Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	Shore Point Advisors, LLC	Shares	439.1KSH	$23.4M
2	WEST PACES ADVISORS INC.	Shares	255.1KSH	$18.7M
3	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	233.7KSH	$17.1M
4	Kilner Capital Advisors, LLC	Shares	194.2KSH	$14.1M
5	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	149.1KSH	$10.9M
6	Choice Wealth Advisors LLC	Shares	136.1KSH	$10.0M
7	Beaird Harris Wealth Management, LLC	Shares	113.9KSH	$8.4M
8	Foundry Financial Group, Inc.	Shares	112.2KSH	$8.2M
9	Aprio Wealth Management, LLC	Shares	103.9KSH	$7.6M
10	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	103.8KSH	$7.6M
11	LexAurum Advisors, LLC	Shares	93.3KSH	$6.8M
12	Level Financial Advisors	Shares	92.9KSH	$6.8M
13	Strategic Blueprint, LLC	Shares	79.0KSH	$5.8M
14	Paul R. Ried Financial Group, LLC	Shares	77.7KSH	$5.7M
15	Ridgeline Wealth, LLC	Shares	75.4KSH	$5.5M
16	Mendota Financial Group, LLC	Shares	69.7KSH	$5.1M
17	Dogwood Wealth Management LLC	Shares	63.5KSH	$4.7M
18	Cypress Point Wealth Management, LLC	Shares	57.1KSH	$4.2M
19	CoreCap Advisors, LLC	Shares	55.7KSH	$4.1M
20	Acropolis Investment Management, LLC	Shares	49.2KSH	$3.6M
21	Allodium Investment Consultants, LLC	Shares	48.9KSH	$3.6M
22	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	36.1KSH	$2.6M
23	QUANTUM FINANCIAL PARTNERS LLC	Shares	33.1KSH	$2.4M
24	StrongBox Wealth, LLC	Shares	30.2KSH	$2.2M
25	Plancorp, LLC	Shares	29.8KSH	$2.2M
26	Moisand Fitzgerald Tamayo, LLC	Shares	26.9KSH	$2.0M
27	LAM GROUP, INC.	Shares	26.2KSH	$1.9M
28	J. M. Brown & Associates Inc.	Shares	24.5KSH	$1.8M
29	Centennial Wealth Advisory LLC	Shares	23.7KSH	$1.7M
30	DIXON FNANCIAL SERVICES, INC.	Shares	22.3KSH	$1.6M
31	Evanson Financial, LLC	Shares	21.8KSH	$1.6M
32	Farther Finance Advisors, LLC	Shares	20.5KSH	$1.5M
33	Western Reserve Capital Management, LLC	Shares	19.9KSH	$1.5M
34	Frankly Finances, LLC	Shares	19.2KSH	$1.4M
35	Factor Wealth Management LTD	Shares	18.8KSH	$1.4M
36	CRA Financial Services, LLC	Shares	17.3KSH	$1.3M
37	CLARIS ADVISORS, LLC / MO /	Shares	16.6KSH	$1.2M
38	Sunpointe, LLC	Shares	14.4KSH	$1.1M
39	Approach Retirement Advisors, LLC	Shares	14.3KSH	$1.0M
40	Apeiron RIA LLC	Shares	12.0KSH	$878.6K
41	Pearl Planning LLC	Shares	11.3KSH	$829.1K
42	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.9KSH	$646.8K
43	Thayer Financial, L.L.C.	Shares	8.5KSH	$625.2K
44	FLAGSHIP HARBOR ADVISORS, LLC	Shares	7.6KSH	$554.4K
45	Bison Wealth, LLC	Shares	7.3KSH	$533.7K
46	Team Financial Group, LLC	Shares	6.1KSH	$444.5K
47	Well Done, LLC	Shares	5.9KSH	$429.8K
48	BWM Planning, LLC	Shares	5.8KSH	$424.0K
49	GEM Asset Management, LLC	Shares	5.6KSH	$408.1K
50	Armbruster Capital Management, Inc.	Shares	5.4KSH	$393.1K

