Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 208 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.2MSH	$843.1M
2	Falcon Wealth Planning	Shares	2.1MSH	$189.5M
3	Petersen Hastings Wealth Advisors Inc.	Shares	1.9MSH	$177.5M
4	Apollon Wealth Management, LLC	Shares	1.6MSH	$145.3M
5	Moisand Fitzgerald Tamayo, LLC	Shares	1.4MSH	$123.7M
6	Beaird Harris Wealth Management, LLC	Shares	1.3MSH	$121.1M
7	BENJAMIN EDWARDS INC	Shares	651.7KSH	$59.4M
8	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	636.2KSH	$58.0M
9	Farther Finance Advisors, LLC	Shares	580.6KSH	$53.0M
10	Legacy Financial Strategies, LLC	Shares	487.2KSH	$44.4M
11	Aprio Wealth Management, LLC	Shares	421.4KSH	$38.4M
12	ShoreHaven Wealth Partners, LLC	Shares	372.3KSH	$34.0M
13	Apella Capital, LLC	Shares	350.4KSH	$31.9M
14	Symmetry Partners, LLC	Shares	344.5KSH	$31.4M
15	Three Cord True Wealth Management, LLC	Shares	312.5KSH	$28.5M
16	River Road Asset Management, LLC	Shares	293.2KSH	$26.7M
17	Austin Wealth Management, LLC	Shares	267.0KSH	$24.5M
18	Nova R Wealth, Inc.	Shares	259.2KSH	$23.6M
19	Arlington Financial Advisors, LLC	Shares	253.8KSH	$23.1M
20	Meritas Wealth Management, LLC	Shares	248.2KSH	$22.6M
21	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	236.6KSH	$21.6M
22	Heritage Wealth Management, Inc. /CA/	Shares	227.8KSH	$20.8M
23	Advantage Trust Co	Shares	223.0KSH	$20.3M
24	Shotwell Rutter Baer Inc	Shares	210.5KSH	$19.2M
25	FIRST NATIONAL BANK SIOUX FALLS	Shares	225.0KSH	$19.0M
26	Apollon Financial, LLC	Shares	204.7KSH	$18.7M
27	BostonPremier Wealth LLC	Shares	203.1KSH	$18.5M
28	Kooman & Associates	Shares	201.0KSH	$18.3M
29	Verus Financial Partners, Inc.	Shares	197.7KSH	$18.0M
30	Valued Wealth Advisors LLC	Shares	183.7KSH	$16.8M
31	COLLECTIVE FAMILY OFFICE LLC	Shares	183.6KSH	$16.7M
32	MFA WEALTH ADVISORS, LLC	Shares	182.2KSH	$16.6M
33	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	181.8KSH	$16.6M
34	Certified Advisory Corp	Shares	176.9KSH	$16.1M
35	Northland Capital Management LLC	Shares	169.7KSH	$15.5M
36	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	163.6KSH	$14.9M
37	Kings Path Partners LLC	Shares	163.5KSH	$14.9M
38	Kilner Capital Advisors, LLC	Shares	144.5KSH	$13.2M
39	Keyes, Stange & Wooten Wealth Management, LLC	Shares	139.6KSH	$12.7M
40	Fortitude Family Office, LLC	Shares	138.3KSH	$12.6M
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	129.6KSH	$11.8M
42	Foundry Financial Group, Inc.	Shares	125.8KSH	$11.5M
43	Ridgeline Wealth, LLC	Shares	117.2KSH	$10.7M
44	Forthright Family Wealth Advisory LLC	Shares	116.0KSH	$10.6M
45	Networth Advisors, LLC	Shares	114.9KSH	$10.5M
46	Team Financial Group, LLC	Shares	113.0KSH	$10.3M
47	ATLas Financial Planning LLC	Shares	110.3KSH	$10.1M
48	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	109.0KSH	$9.9M
49	ANDERSON HOAGLAND & CO	Shares	105.5KSH	$9.6M
50	TrustWell Financial Advisors, LLC	Shares	105.4KSH	$9.6M

