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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$268M +$11.1M +377,079 +4%
SWM
2
Sugarloaf Wealth Management
Georgia
$76.7M +$7.41M +250,651 +10%
FP
3
Fiduciary Planning
Florida
$52.6M +$30.3M +1,026,156 +126%
MWM
4
MBE Wealth Management
Wisconsin
$25.5M +$1.19M +40,130 +5%
PWS
5
Precision Wealth Strategies
Missouri
$25.4M +$1.47M +49,900 +6%
WP
6
WealthPLAN Partners
Nebraska
$23.3M +$1.55M +52,572 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$13.8M +$1.72M +58,129 +14%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$12.9M +$1.48M +50,052 +12%
HighTower Advisors
9
HighTower Advisors
Illinois
$12.7M +$1.06M +35,849 +9%
ODFS
10
O'Donnell Financial Services
California
$9.77M +$10.1M +341,394 New
CA
11
CGN Advisors
Kansas
$6.07M +$495K +16,742 +9%
OPOWM
12
One Plus One Wealth Management
Florida
$5.72M +$408K +13,803 +7%
CA
13
Cetera Advisors
Colorado
$5.6M +$2.16M +73,016 +60%
AWM
14
AE Wealth Management
Kansas
$4.52M -$173K -5,864 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.36M -$198K -6,702 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.18M +$2.16K +73 +0.1%
JCM
17
Jacobi Capital Management
Pennsylvania
$3.18M +$664K +22,478 +25%
RFN
18
RDA Financial Network
Iowa
$2.93M -$16.9K -572 -0.6%
FAM
19
Formidable Asset Management
Ohio
$2.3M +$1.97M +66,605 +488%
LPL Financial
20
LPL Financial
California
$2.1M -$139K -4,700 -6%
WEPOG
21
Wealth Enhancement & Preservation of GA
Georgia
$1.98M +$111K +3,771 +6%
OMC
22
Old Mission Capital
Illinois
$1.86M +$1.19M +40,324 +164%
SCM
23
Southport Capital Management
Tennessee
$1.71M -$678K -22,964 -28%
ECA
24
Elevated Capital Advisors
Utah
$1.66M +$1.71M +57,836 New
RJA
25
Raymond James & Associates
Florida
$1.55M +$140K +4,747 +10%