AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
AMERICAN CENTURY COMPANIES INC 16160.04%0.06%0.07%Q4 2019Q3 202316
RVW Wealth, LLC 16160.14%0.36%1.64%Q1 2020Q4 202316
Versant Capital Management, Inc 16165.79%6.85%8.51%Q1 2020Q4 202316
Plancorp, LLC 16160.39%0.78%1.26%Q4 2019Q3 202316
ROYAL BANK OF CANADA 15150.00%0.00%0.01%Q1 2020Q3 202315
Global Trust Asset Management, LLC 15150.06%0.07%0.08%Q1 2020Q3 202315
COMMONWEALTH EQUITY SERVICES, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
PrairieView Partners, LLC 15150.00%1.45%2.23%Q1 2020Q3 202315
HighTower Advisors, LLC 15150.00%0.07%0.16%Q1 2020Q3 202315
Symmetry Partners, LLC 15151.38%2.05%3.52%Q2 2020Q4 202315
BUCKINGHAM STRATEGIC WEALTH, LLC 15150.03%0.08%0.19%Q1 2020Q3 202315
Truepoint, Inc. 15150.13%0.53%1.28%Q1 2020Q3 202315
Citadel Advisors 620.00%0.00%0.01%Q4 2019Q2 202315
Moisand Fitzgerald Tamayo, LLC 15150.04%0.08%0.12%Q1 2020Q3 202315
Perigon Wealth Management, LLC 1310.02%0.06%0.11%Q3 2011Q3 202314
FOSTER & MOTLEY INC 14141.93%2.38%2.77%Q2 2020Q3 202314
SAGE RHINO CAPITAL LLC 14140.12%0.58%1.02%Q2 2020Q3 202314
Merriman Wealth Management, LLC 14140.02%0.20%0.50%Q2 2020Q3 202314
Atria Investments, Inc 1310.02%0.03%0.04%Q1 2020Q3 202314
Cornerstone Management, Inc. 13130.07%0.13%0.20%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 13130.00%0.00%0.02%Q3 2020Q3 202313
JANE STREET GROUP, LLC 710.00%0.00%0.02%Q4 2019Q3 202313
Chicago Partners Investment Group LLC 13130.04%0.13%0.26%Q3 2020Q3 202313
Adero Partners, LLC 12121.91%2.67%3.56%Q4 2020Q3 202312
CGN Advisors LLC 12120.72%1.32%1.89%Q1 2021Q4 202312
Waypoint Wealth Partners Inc. 12127.04%8.82%13.30%Q4 2020Q3 202312
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12123.78%4.28%4.78%Q4 2020Q3 202312
Prosperity Planning, Inc. 12121.40%1.73%2.13%Q4 2020Q3 202312
Truadvice, LLC 12120.09%0.23%0.41%Q4 2020Q3 202312
NORTHWEST WEALTH MANAGEMENT, LLC 12120.34%1.44%2.54%Q4 2020Q3 202312
Mutual Advisors, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Pure Financial Advisors, LLC 12122.93%4.30%7.31%Q1 2021Q4 202312
Altus Wealth Group LLC 12120.36%0.60%0.79%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.04%0.27%0.42%Q4 2020Q3 202312
SOUNDMARK WEALTH MANAGEMENT, LLC 12120.89%2.49%5.14%Q4 2020Q3 202312
LPL Financial LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
KAVAR CAPITAL PARTNERS GROUP, LLC 11110.12%0.94%1.60%Q1 2021Q3 202311
CPWM, LLC 11110.20%0.49%0.77%Q1 2020Q3 202211
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11110.58%1.06%1.40%Q1 2021Q3 202311
MORGAN STANLEY 11110.00%0.00%0.01%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.02%0.15%Q1 2021Q3 202311
Mraz, Amerine & Associates, Inc. 11110.07%0.24%0.33%Q1 2021Q3 202311
Private Advisor Group, LLC 11110.02%0.03%0.08%Q1 2021Q3 202311
Abacus Planning Group, Inc. 740.09%0.12%0.27%Q4 2020Q3 202311
JNBA Financial Advisors 11110.75%1.78%2.25%Q1 2021Q3 202311
Timber Creek Capital Management LLC 11110.01%0.15%0.21%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.17%1.10%Q1 2021Q3 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.02%0.09%Q4 2020Q3 202311
V Wealth Advisors LLC 10100.08%0.50%0.74%Q1 2021Q2 202310
Raymond James Financial Services Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
B&D White Capital Company, LLC 10100.12%0.68%2.45%Q2 2021Q3 202310
Larson Financial Group LLC 10100.02%2.92%3.65%Q2 2021Q3 202310
Tarbox Family Office, Inc. 820.04%0.38%2.77%Q2 2020Q3 202310
