AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072323.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,548,786 | -1.1% | 34,985 | +2.0% | 0.40% | +17.1% |
| Q2 2023 | $1,565,793 | +13.2% | 34,315 | +9.5% | 0.34% | -6.8% |
| Q1 2023 | $1,382,629 | -8.5% | 31,349 | -10.0% | 0.37% | -18.0% |
| Q4 2022 | $1,510,271 | -9.5% | 34,839 | -17.4% | 0.45% | -20.0% |
| Q3 2022 | $1,669,000 | +18.3% | 42,201 | +22.7% | 0.56% | -11.0% |
| Q2 2022 | $1,411,000 | – | 34,404 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 436,336 | $19,910,014 | 4.54% |
| Waypoint Capital Advisors, LLC | 178,207 | $8,131,586 | 2.54% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 119,681 | $5,461,044 | 2.38% |
| Beaird Harris Wealth Management, LLC | 142,446 | $6,499,811 | 0.78% |
| MERCER GLOBAL ADVISORS INC /ADV | 3,696,616 | $168,677 | 0.67% |
| Aveo Capital Partners, LLC | 106,217 | $4,846,682 | 0.62% |
| Tillman Hartley LLC | 20,508 | $935,780 | 0.37% |
| ML & R WEALTH MANAGEMENT LLC | 34,315 | $1,565,793 | 0.34% |
| PCG Wealth Advisors, LLC | 11,354 | $518,058 | 0.32% |
| LexAurum Advisors, LLC | 20,163 | $920,038 | 0.28% |