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Opus Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$24.8M +$4.18M +171,158 +15%
SWM
2
Sugarloaf Wealth Management
Georgia
$7.3M +$665K +27,239 +7%
WC
3
Waterloo Capital
Texas
$4.15M +$5.43M +222,196 New
AF
4
Advisornet Financial
Minnesota
$129K +$159K +6,519 +1,594%
UBS Group
5
UBS Group
Switzerland
$17K +$21.7K +887 New
IA
6
IFP Advisors
Florida
$11K +$13.9K +567 +1,070%
FAM
7
Formidable Asset Management
Ohio
-$392K -14,250 Closed
Wells Fargo
8
Wells Fargo
California
-$6.72K -275 Closed