Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

32 / 32 loaded

#		Instrument	quantity
1	Goldstein Advisors, LLC	Shares	436.5KSH	$22.2M
2	IFP Advisors, Inc	Shares	148.2KSH	$7.5M
3	Dynamic Advisor Solutions LLC	Shares	123.3KSH	$6.3M
4	GEM Asset Management, LLC	Shares	87.2KSH	$4.4M
5	ARQ WEALTH ADVISORS, LLC	Shares	65.5KSH	$3.3M
6	CARY STREET PARTNERS FINANCIAL LLC	Shares	58.5KSH	$3.0M
7	Allied Private Wealth LLC	Shares	43.9KSH	$2.2M
8	Cooper Capital Advisors LLC	Shares	34.4KSH	$1.7M
9	Pine Valley Investments Ltd Liability Co	Shares	33.8KSH	$1.7M
10	Melone Private Wealth, LLC	Shares	27.6KSH	$1.4M
11	First Heartland Consultants, Inc.	Shares	27.5KSH	$1.4M
12	Aprio Wealth Management, LLC	Shares	17.2KSH	$876.1K
13	ERn Financial, LLC	Shares	16.2KSH	$822.0K
14	Altus Wealth Group LLC	Shares	15.2KSH	$774.6K
15	PFG Advisors	Shares	14.2KSH	$723.5K
16	marrick wealth, LLC	Shares	13.3KSH	$674.4K
17	Clearview Wealth Management LLC	Shares	13.0KSH	$660.9K
18	Merit Financial Group, LLC	Shares	9.0KSH	$456.6K
19	Trilogy Capital Inc.	Shares	8.6KSH	$438.5K
20	Stewardship Advisors, LLC	Shares	7.9KSH	$402.9K
21	UNIQUE WEALTH, LLC	Shares	7.3KSH	$371.6K
22	Bill Few Associates, Inc.	Shares	5.0KSH	$256.2K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.7KSH	$236.5K
24	Barnes Wealth Management Group, Inc	Shares	4.6KSH	$232.5K
25	Fortis Group Advisors, LLC	Shares	4.2KSH	$214.3K
26	PFG Investments, LLC	Shares	4.0KSH	$203.4K
27	Avidian Wealth Enterprises, LLC	Shares	4.0KSH	$202.7K
28	Lodestone Wealth Management LLC	Shares	3.4KSH	$173.6K
29	Farther Finance Advisors, LLC	Shares	461SH	$23.4K
30	CX Institutional	Shares	428.3KSH	$21.8K
31	Financial Management Professionals, Inc.	Shares	65SH	$3.3K
32	SIGNATUREFD, LLC	Shares	12SH	$603

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

33 / 33 loaded

#		Instrument
1	ARQ WEALTH ADVISORS, LLC new	Shares	+65.5K	+$3.3M	$3.3M
2	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+58.5K	+$3.0M	$3.0M
3	Goldstein Advisors, LLC added	Shares	+15.5K	+$1.1M	$22.2M
4	GEM Asset Management, LLC added	Shares	+15.2K	+$828.1K	$4.4M
5	IFP Advisors, Inc added	Shares	+9.5K	+$589.9K	$7.5M
6	Trilogy Capital Inc. new	Shares	+8.6K	+$438.5K	$438.5K
7	Altus Wealth Group LLC added	Shares	+5.0K	+$261.7K	$774.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+4.7K	+$236.5K	$236.5K
9	Cooper Capital Advisors LLC added	Shares	+4.0K	+$227.2K	$1.7M
10	Fortis Group Advisors, LLC new	Shares	+4.2K	+$214.3K	$214.3K
11	Avidian Wealth Enterprises, LLC new	Shares	+4.0K	+$202.7K	$202.7K
12	Melone Private Wealth, LLC added	Shares	+3.2K	+$179.5K	$1.4M
13	UNIQUE WEALTH, LLC added	Shares	+1.4K	+$77.0K	$371.6K
14	Dynamic Advisor Solutions LLC trimmed	Shares	-1.3K	+$29.4K	$6.3M
15	Pine Valley Investments Ltd Liability Co trimmed	Shares	-59	+$23.6K	$1.7M
16	marrick wealth, LLC added	Shares	+78	+$14.3K	$674.4K
17	Merit Financial Group, LLC added	Shares	+11	+$7.6K	$456.6K
18	Barnes Wealth Management Group, Inc added	Shares	+43	+$5.8K	$232.5K
19	Clearview Wealth Management LLC trimmed	Shares	-93	+$5.5K	$660.9K
20	Bill Few Associates, Inc. unchanged	Shares	0	+$4.0K	$256.2K
21	Financial Management Professionals, Inc. new	Shares	+65	+$3.3K	$3.3K
22	CX Institutional added	Shares	+20.8K	+$1.4K	$21.8K
23	Stewardship Advisors, LLC trimmed	Shares	-99	+$1.3K	$402.9K
24	SIGNATUREFD, LLC unchanged	Shares	0	+$15	$603
25	PFG Investments, LLC trimmed	Shares	-156	-$4.7K	$203.4K
26	ERn Financial, LLC trimmed	Shares	-598	-$17.2K	$822.0K
27	Aprio Wealth Management, LLC trimmed	Shares	-1.0K	-$36.5K	$876.1K
28	Farther Finance Advisors, LLC trimmed	Shares	-2.4K	-$118.6K	$23.4K
29	Finward Bancorp exited	Shares	-5.4K	-$269.2K	$0
30	PFG Advisors trimmed	Shares	-5.9K	-$282.8K	$723.5K
31	Lodestone Wealth Management LLC trimmed	Shares	-5.8K	-$286.7K	$173.6K
32	Legacy Financial Strategies, LLC exited	Shares	-7.1K	-$354.7K	$0
33	First Heartland Consultants, Inc. trimmed	Shares	-23.4K	-$1.1M	$1.4M