Snapshot holdings
#
1Annex Advisory Services, LLC$282.7M
2SigFig Wealth Management, LLC$226.5M
3Financial Management Professionals, Inc.$64.5M
4High Probability Advisors, LLC$48.6M
5Envestnet Portfolio Solutions, Inc.$36.6M
6AMERICAN NATIONAL BANK & TRUST$35.2M
7LexAurum Advisors, LLC$27.0M
8Hixon Zuercher, LLC$24.1M
9Asset Advisors Investment Management, LLC$23.1M
10CoreCap Advisors, LLC$23.0M
11Ledyard National Bank$22.2M
12Paul R. Ried Financial Group, LLC$22.2M
13Baker Ellis Asset Management LLC$19.4M
14GFG Capital, LLC$14.9M
15Hennion & Walsh Asset Management, Inc.$13.1M
16Kings Path Partners LLC$12.9M
17Great Point Wealth Advisors, LLC$12.6M
18ATWOOD & PALMER INC$11.7M
19Vawter Financial, Ltd.$10.5M
20EverSource Wealth Advisors, LLC$10.5M
21Wealthcare Advisory Partners LLC$10.2M
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.1M
23Jeter Robert S II$8.3M
24Newman Dignan & Sheerar, Inc.$8.1M
25IFP Advisors, Inc$7.3M
26Winthrop Advisory Group LLC$6.1M
27DRIVE WEALTH MANAGEMENT, LLC$4.5M
28Selby Wealth Management, LLC$3.7M
29Harbor Asset Planning, Inc.$3.7M
30Elmwood Wealth Management, Inc.$3.5M
31Stonehearth Capital Management, LLC$3.0M
32Insight Wealth Strategies, LLC$2.8M
33COMMUNITY TRUST & INVESTMENT CO$2.8M
34Syntegra Private Wealth Group, LLC$2.5M
35PATTON ALBERTSON MILLER GROUP, LLC$2.1M
36Avidian Wealth Enterprises, LLC$1.8M
37Emerald Advisors, LLC$1.7M
38INTEGRATED WEALTHCARE, LLC$1.5M
39Sowell Financial Services LLC$1.4M
40Lee, Kelleher & Klein Wealth Management$1.4M
41LEAVELL INVESTMENT MANAGEMENT, INC.$1.4M
42Dynamic Advisor Solutions LLC$1.3M
43Richard P Slaughter Associates Inc$1.3M
44SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.1M
45DOPKINS WEALTH MANAGEMENT, LLC$1.1M
46Quantum Financial Planning Services, Inc.$1.0M
47PFG Investments, LLC$857.6K
48B. Riley Wealth Advisors, Inc.$789.0K
49Amplius Wealth Advisors, LLC$755.3K
50John W. Brooker & Co., CPAs$721.4K
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Manager changes
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1+$42.2M
2+$17.0M
3+$9.8M
4+$5.9M
5+$5.6M
6+$3.4M
7+$2.6M
8+$2.3M
9+$2.2M
10+$1.5M
11+$1.4M
12+$1.3M
13+$1.2M
14+$982.1K
15+$876.9K
16+$830.9K
17+$792.8K
18+$789.0K
19+$672.0K
20+$643.7K
21+$590.3K
22+$587.4K
23+$539.4K
24+$512.3K
25+$464.3K
26+$337.4K
27+$259.7K
28+$248.2K
29+$243.3K
30+$227.2K
31+$205.9K
32+$157.9K
33+$155.1K
34+$147.3K
35+$143.0K
36+$142.6K
37+$133.7K
38+$117.3K
39+$102.4K
40+$85.5K
41+$81.1K
42+$79.6K
43+$79.2K
44+$78.9K
45+$78.5K
46+$77.5K
47+$75.2K
48+$68.4K
49+$64.4K
50+$62.7K
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Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings