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
$170M +$13M +356,116 +8%
Raymond James Financial
2
Raymond James Financial
Florida
$56.9M +$3.91M +107,441 +7%
DE
3
Diversified Enterprises
Delaware
$52.9M +$3.57M +98,140 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.7M +$1.59M +43,805 +3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$49.4M +$15.6M +428,888 +43%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28M +$7.68M +211,032 +36%
BF
7
Brogan Financial
Tennessee
$27.5M +$564K +15,481 +2%
FHC
8
First Heartland Consultants
Missouri
$19.7M +$474K +13,030 +2%
SLC
9
Second Line Capital
Louisiana
$18.3M +$912K +25,040 +5%
PPC
10
Park Place Capital
Alabama
$15.2M +$5.36M +147,327 +51%
WC
11
Waterloo Capital
Texas
$13.9M +$1.54M +42,187 +12%
KWM
12
KFG Wealth Management
Indiana
$13.8M +$1.31M +35,938 +10%
UAG
13
United Advisor Group
Ohio
$6.7M +$586K +16,095 +9%
ASN
14
Advisory Services Network
Georgia
$5.77M +$2.74M +75,237 +83%
MWM
15
MBE Wealth Management
Wisconsin
$5.55M +$3.71M +101,790 +177%
LPL Financial
16
LPL Financial
California
$5.25M +$238K +6,540 +5%
SP
17
SWS Partners
Ohio
$4.95M +$1.16M +31,829 +29%
TPW
18
Talon Private Wealth
Florida
$4.58M +$4.26M +117,023 +1,144%
RB
19
Renasant Bank
Mississippi
$3.92M +$1.01M +27,713 +33%
SAW
20
Signal Advisors Wealth
Michigan
$3.9M +$1.52M +41,654 +59%
CTC
21
Central Trust Company
Missouri
$3.89M -$541K -14,865 -12%
SOS
22
Silver Oak Securities
Tennessee
$3.84M +$774K +21,264 +24%
FGG
23
Financial Guidance Group
Florida
$2.65M +$365K +10,016 +15%
PW
24
Pandora Wealth
Illinois
$2.63M +$2.74M +75,364 New
CCP
25
Cushing Capital Partners
Wisconsin
$2.6M +$52.6K +1,444 +2%