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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.9M +$75.3K +2,613 +3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$2.63M -$118K -4,100 -4%
MWM
53
Meridian Wealth Management
Kentucky
$2.52M +$729K +25,302 +40%
LIM
54
Leavell Investment Management
Alabama
$2.47M
KAS
55
Kestra Advisory Services
Texas
$2.39M +$46.3K +1,606 +2%
CW
56
CreativeOne Wealth
Kansas
$2.07M +$26.7K +927 +1%
Goldman Sachs
57
Goldman Sachs
New York
$2.03M +$2.04M +70,726 New
SAI
58
Savvy Advisors Inc
New York
$1.4M -$500K -17,342 -26%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.36M +$13.9K +482 +1%
Betterment LLC
60
Betterment LLC
New York
$930K +$78.3K +2,719 +9%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$900K +$143K +4,965 +19%
OMC
62
Old Mission Capital
Illinois
$875K +$877K +30,446 New
VH
63
Visionary Horizons
Tennessee
$812K +$163K +5,654 +25%
JCM
64
Jacobi Capital Management
Pennsylvania
$510K -$44.3K -1,539 -8%
SP
65
SmartHarvest Portfolios
Washington
$471K
PA
66
Parallel Advisors
California
$440K +$1.35K +47 +0.3%
CAS
67
Coppell Advisory Solutions
Texas
$434K +$73.8K +2,561 New
SRS
68
Strong Retirement Solutions
Washington
$432K +$34.2K +1,187 +9%
VFA
69
Valeo Financial Advisors
Indiana
$408K +$409K +14,197 New
RFN
70
RDA Financial Network
Iowa
$359K -$11.2K -390 -3%
RPGK
71
Retirement Planning Group (Kansas)
Kansas
$286K -$19.8K -686 -6%
LCM
72
Lunt Capital Management
Utah
$272K
MSCM
73
McElhenny Sheffield Capital Management
Texas
$213K
GVAG
74
Great Valley Advisor Group
Delaware
$205K +$205K +7,131 New
KCM
75
Kathmere Capital Management
Pennsylvania
$205K +$205K +7,130 New