Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	ATWOOD & PALMER INC	Shares	508.2KSH	$39.3M
2	Foundry Financial Group, Inc.	Shares	222.2KSH	$17.2M
3	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	211.3KSH	$16.4M
4	Austin Wealth Management, LLC	Shares	165.3KSH	$13.0M
5	Symmetry Partners, LLC	Shares	157.0KSH	$12.2M
6	Northland Capital Management LLC	Shares	126.0KSH	$9.8M
7	NWAM LLC	Shares	125.7KSH	$9.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	113.3KSH	$8.9M
9	Beaird Harris Wealth Management, LLC	Shares	114.9KSH	$8.9M
10	BAYSHORE ASSET MANAGEMENT, LLC	Shares	105.7KSH	$8.2M
11	Kilner Capital Advisors, LLC	Shares	98.2KSH	$7.8M
12	ATLas Financial Planning LLC	Shares	93.0KSH	$7.2M
13	Brickley Wealth Management	Shares	89.6KSH	$6.9M
14	Harbor Group, Inc.	Shares	84.9KSH	$6.6M
15	Avidian Wealth Enterprises, LLC	Shares	80.9KSH	$6.3M
16	Factor Wealth Management LTD	Shares	72.7KSH	$5.6M
17	Telos Capital Management, Inc.	Shares	72.7KSH	$5.6M
18	COLLECTIVE FAMILY OFFICE LLC	Shares	69.6KSH	$5.4M
19	Wedmont Private Capital	Shares	64.7KSH	$5.1M
20	Prosperity Planning, Inc.	Shares	64.2KSH	$5.0M
21	Vestment Financial LLC	Shares	57.1KSH	$4.5M
22	Frankly Finances, LLC	Shares	53.8KSH	$4.2M
23	ANDERSON HOAGLAND & CO	Shares	52.3KSH	$4.0M
24	Plancorp, LLC	Shares	49.2KSH	$3.8M
25	LAM GROUP, INC.	Shares	33.3KSH	$2.6M
26	Cypress Point Wealth Management, LLC	Shares	25.1KSH	$1.9M
27	Meredith Wealth Planning	Shares	24.5KSH	$1.9M
28	Ritter Daniher Financial Advisory LLC / DE	Shares	22.8KSH	$1.8M
29	ORBA Wealth Advisors, L.L.C.	Shares	21.9KSH	$1.7M
30	DIXON FNANCIAL SERVICES, INC.	Shares	21.7KSH	$1.7M
31	LRI Investments, LLC	Shares	20.9KSH	$1.6M
32	GC Wealth Management RIA, LLC	Shares	20.4KSH	$1.6M
33	Canvas Wealth Advisors, LLC	Shares	17.7KSH	$1.4M
34	FIFTH THIRD SECURITIES, INC.	Shares	17.6KSH	$1.4M
35	Verus Financial Partners, Inc.	Shares	14.2KSH	$1.1M
36	Evanson Financial, LLC	Shares	12.4KSH	$956.9K
37	Herold Advisors, Inc.	Shares	11.1KSH	$864.0K
38	BAKER TILLY WEALTH MANAGEMENT, LLC	Shares	10.7KSH	$831.5K
39	MAIMON WEALTH MANAGEMENT LTD.	Shares	10.5KSH	$814.9K
40	Networth Advisors, LLC	Shares	7.6KSH	$587.2K
41	Moisand Fitzgerald Tamayo, LLC	Shares	7.4KSH	$571.5K
42	Embree Financial Group	Shares	6.4KSH	$497.4K
43	Etesian Wealth Advisors, Inc.	Shares	6.3KSH	$485.3K
44	Farther Finance Advisors, LLC	Shares	4.8KSH	$368.1K
45	Porter White Investment Advisors, Inc.	Shares	4.6KSH	$358.5K
46	WMG Financial Advisors, LLC	Shares	4.5KSH	$344.5K
47	Emprise Bank	Shares	3.9KSH	$304.0K
48	Life Planning Partners, Inc	Shares	3.9KSH	$303.5K
49	Financial Partners Group, Inc	Shares	3.9KSH	$302.6K
50	Forum Financial Management, LP	Shares	3.7KSH	$285.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+91.2K	+$7.3M	$8.9M
2	Brickley Wealth Management new	Shares	+89.6K	+$6.9M	$6.9M
3	ATWOOD & PALMER INC added	Shares	+9.1K	+$2.0M	$39.3M
4	Wedmont Private Capital added	Shares	+23.8K	+$1.9M	$5.1M
5	Symmetry Partners, LLC added	Shares	+14.7K	+$1.5M	$12.2M
