Snapshot holdings
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1Composition Wealth, LLC$88.6M
2Pathway Financial Advisors LLC$88.2M
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.1M
4Financial & Tax Architects, LLC$14.4M
5MBL Wealth, LLC$12.6M
6GUIDANCE CAPITAL, INC$11.8M
7BLUE SQUARE ASSET MANAGEMENT, LLC$11.8M
8Wilkerson Advisory Group LLC$8.5M
9Baker Ellis Asset Management LLC$8.3M
10MADDEN SECURITIES Corp$7.8M
11Nicholson Meyer Capital Management, Inc.$7.8M
12Castle Rock Wealth Management, LLC$7.5M
13B. Riley Wealth Advisors, Inc.$7.2M
14Accurate Wealth Management, LLC$6.7M
15LEAVELL INVESTMENT MANAGEMENT, INC.$6.5M
16Goldstein Advisors, LLC$5.8M
17EVERGREEN CAPITAL MANAGEMENT LLC$5.1M
18TECTONIC ADVISORS LLC$4.4M
19Farther Finance Advisors, LLC$4.0M
20ATWOOD & PALMER INC$3.9M
21Sowell Financial Services LLC$3.8M
22Harbour Capital Advisors, LLC$3.5M
23Spartan Planning & Wealth Management$3.3M
24North Forty Two & Co.$3.0M
25Redhawk Wealth Advisors, Inc.$2.9M
26BALDWIN WEALTH PARTNERS LLC/MA$2.6M
27Salvus Wealth Management, LLC$2.6M
28Successful Portfolios LLC$2.4M
29BEACON FINANCIAL GROUP$2.4M
30IFP Advisors, Inc$2.3M
31G&S Capital LLC$2.2M
32Barnes Dennig Private Wealth Management LLC$2.0M
33Orin Green Financial, LLC$2.0M
34Hudson Value Partners, LLC$2.0M
35BridgePort Financial Solutions, LLC$2.0M
36Pflug Koory, LLC$1.9M
37ARVEST INVESTMENTS, INC.$1.9M
38INDEPENDENT FINANCIAL GROUP, LLC$1.9M
39BOURGEON CAPITAL MANAGEMENT LLC$1.6M
40Ignite Planners, LLC$1.6M
41HIGHLINE WEALTH PARTNERS LLC$1.5M
42Prospera Financial Services Inc$1.5M
43WOLFF WIESE MAGANA LLC$1.5M
44Fermata Advisors, LLC$1.4M
45CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$1.4M
46BENJAMIN EDWARDS INC$1.4M
47Global View Capital Management LLC$1.4M
48GUYASUTA INVESTMENT ADVISORS INC$1.2M
49CHATHAM CAPITAL GROUP, INC.$1.1M
50LIFELONG WEALTH ADVISORS, INC.$1.1M
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Manager changes
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1+$10.1M
2+$9.3M
3+$2.0M
4+$2.0M
5+$1.9M
6+$1.8M
7+$1.6M
8+$1.5M
9+$1.4M
10+$1.4M
11+$1.2M
12+$1.2M
13+$670.2K
14+$647.3K
15+$510.0K
16+$504.7K
17+$500.6K
18+$393.9K
19+$331.3K
20+$325.3K
21+$290.3K
22+$283.4K
23+$278.1K
24+$200.4K
25+$195.1K
26+$165.8K
27+$151.7K
28+$125.5K
29+$102.7K
30+$61.5K
31+$60.2K
32+$55.1K
33+$55.0K
34+$53.7K
35+$50.9K
36+$45.9K
37+$44.3K
38+$28.0K
39+$22.6K
40+$18.8K
41+$18.4K
42+$12.0K
43+$11.3K
44+$8.5K
45+$7.7K
46+$7.2K
47+$6.1K
48+$1.9K
49+$1.8K
50+$980
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Filing Research | GOLDMAN SACHS ETF TR Institutional Holdings