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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
$48.8M -$2.12M -78,095 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M +$16M +590,532 New
PPC
3
Park Place Capital
Alabama
$14.6M +$1.24M +45,608 +9%
SAW
4
Signal Advisors Wealth
Michigan
$11.3M +$2.64M +97,450 +28%
WC
5
Waterloo Capital
Texas
$10.3M -$72.8K -2,688 -0.7%
UWP
6
Uniting Wealth Partners
Kansas
$6.78M +$413K +15,252 +6%
6SA
7
6th Street Advisors
Alabama
$4.59M +$4.87M +179,843 New
FGG
8
Financial Guidance Group
Florida
$4.09M +$561K +20,698 +15%
MWM
9
Maripau Wealth Management
Indiana
$3.31M +$278K +10,252 +9%
LRWM
10
Lord & Richards Wealth Management
Colorado
$2.77M +$126K +4,645 +4%
SLC
11
Second Line Capital
Louisiana
$2.53M +$550K +20,289 +28%
MWM
12
MBE Wealth Management
Wisconsin
$2.34M +$229K +8,449 +10%
SOS
13
Silver Oak Securities
Tennessee
$2.25M +$95.1K +3,510 +4%
RB
14
Renasant Bank
Mississippi
$1.98M +$11.4K +419 +0.5%
CCP
15
Cushing Capital Partners
Wisconsin
$1.97M -$317K -11,717 -13%
RIA
16
Regal Investment Advisors
Michigan
$1.27M +$44.9K +1,659 +3%
OPOWM
17
One Plus One Wealth Management
Florida
$740K +$32K +1,182 +4%
AI
18
Atria Investments
North Carolina
$661K +$219K +8,086 +45%
Jane Street
19
Jane Street
New York
$384K +$408K +15,057 New
SRS
20
Strong Retirement Solutions
Washington
$240K +$255K +9,398 New
ASN
21
Advisory Services Network
Georgia
$227K -$16.6K -613 -6%
IAA
22
Independent Advisor Alliance
North Carolina
$209K +$222K +8,202 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$123K +$130K +4,812 New
FFA
24
Farther Finance Advisors
California
$33.7K +$35.6K +1,315 New
HI
25
Harbour Investments
Wisconsin
$31.7K +$33.7K +1,244 New