Great Point Wealth Advisors, LLC 10100.07%1.28%1.91%Q2 2021Q3 202310
SOL Capital Management CO 10100.07%0.46%0.63%Q2 2021Q3 202310
FIRST NATIONAL BANK SIOUX FALLS 10100.26%0.49%0.77%Q2 2021Q3 202310
Dynamic Advisor Solutions LLC 10100.23%0.32%0.36%Q2 2021Q3 202310
Allworth Financial LP 10100.02%0.04%0.06%Q2 2021Q3 202310
Apella Capital, LLC 730.06%0.11%0.30%Q2 2021Q4 202310
SENTINEL PENSION ADVISORS INC 10100.44%0.66%0.94%Q2 2021Q3 202310
Tortoise Investment Management, LLC 10100.03%0.25%0.50%Q2 2021Q3 202310
Carlson Capital Management 990.12%0.73%1.13%Q3 2021Q3 20239
ERn Financial, LLC 990.21%1.15%2.08%Q3 2021Q3 20239
Asset Dedication, LLC 990.00%0.09%0.16%Q3 2021Q3 20239
WIPFLI FINANCIAL ADVISORS LLC, 886.88%26.38%64.22%Q4 2020Q3 20228
BCR Wealth Strategies, LLC 880.73%0.93%1.22%Q4 2021Q3 20238
Cambridge Investment Research Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Annapolis Financial Services, LLC 880.01%0.46%1.12%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.13%0.36%0.61%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 881.80%2.69%3.36%Q4 2021Q3 20238
Waterfront Wealth Inc. 880.73%0.93%1.22%Q4 2021Q3 20238
CVA Family Office, LLC 710.00%0.00%0.01%Q2 2021Q2 20238
WorthPointe, LLC 880.54%1.22%1.60%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.09%0.15%0.29%Q4 2021Q3 20238
Rockwood Wealth Management, LLC 880.16%2.46%4.04%Q4 2021Q3 20238
Cetera Advisors LLC 880.01%0.02%0.03%Q4 2020Q3 20228
Baldrige Asset Management LLC 880.04%0.05%0.06%Q2 2021Q1 20238
Capasso Planning Partners LLC 882.24%2.51%2.79%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.45%1.16%2.49%Q4 2021Q3 20238
CAPITAL PERFORMANCE ADVISORS LLP 880.16%0.29%0.41%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 710.00%0.00%0.00%Q3 2021Q3 20238
GREENUP STREET WEALTH MANAGEMENT LLC 880.62%2.81%6.04%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.15%0.27%0.50%Q4 2021Q3 20238
Beaird Harris Wealth Management, LLC 880.59%3.83%5.74%Q4 2021Q3 20238
Henrickson Nauta Wealth Advisors, Inc. 883.85%4.85%5.54%Q4 2021Q3 20238
TCI Wealth Advisors, Inc. 880.04%1.31%2.11%Q4 2021Q3 20238
IAG Wealth Partners, LLC 880.22%0.50%0.70%Q4 2021Q3 20238
PARK AVENUE SECURITIES LLC 880.01%0.06%0.14%Q4 2021Q3 20238
MORRIS FINANCIAL CONCEPTS, INC. 880.02%0.27%0.45%Q4 2021Q3 20238
COLLECTIVE FAMILY OFFICE LLC 880.40%0.99%1.76%Q4 2021Q3 20238
Marquette Asset Management, LLC 880.01%0.02%0.02%Q3 2021Q2 20238
GRAND WEALTH MANAGEMENT, LLC 881.00%2.68%4.28%Q4 2021Q3 20238
EP Wealth Advisors, LLC 880.05%0.09%0.16%Q4 2021Q3 20238
Level Financial Advisors 880.18%0.76%1.33%Q4 2021Q3 20238
Apeiron RIA LLC 880.08%1.04%1.60%Q4 2021Q3 20238
IMA Wealth, Inc. 880.30%0.33%0.36%Q4 2021Q3 20238
Stone Point Wealth LLC 880.32%0.40%0.53%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.13%0.61%1.08%Q4 2021Q3 20238
Hill Investment Group Partners, LLC 880.27%1.45%2.12%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 510.06%0.17%0.27%Q3 2021Q3 20237
IFP Advisors, Inc 770.00%0.01%0.03%Q1 2022Q3 20237
Pacifica Partners Inc. 770.00%0.00%0.00%Q2 2022Q4 20237
ARQ WEALTH ADVISORS, LLC 770.80%1.66%2.16%Q1 2022Q3 20237
Stratos Wealth Partners, LTD. 520.01%0.03%0.06%Q1 2021Q3 20237
J.P. Morgan Private Wealth Advisors LLC 770.01%0.04%0.09%Q1 2022Q3 20237
Diversified Portfolios, Inc. 770.10%0.49%1.19%Q1 2022Q3 20237
Concord Wealth Partners 770.06%2.20%2.75%Q1 2022Q3 20237
Congress Wealth Management LLC / DE / 770.39%0.91%1.55%Q1 2022Q3 20237