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

50 / 210 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.5M	+$222.0M	$843.1M
2	Apollon Wealth Management, LLC added	Shares	+323.2K	+$42.9M	$145.3M
3	Falcon Wealth Planning added	Shares	+107.1K	+$30.7M	$189.5M
4	River Road Asset Management, LLC new	Shares	+293.2K	+$26.7M	$26.7M
5	Kooman & Associates new	Shares	+201.0K	+$18.3M	$18.3M
6	MFA WEALTH ADVISORS, LLC new	Shares	+182.2K	+$16.6M	$16.6M
7	Petersen Hastings Wealth Advisors Inc. trimmed	Shares	-56.2K	+$16.1M	$177.5M
8	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-1.9K	+$14.2M	$123.7M
9	Beaird Harris Wealth Management, LLC trimmed	Shares	-15.2K	+$12.8M	$121.1M
10	Forthright Family Wealth Advisory LLC new	Shares	+116.0K	+$10.6M	$10.6M
11	BENJAMIN EDWARDS INC added	Shares	+3.7K	+$7.2M	$59.4M
12	VOISARD ASSET MANAGEMENT GROUP, INC. trimmed	Shares	-100	+$6.7M	$58.0M
13	FULTON BANK, N.A. added	Shares	+70.6K	+$6.5M	$7.0M
14	Farther Finance Advisors, LLC added	Shares	+685	+$6.0M	$53.0M
15	VISTA INVESTMENT PARTNERS II, LLC new	Shares	+65.4K	+$6.0M	$6.0M
16	ShoreHaven Wealth Partners, LLC added	Shares	+22.5K	+$5.8M	$34.0M
17	Team Financial Group, LLC added	Shares	+56.2K	+$5.7M	$10.3M
18	Legacy Financial Strategies, LLC added	Shares	+5.3K	+$5.6M	$44.4M
19	Symmetry Partners, LLC added	Shares	+12.3K	+$4.6M	$31.4M
20	Three Cord True Wealth Management, LLC added	Shares	+16.3K	+$4.6M	$28.5M
21	Financial Partners Group, Inc added	Shares	+43.9K	+$4.3M	$6.7M
22	Kings Path Partners LLC added	Shares	+22.2K	+$4.2M	$14.9M
23	Apella Capital, LLC added	Shares	+25.2K	+$4.1M	$31.9M
24	Meritas Wealth Management, LLC added	Shares	+17.1K	+$4.0M	$22.6M
25	Fifth Third Wealth Advisors LLC added	Shares	+38.5K	+$3.8M	$6.1M
26	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+39.0K	+$3.6M	$3.6M
27	Aprio Wealth Management, LLC trimmed	Shares	-12.4K	+$3.5M	$38.4M
28	Nova R Wealth, Inc. added	Shares	+7.3K	+$3.3M	$23.6M
29	Advantage Trust Co added	Shares	+11.4K	+$3.3M	$20.3M
30	Arlington Financial Advisors, LLC added	Shares	+1.9K	+$2.8M	$23.1M
31	Austin Wealth Management, LLC added	Shares	+1.5K	+$2.8M	$24.5M
32	Apollon Financial, LLC added	Shares	+8.2K	+$2.8M	$18.7M
33	BostonPremier Wealth LLC added	Shares	+7.3K	+$2.7M	$18.5M
34	Heritage Wealth Management, Inc. /CA/ added	Shares	+2.7K	+$2.6M	$20.8M
35	Mattern Wealth Management LLC added	Shares	+24.0K	+$2.5M	$4.8M
36	Wealthcare Advisory Partners LLC added	Shares	+24.6K	+$2.4M	$3.9M
37	Networth Advisors, LLC added	Shares	+14.2K	+$2.4M	$10.5M
38	Certified Advisory Corp added	Shares	+2.6K	+$2.1M	$16.1M
39	Wealth Enhancement Trust Services, Inc. added	Shares	+17.9K	+$2.1M	$5.2M
40	Fortitude Family Office, LLC added	Shares	+7.2K	+$2.0M	$12.6M
41	COLLECTIVE FAMILY OFFICE LLC added	Shares	+424	+$2.0M	$16.7M
42	SFM, LLC new	Shares	+20.8K	+$1.9M	$1.9M
43	BANNERMAN WEALTH MANAGEMENT GROUP, LLC added	Shares	+2.0K	+$1.9M	$14.9M
44	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+6.3K	+$1.9M	$11.8M
45	WEBSTERROGERS FINANCIAL ADVISORS, LLC trimmed	Shares	-1.0K	+$1.8M	$16.6M
46	Shotwell Rutter Baer Inc trimmed	Shares	-6.1K	+$1.7M	$19.2M
47	PARSONS CAPITAL MANAGEMENT INC/RI new	Shares	+18.9K	+$1.7M	$1.7M
48	INTEGRATED CAPITAL MANAGEMENT, INC. trimmed	Shares	-9.9K	+$1.7M	$21.6M
49	ATLas Financial Planning LLC added	Shares	+6.3K	+$1.7M	$10.1M
50	Midwest Financial Group LLC added	Shares	+10.1K	+$1.7M	$7.3M

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