We are live on ! Find out more
OSCV icon

Opus Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$81.3M +$2.8M +80,954 +4%
SWM
2
Sugarloaf Wealth Management
Georgia
$24.7M +$1.17M +33,820 +5%
FHC
3
First Heartland Consultants
Missouri
$22M +$21.5M +622,855 New
FP
4
Fiduciary Planning
Florida
$14.2M +$653K +18,881 +5%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.11M +$5.98M +172,785 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.39M -$663K -19,159 -33%
OPOWM
7
One Plus One Wealth Management
Florida
$1.32M +$69.5K +2,010 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.06M +$1.04M +30,076 New
PWS
9
Precision Wealth Strategies
Missouri
$820K -$1.49M -43,147 -65%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$789K +$202K +5,851 +36%
IAIM
11
International Assets Investment Management
Florida
$645K -$317K -9,176 -26%
CTC
12
Central Trust Company
Missouri
$569K +$424K +12,254 +318%
SCFS
13
S.C. Financial Services
Arizona
$493K +$487K +14,096 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$356K +$19.5K +563 +6%
VCM
15
Virtue Capital Management
Tennessee
$294K +$287K +8,308 New
CA
16
CoreCap Advisors
Michigan
$54K +$52.5K +1,518 New
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$45K
CIAS
18
Capital Investment Advisory Services
North Carolina
$12K +$11.8K +340 New
UBS Group
19
UBS Group
Switzerland
$5K +$4.98K +144 New
Wells Fargo
20
Wells Fargo
California
+$69 +2 New