We are live on ! Find out more
DRSK icon

Aptus Defined Risk ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$388M +$6.18M +215,142 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$190M +$20.2M +702,103 +12%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$124M +$10.3M +357,613 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$51.7M +$2.93M +101,833 +6%
DE
5
Diversified Enterprises
Delaware
$48.3M +$1.65M +57,306 +4%
KWM
6
KFG Wealth Management
Indiana
$45.4M +$4.43M +154,028 +11%
SLC
7
Second Line Capital
Louisiana
$37.3M +$971K +33,772 +3%
CG
8
Clarus Group
Texas
$37.3M -$321K -11,163 -0.9%
CIA
9
Compass Ion Advisors
Pennsylvania
$36.9M +$3.29M +114,475 +10%
Raymond James Financial
10
Raymond James Financial
Florida
$32.3M -$64M -2,227,916 -67%
SFG
11
SevenBridge Financial Group
Pennsylvania
$32.3M +$8.81M +306,569 +39%
BCM
12
Brookstone Capital Management
Illinois
$30.8M +$48.7K +1,696 +0.2%
BF
13
Brogan Financial
Tennessee
$28.9M +$24.3K +846 +0.1%
FHC
14
First Heartland Consultants
Missouri
$26M +$1M +34,944 +4%
LPL Financial
15
LPL Financial
California
$25.1M +$13.2M +459,128 +111%
SAW
16
Signal Advisors Wealth
Michigan
$24.6M +$4.65M +161,909 +23%
GL
17
Gerber LLC
Ohio
$23.6M +$19.2M +667,929 +439%
ASN
18
Advisory Services Network
Georgia
$22M +$2.8M +97,507 +15%
WC
19
Waterloo Capital
Texas
$20.4M +$266K +9,265 +1%
SFG
20
Sunburst Financial Group
Alabama
$19.6M +$4.27M +148,677 +28%
PPC
21
Park Place Capital
Alabama
$17.4M +$1.07M +37,222 +7%
BCM
22
Bienville Capital Management
New York
$15.5M +$290K +10,084 +2%
UWP
23
Uniting Wealth Partners
Kansas
$13.8M +$8.45M +294,031 +159%
TA
24
TrueWealth Advisors
Alabama
$11.6M -$140K -4,885 -1%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$10.8M +$1.11M +38,732 +11%