6	Harbor Group, Inc. added	Shares	+15.6K	+$1.4M	$6.6M
7	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+4.3K	+$869.0K	$16.4M
8	Foundry Financial Group, Inc. added	Shares	+3.8K	+$856.5K	$17.2M
9	Northland Capital Management LLC added	Shares	+6.6K	+$820.5K	$9.8M
10	Austin Wealth Management, LLC added	Shares	+4.6K	+$793.2K	$13.0M
11	ATLas Financial Planning LLC added	Shares	+5.0K	+$612.3K	$7.2M
12	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+7.8K	+$608.3K	$831.5K
13	Networth Advisors, LLC new	Shares	+7.6K	+$587.2K	$587.2K
14	Meredith Wealth Planning added	Shares	+6.1K	+$522.5K	$1.9M
15	NWAM LLC added	Shares	+2.1K	+$482.0K	$9.7M
16	Prosperity Planning, Inc. added	Shares	+3.9K	+$456.8K	$5.0M
17	Kilner Capital Advisors, LLC trimmed	Shares	-997	+$358.6K	$7.8M
18	Herold Advisors, Inc. added	Shares	+3.6K	+$301.7K	$864.0K
19	LAM GROUP, INC. added	Shares	+2.6K	+$277.6K	$2.6M
20	Beaird Harris Wealth Management, LLC trimmed	Shares	-468	+$262.5K	$8.9M
21	Frankly Finances, LLC added	Shares	+1.6K	+$259.0K	$4.2M
22	Telos Capital Management, Inc. added	Shares	+945	+$259.0K	$5.6M
23	ANDERSON HOAGLAND & CO added	Shares	+1.2K	+$222.0K	$4.0M
24	COLLECTIVE FAMILY OFFICE LLC added	Shares	+305	+$203.0K	$5.4M
25	ORBA Wealth Advisors, L.L.C. added	Shares	+1.5K	+$169.6K	$1.7M
26	FIFTH THIRD SECURITIES, INC. added	Shares	+1.4K	+$147.3K	$1.4M
27	Avidian Wealth Enterprises, LLC trimmed	Shares	-1.2K	+$120.2K	$6.3M
28	Canvas Wealth Advisors, LLC added	Shares	+952	+$117.1K	$1.4M
29	Vestment Financial LLC added	Shares	+1.9K	+$106.9K	$4.5M
30	Embree Financial Group added	Shares	+1.0K	+$93.3K	$497.4K
31	MAIMON WEALTH MANAGEMENT LTD. added	Shares	+100	+$58.4K	$814.9K
32	DIXON FNANCIAL SERVICES, INC. unchanged	Shares	0	+$56.3K	$1.7M
33	LRI Investments, LLC unchanged	Shares	0	+$54.2K	$1.6M
34	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-157	+$47.4K	$1.8M
35	Kings Path Partners LLC new	Shares	+527	+$40.8K	$40.8K
36	WMG Financial Advisors, LLC added	Shares	+250	+$30.2K	$344.5K
37	Financial Partners Group, Inc added	Shares	+197	+$24.9K	$302.6K
38	Etesian Wealth Advisors, Inc. unchanged	Shares	0	+$16.2K	$485.3K
39	GC Wealth Management RIA, LLC trimmed	Shares	-510	+$14.7K	$1.6M
40	Porter White Investment Advisors, Inc. unchanged	Shares	0	+$12.0K	$358.5K
41	Freestate Advisors LLC added	Shares	+38	+$11.8K	$266.6K
42	Aprio Wealth Management, LLC added	Shares	+50	+$11.0K	$217.1K
43	Life Planning Partners, Inc unchanged	Shares	0	+$10.2K	$303.5K
44	Stone Summit Wealth LLC unchanged	Shares	0	+$8.2K	$245.6K
45	Approach Retirement Advisors, LLC trimmed	Shares	-20	+$7.8K	$275.8K
46	Atala Financial Inc unchanged	Shares	0	+$5.5K	$258.6K
47	IFP Advisors, Inc unchanged	Shares	0	+$1.8K	$54.0K
48	PARK AVENUE SECURITIES LLC added	Shares	+720	+$64	$311
49	Verus Financial Partners, Inc. added	Shares	+159	-$4.6K	$1.1M
50	Plancorp, LLC unchanged	Shares	0	-$11.3K	$3.8M

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