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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
$47.6M +$745K +29,284 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14M +$133K +5,232 +1%
PPC
3
Park Place Capital
Alabama
$13.3M +$219K +8,605 +2%
WC
4
Waterloo Capital
Texas
$10.6M +$2.06M +80,865 +25%
SAW
5
Signal Advisors Wealth
Michigan
$7.53M +$1.61M +63,128 +29%
UWP
6
Uniting Wealth Partners
Kansas
$5.48M +$1.03M +40,556 +25%
FGG
7
Financial Guidance Group
Florida
$3.4M +$411K +16,145 +15%
MWM
8
Maripau Wealth Management
Indiana
$3.08M +$157K +6,185 +6%
RB
9
Renasant Bank
Mississippi
$2.61M +$23.4K +919 +0.9%
SOS
10
Silver Oak Securities
Tennessee
$2.13M +$306K +12,017 +18%
CCP
11
Cushing Capital Partners
Wisconsin
$2.11M +$336K +13,197 +20%
MWM
12
MBE Wealth Management
Wisconsin
$2.05M -$19.4K -763 -1%
SLC
13
Second Line Capital
Louisiana
$1.88M +$166K +6,538 +10%
LRWM
14
Lord & Richards Wealth Management
Colorado
$1.82M +$193K +7,579 +13%
Jane Street
15
Jane Street
New York
$1.02M +$246K +9,672 +34%
OPOWM
16
One Plus One Wealth Management
Florida
$742K +$15.9K +625 +2%
AI
17
Atria Investments
North Carolina
$476K +$64K +2,514 +16%
TVM
18
True Vision MN
Minnesota
$445K -$1.32K -52 -0.3%
ASN
19
Advisory Services Network
Georgia
$26.7K +$25.4K +1,000 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$187