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

50 / 87 loaded

#		Instrument
1	Shore Point Advisors, LLC added	Shares	+35.9K	+$4.6M	$23.4M
2	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+32.5K	+$4.6M	$17.1M
3	WEST PACES ADVISORS INC. added	Shares	+1.1K	+$2.9M	$18.7M
4	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+7.3K	+$2.1M	$10.9M
5	Kilner Capital Advisors, LLC trimmed	Shares	-1.8K	+$1.9M	$14.1M
6	Choice Wealth Advisors LLC added	Shares	+6.6K	+$1.9M	$10.0M
7	Foundry Financial Group, Inc. added	Shares	+10.7K	+$1.9M	$8.2M
8	Mendota Financial Group, LLC added	Shares	+12.8K	+$1.6M	$5.1M
9	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+5.3K	+$1.5M	$7.6M
10	Level Financial Advisors added	Shares	+3.0K	+$1.2M	$6.8M
11	Beaird Harris Wealth Management, LLC trimmed	Shares	-1.9K	+$1.1M	$8.4M
12	CoreCap Advisors, LLC added	Shares	+7.4K	+$1.1M	$4.1M
13	Ridgeline Wealth, LLC added	Shares	+2.9K	+$1.0M	$5.5M
14	Strategic Blueprint, LLC added	Shares	+803	+$922.0K	$5.8M
15	Acropolis Investment Management, LLC added	Shares	+3.5K	+$761.7K	$3.6M
16	Cypress Point Wealth Management, LLC added	Shares	+854	+$683.2K	$4.2M
17	Paul R. Ried Financial Group, LLC trimmed	Shares	-2.9K	+$679.4K	$5.7M
18	Allodium Investment Consultants, LLC added	Shares	+2.2K	+$673.9K	$3.6M
19	StrongBox Wealth, LLC added	Shares	+2.8K	+$505.9K	$2.2M
20	Dogwood Wealth Management LLC trimmed	Shares	-3.9K	+$455.9K	$4.7M
21	Well Done, LLC new	Shares	+5.9K	+$429.8K	$429.8K
22	BWM Planning, LLC new	Shares	+5.8K	+$424.0K	$424.0K
23	KAVAR CAPITAL PARTNERS GROUP, LLC trimmed	Shares	-40	+$395.9K	$2.6M
24	Merit Financial Group, LLC new	Shares	+5.3K	+$392.1K	$392.1K
25	Sprinkle Financial Consultants LLC new	Shares	+5.3K	+$391.9K	$391.9K
26	Team Financial Group, LLC added	Shares	+4.1K	+$323.9K	$444.5K
27	LAM GROUP, INC. added	Shares	+325	+$309.5K	$1.9M
28	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-130	+$289.0K	$2.0M
29	XY Planning Network, Inc. new	Shares	+3.8K	+$281.0K	$281.0K
30	DIXON FNANCIAL SERVICES, INC. unchanged	Shares	0	+$246.0K	$1.6M
31	Arista Wealth Management, LLC new	Shares	+3.2K	+$235.1K	$235.1K
32	Farther Finance Advisors, LLC added	Shares	+235	+$232.3K	$1.5M
33	Goldstein Advisors, LLC new	Shares	+3.2K	+$231.9K	$231.9K
34	Western Reserve Capital Management, LLC added	Shares	+189	+$231.3K	$1.5M
35	Centennial Wealth Advisory LLC trimmed	Shares	-517	+$229.8K	$1.7M
36	Plancorp, LLC added	Shares	+120	+$216.0K	$2.2M
37	CRA Financial Services, LLC added	Shares	+389	+$214.6K	$1.3M
38	CLARIS ADVISORS, LLC / MO / unchanged	Shares	0	+$183.0K	$1.2M
39	Frankly Finances, LLC trimmed	Shares	-700	+$168.7K	$1.4M
40	Sunpointe, LLC trimmed	Shares	-20	+$157.3K	$1.1M
41	Approach Retirement Advisors, LLC trimmed	Shares	-45	+$155.1K	$1.0M
42	Pearl Planning LLC unchanged	Shares	0	+$124.8K	$829.1K
43	Apeiron RIA LLC trimmed	Shares	-300	+$113.6K	$878.6K
44	Spire Wealth Management new	Shares	+1.5K	+$111.0K	$111.0K
45	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+127	+$91.4K	$554.4K
46	Factor Wealth Management LTD trimmed	Shares	-2.0K	+$82.5K	$1.4M
47	GC Wealth Management RIA, LLC added	Shares	+318	+$68.3K	$322.3K
48	Harbor Asset Planning, Inc. added	Shares	+161	+$62.4K	$348.1K
49	GEM Asset Management, LLC added	Shares	+11	+$62.1K	$408.1K
50	Bison Wealth, LLC added	Shares	+227	+$56.5K	$533.7K

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