Highland Financial Advisors, LLC - AMERICAN CENTY ETF TR ownership

Quarter-by-quarter ownership
Highland Financial Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,039
-5.5%
61,314
-1.6%
1.57%
-5.1%
Q2 2023$3,216
+4.4%
62,296
-2.3%
1.66%
-0.9%
Q1 2023$3,080
+10.5%
63,762
+4.6%
1.67%
+1.8%
Q4 2022$2,788
-99.9%
60,950
+11.9%
1.64%
+2.3%
Q3 2022$2,313,00054,4561.60%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Silicon Hills Wealth Management, LLC 156,466$8,078,3404.56%
Northland Capital Management LLC 74,214$3,831,6692.83%
Highland Financial Advisors, LLC 62,296$3,2161.66%
Wealthstream Advisors, Inc. 16,843$869,6050.46%
Willow Creek Wealth Management Inc. 60,571$3,127,2810.44%
AWM CAPITAL, LLC 32,893$1,698,2660.41%
Waverly Advisors, LLC 156,466$8,078,3400.35%
Orion Capital Management LLC 8,240$425,4310.28%
Diversified Portfolios, Inc. 24,010$1,239,6360.25%
VISTA CAPITAL PARTNERS, INC. 24,068$1,242,6460.17%
View complete list of AMERICAN CENTY ETF TR shareholders