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Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$274M +$3.44M +117,919 +1%
SWM
2
Sugarloaf Wealth Management
Georgia
$82.3M +$5.07M +174,093 +6%
FP
3
Fiduciary Planning
Florida
$57.2M +$4.17M +143,116 +8%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$30.1M +$30.4M +1,044,643 New
FHC
5
First Heartland Consultants
Missouri
$27.6M +$27.9M +956,646 New
PWS
6
Precision Wealth Strategies
Missouri
$24.8M -$750K -25,738 -3%
WP
7
WealthPLAN Partners
Nebraska
$23.4M +$599K +20,543 +3%
EDRIA
8
Edmonds Duncan Registered Investment Advisors
Kansas
$16.4M +$3.59M +123,389 +27%
MWM
9
MBE Wealth Management
Wisconsin
$14.5M -$11.2M -386,129 -43%
ODFS
10
O'Donnell Financial Services
California
$13.2M +$3.6M +123,476 +36%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$8.93M +$9.02M +309,650 New
CA
12
CGN Advisors
Kansas
$6.79M +$678K +23,284 +11%
AWM
13
AE Wealth Management
Kansas
$4.75M +$204K +6,992 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.64M +$249K +8,560 +6%
CA
15
Cetera Advisors
Colorado
$4.57M -$1.09M -37,292 -19%
OPOWM
16
One Plus One Wealth Management
Florida
$3.84M -$1.94M -66,688 -33%
JCM
17
Jacobi Capital Management
Pennsylvania
$3.29M +$81.4K +2,795 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.24M -$917K -31,492 -22%
LPL Financial
19
LPL Financial
California
$2.4M +$288K +9,878 +13%
OMC
20
Old Mission Capital
Illinois
$2.29M +$423K +14,526 +22%
WEPOG
21
Wealth Enhancement & Preservation of GA
Georgia
$2.27M +$278K +9,544 +14%
ASN
22
Advisory Services Network
Georgia
$2.15M +$2.17M +74,403 New
FAM
23
Formidable Asset Management
Ohio
$2.13M -$188K -6,467 -8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.09M +$558K +19,160 +36%
SCM
25
Southport Capital Management
Tennessee
$1.8M +$78.5K +2,693 +5%