Filing Research | AMERICAN CENTY ETF TR Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	1.0MSH	$48.9M
2	Quantum Financial Advisors, LLC	Shares	455.3KSH	$21.6M
3	ShankerValleau Wealth Advisors, Inc.	Shares	384.2KSH	$18.2M
4	BetterWealth, LLC	Shares	347.6KSH	$16.5M
5	LexAurum Advisors, LLC	Shares	285.5KSH	$13.5M
6	Physician Wealth Solutions Inc.	Shares	283.7KSH	$13.4M
7	Level Financial Advisors	Shares	173.2KSH	$8.2M
8	Vestment Financial LLC	Shares	151.5KSH	$7.2M
9	LAM GROUP, INC.	Shares	134.9KSH	$6.4M
10	Strategic Blueprint, LLC	Shares	131.4KSH	$6.2M
11	COLLECTIVE FAMILY OFFICE LLC	Shares	126.4KSH	$6.0M
12	Austin Wealth Management, LLC	Shares	106.1KSH	$5.2M
13	Valued Wealth Advisors LLC	Shares	97.9KSH	$4.6M
14	Wealthcare Advisory Partners LLC	Shares	84.3KSH	$4.0M
15	Networth Advisors, LLC	Shares	79.1KSH	$3.7M
16	Beaird Harris Wealth Management, LLC	Shares	68.4KSH	$3.2M
17	Sprinkle Financial Consultants LLC	Shares	62.1KSH	$2.9M
18	Aprio Wealth Management, LLC	Shares	58.6KSH	$2.8M
19	WMG Financial Advisors, LLC	Shares	54.6KSH	$2.6M
20	marrick wealth, LLC	Shares	53.5KSH	$2.5M
21	DBK Financial Counsel, LLC	Shares	44.2KSH	$2.1M
22	BLVD Private Wealth, LLC	Shares	42.7KSH	$2.0M
23	Life Planning Partners, Inc	Shares	38.3KSH	$1.8M
24	Rockwood Wealth Management, LLC	Shares	34.9KSH	$1.7M
25	Forum Financial Management, LP	Shares	31.0KSH	$1.5M
26	Apella Capital, LLC	Shares	29.3KSH	$1.4M
27	CoreCap Advisors, LLC	Shares	29.7KSH	$1.4M
28	Flagstone Financial Management	Shares	29.0KSH	$1.4M
29	Farther Finance Advisors, LLC	Shares	25.3KSH	$1.2M
30	BAYSHORE ASSET MANAGEMENT, LLC	Shares	21.4KSH	$1.0M
31	Avant Financial Advisors LLC	Shares	17.6KSH	$834.8K
32	Torren Management, LLC	Shares	16.8KSH	$795.7K
33	FIFTH THIRD SECURITIES, INC.	Shares	15.3KSH	$725.3K
34	KEB ASSET MANAGEMENT, LLC	Shares	11.6KSH	$547.5K
35	Morton Brown Family Wealth, LLC	Shares	9.8KSH	$464.5K
36	ANDREWS, LUCIA WEALTH MANAGEMENT LLC	Shares	9.3KSH	$438.3K
37	BWM Planning, LLC	Shares	8.4KSH	$396.4K
38	Henrickson Nauta Wealth Advisors, Inc.	Shares	7.9KSH	$375.5K
39	Ares Financial Consulting, LLC	Shares	6.0KSH	$286.5K
40	Global Trust Wealth Management LLC	Shares	5.9KSH	$281.8K
41	Evanson Financial, LLC	Shares	5.9KSH	$280.1K
42	Abacus Planning Group, Inc.	Shares	5.7KSH	$268.6K
43	NWAM LLC	Shares	5.5KSH	$258.9K
44	Merit Financial Group, LLC	Shares	4.5KSH	$212.2K
45	Creative Capital Management Investments LLC	Shares	565SH	$26.8K
46	SJS Investment Consulting Inc.	Shares	432SH	$20.5K
47	EVOLUTION WEALTH MANAGEMENT INC.	Shares	278SH	$13.2K
48	JFS WEALTH ADVISORS, LLC	Shares	180SH	$8.5K
49	True Wealth Design, LLC	Shares	165SH	$7.8K
50	PARK AVENUE SECURITIES LLC	Shares	144.6KSH	$6.8K

