Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Verus Financial Partners, Inc.	Shares	1.6MSH	$64.4M
2	Echo Wealth Management, LLC	Shares	828.5KSH	$34.3M
3	Highland Financial Advisors, LLC	Shares	594.7KSH	$24.6M
4	Centennial Wealth Advisory LLC	Shares	553.2KSH	$22.9M
5	LexAurum Advisors, LLC	Shares	514.0KSH	$21.3M
6	CONTINUUM WEALTH ADVISORS, LLC	Shares	413.4KSH	$17.1M
7	Allodium Investment Consultants, LLC	Shares	383.2KSH	$15.9M
8	Networth Advisors, LLC	Shares	303.8KSH	$12.6M
9	Wealth Alliance Advisory Group, LLC	Shares	222.6KSH	$9.2M
10	Herold Advisors, Inc.	Shares	188.2KSH	$7.8M
11	CoreCap Advisors, LLC	Shares	164.6KSH	$6.8M
12	Plancorp, LLC	Shares	148.5KSH	$6.1M
13	MATTERN CAPITAL MANAGEMENT, LLC	Shares	145.6KSH	$6.0M
14	Dogwood Wealth Management LLC	Shares	132.0KSH	$5.5M
15	Mattern Wealth Management LLC	Shares	114.7KSH	$4.7M
16	Quantum Financial Advisors, LLC	Shares	100.5KSH	$4.2M
17	Copper Harbor Investment Advisors, LLC	Shares	79.9KSH	$3.3M
18	Approach Retirement Advisors, LLC	Shares	67.8KSH	$2.8M
19	marrick wealth, LLC	Shares	64.4KSH	$2.7M
20	Dynamic Advisor Solutions LLC	Shares	53.1KSH	$2.2M
21	WMG Financial Advisors, LLC	Shares	46.4KSH	$1.9M
22	Clarity Asset Management, Inc.	Shares	41.9KSH	$1.7M
23	L.K. Benson & Company, P.C.	Shares	39.2KSH	$1.6M
24	ATLas Financial Planning LLC	Shares	35.4KSH	$1.5M
25	Life Planning Partners, Inc	Shares	31.8KSH	$1.3M
26	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	30.6KSH	$1.3M
27	Apella Capital, LLC	Shares	28.5KSH	$1.2M
28	SECURED RETIREMENT ADVISORS, LLC	Shares	25.4KSH	$1.1M
29	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	24.7KSH	$1.0M
30	Eaton-Cambridge Inc.	Shares	20.9KSH	$867.0K
31	Certified Advisory Corp	Shares	18.5KSH	$767.0K
32	3 FACTOR INDEXING, LLC	Shares	18.5KSH	$765.1K
33	VISIONARY HORIZONS, LLC	Shares	18.2KSH	$752.5K
34	Elser Financial Planning, Inc	Shares	13.0KSH	$536.9K
35	Bank of New Hampshire	Shares	12.4KSH	$515.3K
36	Beaird Harris Wealth Management, LLC	Shares	11.9KSH	$491.3K
37	Great Point Wealth Advisors, LLC	Shares	10.5KSH	$434.0K
38	Merit Financial Group, LLC	Shares	9.7KSH	$400.0K
39	XY Planning Network, Inc.	Shares	8.4KSH	$349.4K
40	KEB ASSET MANAGEMENT, LLC	Shares	7.7KSH	$319.8K
41	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	6.9KSH	$283.9K
42	ATWOOD & PALMER INC	Shares	6.6KSH	$274.8K
43	Freedom Day Solutions, LLC	Shares	5.7KSH	$236.7K
44	Ares Financial Consulting, LLC	Shares	5.6KSH	$233.4K
45	NWAM LLC	Shares	5.1KSH	$211.2K
46	ALBION FINANCIAL GROUP /UT	Shares	2.8KSH	$116.2K
47	LAM GROUP, INC.	Shares	1.8KSH	$73.9K
48	Quest 10 Wealth Builders, Inc.	Shares	1.4KSH	$59.7K
49	Golden State Wealth Management, LLC	Shares	910SH	$37.7K
50	PARK AVENUE SECURITIES LLC	Shares	708.2KSH	$29.3K

