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UPSD

Aptus Large Cap Upside ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$58M +$3.87M +140,753 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M +$1.87M +68,072 +12%
SAW
3
Signal Advisors Wealth
Michigan
$18.4M +$5.72M +208,021 +47%
PPC
4
Park Place Capital
Alabama
$17.1M +$911K +33,162 +6%
WC
5
Waterloo Capital
Texas
$11.9M +$466K +16,945 +4%
6SA
6
6th Street Advisors
Alabama
$5.35M +$270K +9,836 +5%
FGG
7
Financial Guidance Group
Florida
$4.65M +$118K +4,277 +3%
MWM
8
Maripau Wealth Management
Indiana
$4.25M +$569K +20,710 +16%
WS
9
Wilian Securities
Minnesota
$4.18M +$4.08M +148,361 New
LRWM
10
Lord & Richards Wealth Management
Colorado
$3.23M +$159K +5,776 +5%
SOS
11
Silver Oak Securities
Tennessee
$2.87M +$365K +13,284 +15%
MWM
12
MBE Wealth Management
Wisconsin
$2.67M +$81.5K +2,967 +3%
SLC
13
Second Line Capital
Louisiana
$2.62M -$18.8K -684 -0.7%
CCP
14
Cushing Capital Partners
Wisconsin
$2.38M +$195K +7,085 +9%
RB
15
Renasant Bank
Mississippi
$2.29M +$103K +3,752 +5%
CIAS
16
Capital Investment Advisory Services
North Carolina
$2.2M +$2.01M +73,191 +1,521%
RIA
17
Regal Investment Advisors
Michigan
$1.43M +$19.2K +698 +1%
OPOWM
18
One Plus One Wealth Management
Florida
$841K +$22K +802 +3%
AI
19
Atria Investments
North Carolina
$762K +$30K +1,092 +4%
Jane Street
20
Jane Street
New York
$430K +$5.19K +189 +1%
SRS
21
Strong Retirement Solutions
Washington
$306K +$40K +1,455 +15%
ASN
22
Advisory Services Network
Georgia
$281K +$28.6K +1,041 +12%
IAA
23
Independent Advisor Alliance
North Carolina
$267K +$34.8K +1,266 +15%
SHFP
24
Second Half Financial Partners
Florida
$207K +$201K +7,327 New
HI
25
Harbour Investments
Wisconsin
$35.1K