
North Carolina
$2.68M +$82.3K +2,931 +3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.61M -$59K -2,103 -2%
CWP
49
Cyndeo Wealth Partners
Florida
$2.55M +$370K +13,187 +16%
LIM
50
Leavell Investment Management
Alabama
$2.35M – – –