Filing Research | ETF SER SOLUTIONS Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	6th Street Advisors, LLC	Shares	189.7KSH	$5.3M
2	Financial Guidance Group, Inc.	Shares	164.8KSH	$4.6M
3	Tailwinds Wealth, LLC	Shares	148.4KSH	$4.2M
4	Lord & Richards Wealth Management, LLC	Shares	114.4KSH	$3.2M
5	MBE Wealth Management, LLC	Shares	94.6KSH	$2.7M
6	Capital Investment Advisory Services, LLC	Shares	78.0KSH	$2.2M
7	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	29.8KSH	$841.4K
8	Strong Retirement Solutions LLC	Shares	10.9KSH	$306.1K
9	Second Half Financial Partners, LLC	Shares	7.3KSH	$206.6K
10	Princeton Global Asset Management LLC	Shares	1.1KSH	$31.9K
11	Farther Finance Advisors, LLC	Shares	315SH	$8.9K

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

11 / 11 loaded

#		Instrument
1	Tailwinds Wealth, LLC new	Shares	+148.4K	+$4.2M	$4.2M
2	Capital Investment Advisory Services, LLC added	Shares	+73.2K	+$2.1M	$2.2M
3	6th Street Advisors, LLC added	Shares	+9.8K	+$763.0K	$5.3M
4	Financial Guidance Group, Inc. added	Shares	+4.3K	+$553.9K	$4.6M
5	Lord & Richards Wealth Management, LLC added	Shares	+5.8K	+$456.1K	$3.2M
6	MBE Wealth Management, LLC added	Shares	+3.0K	+$331.2K	$2.7M
7	Second Half Financial Partners, LLC new	Shares	+7.3K	+$206.6K	$206.6K
8	ONE PLUS ONE WEALTH MANAGEMENT, LLC added	Shares	+802	+$101.0K	$841.4K
9	Strong Retirement Solutions LLC added	Shares	+1.5K	+$66.4K	$306.1K
10	Princeton Global Asset Management LLC unchanged	Shares	0	+$3.1K	$31.9K
11	Farther Finance Advisors, LLC trimmed	Shares	-1.0K	-$24.8K	$8.9K

Filing Research | ETF SER SOLUTIONS Institutional Holdings