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SCEP

Sterling Capital Hedged Equity Premium Income ETF
SCEP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$131M +$136M +5,542,593 New
KCM
2
Key Capital Management
Tennessee
$6.34M +$6.59M +269,006 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.02M +$4.17M +170,460 New
Truist Financial
4
Truist Financial
North Carolina
$3.99M +$4.15M +169,397 New
LI
5
LifeWealth Investments
Florida
$3.84M +$3.99M +163,093 New
SW
6
Simplicity Wealth
New Jersey
$3.18M +$3.31M +135,001 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.95M +$3.07M +125,332 New
Q1WB
8
Quest 10 Wealth Builders
Virginia
$1.98M +$2.05M +83,883 New
KFG
9
Kingdom Financial Group
Arizona
$1.47M +$1.53M +62,288 New
LAS
10
Lloyd Advisory Services
Georgia
$1.47M +$1.53M +62,288 New
CA
11
Centennial Advisors
Texas
$1.44M +$1.5M +61,213 New
FWM
12
FLP Wealth Management
Arkansas
$1.36M +$1.42M +57,845 New
SF
13
Slagle Financial
Illinois
$1.03M +$1.07M +43,875 New
FA
14
FSA Advisors
Michigan
$1.03M +$1.07M +43,793 New
RCM
15
Raleigh Capital Management
North Carolina
$782K +$813K +33,178 New
SW
16
SMART Wealth
Nebraska
$586K +$609K +24,854 New
OMC
17
Old Mission Capital
Illinois
$362K +$376K +15,356 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$329K -$105K -4,295 -24%
P
19
&Partners
Tennessee
$245K +$255K +10,412 New
AWMNH
20
Arcadia Wealth Management (New Hampshire)
New Hampshire
$233K +$242K +9,900 New
SL
21
Sentinus LLC
Illinois
$225K +$234K +9,538 New
NA
22
Networth Advisors
Pennsylvania
$92K +$95.6K +3,902 New
SCM
23
Sterling Capital Management
North Carolina
$7.42K +$7.71K +315 New
Osaic Holdings
24
Osaic Holdings
Arizona
$6.81K +$7.08K +289 New
UBS Group
25
UBS Group
Switzerland
$6.36K +$6.61K +270 New
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