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
$190M +$13.3M +381,438 +8%
IWC
2
Integrated Wealth Concepts
Massachusetts
$71.1M +$19.2M +550,705 +39%
Raymond James Financial
3
Raymond James Financial
Florida
$61.5M +$2.43M +69,782 +4%
DE
4
Diversified Enterprises
Delaware
$58.5M +$3.61M +103,563 +7%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$53.6M +$1.99M +57,099 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.4M +$3.28M +94,104 +12%
BF
7
Brogan Financial
Tennessee
$29.8M +$1.3M +37,343 +5%
FHC
8
First Heartland Consultants
Missouri
$22.5M +$1.95M +55,871 +10%
SLC
9
Second Line Capital
Louisiana
$20M +$1.02M +29,187 +6%
PPC
10
Park Place Capital
Alabama
$17M +$1.11M +31,734 +7%
WC
11
Waterloo Capital
Texas
$16.5M +$2.05M +58,807 +15%
KWM
12
KFG Wealth Management
Indiana
$15.6M +$1.25M +35,901 +9%
UAG
13
United Advisor Group
Ohio
$7.7M +$733K +21,046 +11%
SP
14
SWS Partners
Ohio
$7.02M +$1.83M +52,524 +37%
ASN
15
Advisory Services Network
Georgia
$6.32M +$253K +7,267 +4%
LPL Financial
16
LPL Financial
California
$5.96M +$502K +14,397 +10%
MWM
17
MBE Wealth Management
Wisconsin
$5.8M +$45.1K +1,295 +0.8%
SAW
18
Signal Advisors Wealth
Michigan
$5.51M +$1.43M +40,906 +37%
TPW
19
Talon Private Wealth
Florida
$4.52M -$72.5K -2,082 -2%
SOS
20
Silver Oak Securities
Tennessee
$4.29M +$291K +8,357 +8%
FGG
21
Financial Guidance Group
Florida
$3.9M +$1.11M +31,764 +42%
RB
22
Renasant Bank
Mississippi
$3.83M -$225K -6,462 -6%
CTC
23
Central Trust Company
Missouri
$3.82M -$200K -5,752 -5%
CCP
24
Cushing Capital Partners
Wisconsin
$2.82M +$119K +3,406 +5%
PW
25
Pandora Wealth
Illinois
$2.69M -$34.8K -998 -1%