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Opus Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRS
51
Strong Retirement Solutions
Washington
$285K +$35K +857 +15%
CWP
52
Cyndeo Wealth Partners
Florida
$257K +$249K +6,100 New
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$230K -$3.96K -97 -2%
XPN
54
XY Planning Network
Montana
$211K +$204K +4,990 New
VVP
55
Venture Visionary Partners
Ohio
$205K +$199K +4,867 New
GRP
56
Global Retirement Partners
California
$150K +$145K +3,544 New
PGAM
57
Princeton Global Asset Management
New Jersey
$144K -$5.11K -125 -4%
JP Morgan Chase
58
JP Morgan Chase
New York
$98.9K -$817 -20 -0.8%
PA
59
Parallel Advisors
California
$82.6K +$82 +2 +0.1%
HI
60
Harbour Investments
Wisconsin
$65.1K
WT
61
Whittier Trust
California
$42.3K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$31.6K
AssetMark Inc
63
AssetMark Inc
California
$23.2K +$22.5K +550 New
FFA
64
Farther Finance Advisors
California
$21.1K -$41.8K -1,023 -67%
WP
65
WealthShield Partners
North Carolina
$11.1K
CFD
66
Creative Financial Designs
Indiana
$9.79K -$2K -49 -17%
UBS Group
67
UBS Group
Switzerland
$7.59K -$76.7K -1,878 -91%
CA
68
CoreCap Advisors
Michigan
$6.2K +$41 +1 +0.7%
NA
69
NewEdge Advisors
Louisiana
$2.7K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$1.1K -$10.5K -258 -91%
Wells Fargo
71
Wells Fargo
California
$866 +$776 +19 +950%
IA
72
IFG Advisory
Georgia
$422 +$409 +10 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$169 +$163 +4 New
Morgan Stanley
74
Morgan Stanley
New York
$78
S
75
SignatureFD
Georgia
$25 -$7.64K -187 -99%