Filing Research | AMPLIFY ETF TR Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	CPC Advisors, LLC	Shares	1.3MSH	$52.8M
2	Sequoia Financial Advisors, LLC	Shares	422.5KSH	$17.7M
3	CARY STREET PARTNERS FINANCIAL LLC	Shares	230.4KSH	$9.7M
4	Elmwood Wealth Management, Inc.	Shares	205.2KSH	$8.6M
5	ARQ WEALTH ADVISORS, LLC	Shares	164.8KSH	$7.1M
6	EverSource Wealth Advisors, LLC	Shares	165.1KSH	$6.9M
7	IAM Advisory, LLC	Shares	103.9KSH	$4.4M
8	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	90.8KSH	$3.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.8KSH	$2.1M
10	Capital Investment Advisory Services, LLC	Shares	45.2KSH	$1.9M
11	WEST MICHIGAN ADVISORS, LLC	Shares	30.9KSH	$1.3M
12	Karras Company, Inc.	Shares	28.4KSH	$1.2M
13	MILESTONE ASSET MANAGEMENT, LLC	Shares	26.3KSH	$1.1M
14	Bright Futures Wealth Management, LLC.	Shares	24.5KSH	$1.0M
15	JOHNSON INVESTMENT COUNSEL INC	Shares	23.0KSH	$966.6K
16	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	22.7KSH	$953.8K
17	Farther Finance Advisors, LLC	Shares	22.6KSH	$950.8K
18	Embree Financial Group	Shares	21.6KSH	$905.9K
19	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.0KSH	$372.0K
20	INDEPENDENT FINANCIAL GROUP, LLC	Shares	8.4KSH	$353.5K
21	Marion Wealth Management	Shares	7.9KSH	$330.0K
22	FLAGSTAR SECURITIES, INC	Shares	7.4KSH	$309.8K
23	PFG Investments, LLC	Shares	6.8KSH	$283.8K
24	LifeGoal Investments, LLC	Shares	6.3KSH	$265.1K
25	BENJAMIN EDWARDS INC	Shares	5.5KSH	$231.4K
26	Bison Wealth, LLC	Shares	5.2KSH	$220.9K
27	Brookstone Capital Management	Shares	5.1KSH	$214.1K
28	Avidian Wealth Enterprises, LLC	Shares	4.8KSH	$203.7K
29	Clear Trail Advisors, LLC	Shares	4.8KSH	$203.2K
30	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	4.8KSH	$201.0K
31	AdvisorNet Financial, Inc	Shares	3.1KSH	$131.3K
32	Noble Wealth Management PBC	Shares	2.1KSH	$88.2K
33	Wealth Enhancement Trust Services, Inc.	Shares	2.0KSH	$84.0K
34	Decker Retirement Planning Inc.	Shares	1.2KSH	$49.1K
35	IFP Advisors, Inc	Shares	1.1KSH	$45.4K
36	Triumph Capital Management	Shares	618SH	$26.0K
37	LANARK FINANCIAL, INC.	Shares	350SH	$14.7K
38	SALEM INVESTMENT COUNSELORS INC	Shares	200SH	$8.4K
39	SIGNATUREFD, LLC	Shares	85SH	$3.6K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	25SH	$1.1K
41	TSFG, LLC	Shares	1.1KSH	$45
42	Roble, Belko & Company, Inc	Shares	244SH	$10

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

46 / 46 loaded

#		Instrument
1	CPC Advisors, LLC added	Shares	+1.2M	+$52.4M	$52.8M
2	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+230.4K	+$9.7M	$9.7M
3	ARQ WEALTH ADVISORS, LLC new	Shares	+164.8K	+$7.1M	$7.1M
4	MILESTONE ASSET MANAGEMENT, LLC new	Shares	+26.3K	+$1.1M	$1.1M
5	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+22.7K	+$953.8K	$953.8K
6	EverSource Wealth Advisors, LLC added	Shares	+9.3K	+$628.7K	$6.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.1K	+$524.5K	$2.1M
8	Elmwood Wealth Management, Inc. added	Shares	+3.7K	+$464.2K	$8.6M
9	Karras Company, Inc. added	Shares	+8.8K	+$399.3K	$1.2M
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+9.0K	+$372.0K	$372.0K
11	IAM Advisory, LLC added	Shares	+4.4K	+$336.5K	$4.4M
12	FLAGSTAR SECURITIES, INC new	Shares	+7.4K	+$309.8K	$309.8K
13	LifeGoal Investments, LLC new	Shares	+6.3K	+$265.1K	$265.1K
14	Embree Financial Group added	Shares	+5.5K	+$257.0K	$905.9K
15	Brookstone Capital Management new	Shares	+5.1K	+$214.1K	$214.1K
16	Avidian Wealth Enterprises, LLC new	Shares	+4.8K	+$203.7K	$203.7K
17	PERRYMAN FINANCIAL ADVISORY INC /AD new	Shares	+4.8K	+$201.0K	$201.0K
18	Capital Investment Advisory Services, LLC added	Shares	+3.0K	+$192.4K	$1.9M
19	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+783	+$170.6K	$3.8M
20	Marion Wealth Management added	Shares	+2.1K	+$97.8K	$330.0K
21	Noble Wealth Management PBC new	Shares	+2.1K	+$88.2K	$88.2K
22	Wealth Enhancement Trust Services, Inc. new	Shares	+2.0K	+$84.0K	$84.0K
23	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.3K	+$66.8K	$353.5K
24	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$35.2K	$966.6K
25	BENJAMIN EDWARDS INC added	Shares	+475	+$27.7K	$231.4K
26	Bison Wealth, LLC added	Shares	+474	+$15.7K	$220.9K
27	LANARK FINANCIAL, INC. new	Shares	+350	+$14.7K	$14.7K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$4.8K	$131.3K
29	Decker Retirement Planning Inc. unchanged	Shares	0	+$1.8K	$49.1K
30	Triumph Capital Management added	Shares	+15	+$1.6K	$26.0K
31	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$306	$8.4K
32	SIGNATUREFD, LLC unchanged	Shares	0	+$130	$3.6K
33	TSFG, LLC new	Shares	+1.1K	+$45	$45
34	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$38	$1.1K
35	Roble, Belko & Company, Inc added	Shares	+126	+$5	$10
36	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$1.3M
37	IFP Advisors, Inc trimmed	Shares	-41	-$4	$45.4K
38	Berbice Capital Management LLC exited	Shares	-100	-$4.0K	$0
39	PFG Investments, LLC trimmed	Shares	-493	-$9.6K	$283.8K
40	Clear Trail Advisors, LLC trimmed	Shares	-614	-$17.5K	$203.2K
41	Reyes Financial Architecture, Inc. exited	Shares	-1.5K	-$60.2K	$0
42	Farther Finance Advisors, LLC trimmed	Shares	-2.3K	-$69.6K	$950.8K
43	Bright Futures Wealth Management, LLC. trimmed	Shares	-2.9K	-$79.8K	$1.0M
44	Patriot Financial Group Insurance Agency, LLC exited	Shares	-6.1K	-$247.4K	$0
45	SeaCrest Wealth Management, LLC exited	Shares	-14.4K	-$581.6K	$0
46	Sequoia Financial Advisors, LLC trimmed	Shares	-72.9K	-$2.3M	$17.7M