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

50 / 58 loaded

#		Instrument
1	CONTINUUM WEALTH ADVISORS, LLC new	Shares	+413.4K	+$17.1M	$17.1M
2	Echo Wealth Management, LLC added	Shares	+53.4K	+$2.1M	$34.3M
3	Wealth Alliance Advisory Group, LLC added	Shares	+40.5K	+$1.7M	$9.2M
4	Networth Advisors, LLC added	Shares	+38.1K	+$1.5M	$12.6M
5	CoreCap Advisors, LLC added	Shares	+31.8K	+$1.3M	$6.8M
6	Allodium Investment Consultants, LLC added	Shares	+30.1K	+$1.2M	$15.9M
7	Highland Financial Advisors, LLC added	Shares	+29.9K	+$1.2M	$24.6M
8	ATLas Financial Planning LLC added	Shares	+21.9K	+$903.8K	$1.5M
9	LexAurum Advisors, LLC added	Shares	+16.2K	+$608.1K	$21.3M
10	Verus Financial Partners, Inc. added	Shares	+24.1K	+$569.8K	$64.4M
11	Herold Advisors, Inc. added	Shares	+13.8K	+$545.8K	$7.8M
12	Elser Financial Planning, Inc new	Shares	+13.0K	+$536.9K	$536.9K
13	WMG Financial Advisors, LLC added	Shares	+9.9K	+$407.1K	$1.9M
14	XY Planning Network, Inc. new	Shares	+8.4K	+$349.4K	$349.4K
15	Approach Retirement Advisors, LLC added	Shares	+7.6K	+$306.5K	$2.8M
16	Dogwood Wealth Management LLC added	Shares	+7.3K	+$288.0K	$5.5M
17	marrick wealth, LLC added	Shares	+6.3K	+$254.5K	$2.7M
18	Freedom Day Solutions, LLC new	Shares	+5.7K	+$236.7K	$236.7K
19	NWAM LLC new	Shares	+5.1K	+$211.2K	$211.2K
20	SECURED RETIREMENT ADVISORS, LLC added	Shares	+4.6K	+$187.6K	$1.1M
21	VISIONARY HORIZONS, LLC added	Shares	+2.4K	+$97.7K	$752.5K
22	LAM GROUP, INC. added	Shares	+1.8K	+$73.5K	$73.9K
23	Clarity Asset Management, Inc. added	Shares	+1.3K	+$49.3K	$1.7M
24	Great Point Wealth Advisors, LLC added	Shares	+1.2K	+$49.1K	$434.0K
25	Mattern Wealth Management LLC added	Shares	+1.3K	+$37.9K	$4.7M
26	Golden State Wealth Management, LLC added	Shares	+847	+$35.0K	$37.7K
27	L.K. Benson & Company, P.C. added	Shares	+510	+$16.1K	$1.6M
28	Quest 10 Wealth Builders, Inc. added	Shares	+317	+$13.0K	$59.7K
29	Dynamic Advisor Solutions LLC added	Shares	+288	+$5.1K	$2.2M
30	PARK AVENUE SECURITIES LLC added	Shares	+74.0K	+$3.0K	$29.3K
31	Merit Financial Group, LLC added	Shares	+100	+$2.9K	$400.0K
32	Lodestone Wealth Management LLC added	Shares	+6	+$182	$25.4K
33	SIGNATUREFD, LLC exited	Shares	0	-$4	$0
34	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	-$364	$116.2K
35	ATWOOD & PALMER INC unchanged	Shares	0	-$862	$274.8K
36	WINEBRENNER CAPITAL MANAGEMENT LLC unchanged	Shares	0	-$892	$283.9K
37	KEB ASSET MANAGEMENT, LLC unchanged	Shares	0	-$1.0K	$319.8K
38	Beaird Harris Wealth Management, LLC unchanged	Shares	0	-$1.5K	$491.3K
39	Bank of New Hampshire unchanged	Shares	0	-$1.6K	$515.3K
40	Sound Income Strategies, LLC exited	Shares	-42	-$1.7K	$0
41	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$2.4K	$765.1K
42	EverSource Wealth Advisors, LLC exited	Shares	-64	-$2.7K	$0
43	Eaton-Cambridge Inc. trimmed	Shares	-26	-$3.8K	$867.0K
44	Life Planning Partners, Inc trimmed	Shares	-292	-$16.3K	$1.3M
45	Apella Capital, LLC unchanged	Shares	0	-$21.6K	$1.2M
46	Ares Financial Consulting, LLC trimmed	Shares	-570	-$24.5K	$233.4K
47	Farther Finance Advisors, LLC exited	Shares	-647	-$26.9K	$0
48	Quantum Financial Advisors, LLC trimmed	Shares	-479	-$33.0K	$4.2M
49	MATTERN CAPITAL MANAGEMENT, LLC trimmed	Shares	-471	-$38.5K	$6.0M
50	Centennial Wealth Advisory LLC added	Shares	+657	-$44.6K	$22.9M

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