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

50 / 56 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+43.9K	+$5.4M	$48.9M
2	Quantum Financial Advisors, LLC added	Shares	+31.0K	+$2.9M	$21.6M
3	ShankerValleau Wealth Advisors, Inc. added	Shares	+10.5K	+$1.8M	$18.2M
4	BetterWealth, LLC added	Shares	+8.3K	+$1.5M	$16.5M
5	LexAurum Advisors, LLC trimmed	Shares	-1.1K	+$909.0K	$13.5M
6	COLLECTIVE FAMILY OFFICE LLC added	Shares	+7.0K	+$734.0K	$6.0M
7	Networth Advisors, LLC added	Shares	+10.6K	+$731.1K	$3.7M
8	Physician Wealth Solutions Inc. trimmed	Shares	-5.3K	+$717.6K	$13.4M
9	Torren Management, LLC added	Shares	+12.3K	+$597.2K	$795.7K
10	Sprinkle Financial Consultants LLC added	Shares	+8.5K	+$584.6K	$2.9M
11	Level Financial Advisors trimmed	Shares	-83	+$578.2K	$8.2M
12	LAM GROUP, INC. added	Shares	+2.6K	+$568.1K	$6.4M
13	Wealthcare Advisory Partners LLC added	Shares	+5.7K	+$534.0K	$4.0M
14	Austin Wealth Management, LLC added	Shares	+2.2K	+$527.9K	$5.2M
15	Valued Wealth Advisors LLC added	Shares	+3.7K	+$492.9K	$4.6M
16	Strategic Blueprint, LLC trimmed	Shares	-633	+$413.5K	$6.2M
17	CoreCap Advisors, LLC added	Shares	+4.7K	+$305.7K	$1.4M
18	Rockwood Wealth Management, LLC added	Shares	+2.8K	+$241.2K	$1.7M
19	Farther Finance Advisors, LLC added	Shares	+3.4K	+$229.4K	$1.2M
20	marrick wealth, LLC added	Shares	+792	+$214.7K	$2.5M
21	Beaird Harris Wealth Management, LLC trimmed	Shares	-1.1K	+$183.3K	$3.2M
22	BLVD Private Wealth, LLC added	Shares	+868	+$181.6K	$2.0M
23	Aprio Wealth Management, LLC trimmed	Shares	-2.0K	+$110.1K	$2.8M
24	Flagstone Financial Management added	Shares	+194	+$106.0K	$1.4M
25	WMG Financial Advisors, LLC trimmed	Shares	-2.2K	+$85.7K	$2.6M
26	Avant Financial Advisors LLC added	Shares	+538	+$82.9K	$834.8K
27	Life Planning Partners, Inc trimmed	Shares	-1.1K	+$80.9K	$1.8M
28	FIFTH THIRD SECURITIES, INC. added	Shares	+510	+$73.9K	$725.3K
29	BAYSHORE ASSET MANAGEMENT, LLC added	Shares	+19	+$72.7K	$1.0M
30	Apella Capital, LLC added	Shares	+1.1K	+$59.3K	$1.4M
31	KEB ASSET MANAGEMENT, LLC added	Shares	+236	+$49.2K	$547.5K
32	Morton Brown Family Wealth, LLC added	Shares	+127	+$38.5K	$464.5K
33	BWM Planning, LLC unchanged	Shares	0	+$28.1K	$396.4K
34	ANDREWS, LUCIA WEALTH MANAGEMENT LLC trimmed	Shares	-76	+$27.7K	$438.3K
35	Forum Financial Management, LP trimmed	Shares	-1.9K	+$21.0K	$1.5M
36	Ares Financial Consulting, LLC added	Shares	+24	+$19.5K	$286.5K
37	NWAM LLC added	Shares	+13	+$18.9K	$258.9K
38	Global Trust Wealth Management LLC trimmed	Shares	-74	+$16.7K	$281.8K
39	Abacus Planning Group, Inc. trimmed	Shares	-70	+$16.0K	$268.6K
40	JFS WEALTH ADVISORS, LLC new	Shares	+180	+$8.5K	$8.5K
41	True Wealth Design, LLC new	Shares	+165	+$7.8K	$7.8K
42	Quest 10 Wealth Builders, Inc. new	Shares	+52	+$2.5K	$2.5K
43	Creative Capital Management Investments LLC unchanged	Shares	0	+$1.9K	$26.8K
44	SJS Investment Consulting Inc. unchanged	Shares	0	+$1.5K	$20.5K
45	PARK AVENUE SECURITIES LLC added	Shares	+18.6K	+$1.3K	$6.8K
46	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$934	$13.2K
47	Dogwood Wealth Management LLC trimmed	Shares	-2	+$322	$5.8K
48	Signature Resources Capital Management, LLC unchanged	Shares	0	+$20	$284
49	SIGNATUREFD, LLC exited	Shares	-1	-$44	$0
50	ALBION FINANCIAL GROUP /UT exited	Shares	-830	-$36.5K	$0

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