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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
$53.4M +$5.5M +206,592 +12%
PPC
2
Park Place Capital
Alabama
$14.1M +$749K +28,104 +6%
WC
3
Waterloo Capital
Texas
$10.9M +$257K +9,651 +2%
SAW
4
Signal Advisors Wealth
Michigan
$9.28M +$1.71M +64,069 +23%
UWP
5
Uniting Wealth Partners
Kansas
$6.69M +$1.18M +44,188 +21%
FGG
6
Financial Guidance Group
Florida
$3.74M +$330K +12,399 +10%
MWM
7
Maripau Wealth Management
Indiana
$3.2M +$107K +4,018 +3%
LRWM
8
Lord & Richards Wealth Management
Colorado
$2.78M +$955K +35,844 +53%
CCP
9
Cushing Capital Partners
Wisconsin
$2.38M +$266K +9,996 +13%
SOS
10
Silver Oak Securities
Tennessee
$2.3M +$137K +5,160 +6%
MWM
11
MBE Wealth Management
Wisconsin
$2.23M +$166K +6,249 +8%
RB
12
Renasant Bank
Mississippi
$2.07M -$557K -20,901 -21%
SLC
13
Second Line Capital
Louisiana
$1.96M +$74K +2,778 +4%
SAI
14
Savvy Advisors Inc
New York
$1.44M +$1.43M +53,808 New
RIA
15
Regal Investment Advisors
Michigan
$1.29M +$1.29M +48,333 New
WS
16
Wilian Securities
Minnesota
$1.27M +$1.26M +47,464 New
OPOWM
17
One Plus One Wealth Management
Florida
$746K +$453 +17 +0.1%
AI
18
Atria Investments
North Carolina
$478K -$320 -12 -0.1%
OMC
19
Old Mission Capital
Illinois
$461K +$459K +17,215 New
TVM
20
True Vision MN
Minnesota
$446K -$27 -1 -0%
ASN
21
Advisory Services Network
Georgia
$255K +$227K +8,524 +852%
OC
22
Optima Capital
Oregon
$10.5K +$10.4K +391 New
UBS Group
23
UBS Group
Switzerland
$4.34K +$4.32K +162 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$187
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
-$14M -526,164 Closed