HB Wealth Management, LLC 770.02%0.02%0.03%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.14%0.44%0.82%Q4 2021Q3 20237
AWM CAPITAL, LLC 770.65%1.54%3.23%Q1 2022Q3 20237
McLean Asset Management Corp 770.28%1.14%1.76%Q2 2022Q4 20237
UBS Group AG 610.00%0.00%0.01%Q1 2020Q3 20237
Key FInancial Inc 770.00%0.00%0.00%Q1 2022Q3 20237
LIBRA WEALTH LLC 770.10%1.98%4.59%Q1 2022Q3 20237
CERTUITY, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
NWAM LLC 770.02%0.06%0.08%Q1 2022Q3 20237
Strategic Blueprint, LLC 770.17%0.22%0.26%Q1 2022Q3 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 610.03%0.04%0.04%Q4 2021Q3 20237
WealthPlan Investment Management, LLC 610.53%0.96%1.19%Q1 2022Q4 20237
All Season Financial Advisors, Inc. 430.30%0.50%0.64%Q4 2021Q3 20237
Opus Capital Group, LLC 771.24%1.42%1.52%Q1 2022Q3 20237
BAYSHORE ASSET MANAGEMENT, LLC 660.15%0.44%0.52%Q2 2022Q3 20236
Avestar Capital, LLC 330.03%0.83%2.06%Q1 2022Q3 20236
Passive Capital Management, LLC. 660.74%1.69%2.58%Q4 2021Q1 20236
Intelligent Financial Strategies 660.01%0.33%0.91%Q2 2022Q3 20236
Waverly Advisors, LLC 660.50%0.66%0.98%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.17%4.65%7.14%Q2 2022Q3 20236
Annex Advisory Services, LLC 662.61%3.71%5.83%Q2 2022Q3 20236
Waypoint Capital Advisors, LLC 663.13%3.82%4.61%Q2 2022Q3 20236
PCG Wealth Advisors, LLC 660.57%0.65%0.73%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 663.77%4.31%5.42%Q2 2022Q3 20236
WMS Partners, LLC 660.74%2.81%3.80%Q2 2022Q3 20236
Fortress Wealth Management, Inc. 662.57%2.91%3.23%Q2 2022Q3 20236
Forum Financial Management, LP 660.01%0.02%0.03%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
WealthPLAN Partners, LLC 510.53%0.88%1.04%Q1 2022Q4 20236
Sterneck Capital Management, LLC 660.21%0.68%1.59%Q2 2022Q3 20236
HARBOUR INVESTMENTS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q1 2021Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.03%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.02%0.03%0.05%Q2 2022Q3 20236
Wedmont Private Capital 660.07%0.26%0.34%Q2 2022Q3 20236
Seaside Wealth Management, Inc. 660.27%0.52%0.67%Q2 2022Q3 20236
Total Wealth Planning, LLC 660.12%1.32%1.88%Q2 2022Q3 20236
Greenspring Advisors, LLC 660.24%0.35%0.48%Q4 2021Q1 20236
COWA, LLC 510.05%0.17%0.42%Q3 2021Q1 20236
US BANCORP \DE\ 410.00%0.00%0.00%Q3 2021Q3 20236
Highland Financial Advisors, LLC 664.28%4.52%4.84%Q2 2022Q3 20236
EATON VANCE MANAGEMENT 660.00%0.00%0.00%Q4 2020Q1 20226
SAX WEALTH ADVISORS, LLC 660.17%0.25%0.28%Q2 2022Q3 20236
Advisory Services Network, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
WELLS FARGO & COMPANY/MN 660.00%0.00%0.01%Q2 2022Q3 20236
Silicon Hills Wealth Management, LLC 660.44%1.67%2.20%Q3 2021Q4 20226
WJ Interests, LLC 665.35%8.29%9.22%Q2 2022Q3 20236
CoreFirst Bank & Trust 550.06%1.24%2.12%Q3 2022Q3 20235
DOPKINS WEALTH MANAGEMENT, LLC 550.66%2.54%3.27%Q3 2022Q3 20235
GPS Wealth Strategies Group, LLC 320.00%0.00%0.00%Q2 2022Q3 20235
Avion Wealth 550.05%0.05%0.05%Q3 2022Q3 20235
Bridgewater Advisors Inc. 410.15%1.04%1.37%Q2 2022Q3 20235
Grove Bank & Trust 550.05%0.16%0.21%Q3 2022Q3 20235
Evensky & Katz LLC 550.10%0.10%0.11%Q3 2022Q3 20235
WEALTHSOURCE PARTNERS, LLC 550.02%0.05%0.11%Q3 2022Q3 20235
Savant Capital, LLC 550.05%7.52%10.90%Q3 2022Q3 20235
FLOW TRADERS U.S. LLC 210.02%0.13%0.52%Q3 2021Q3 20235
OneDigital Investment Advisors LLC 550.02%0.13%0.20%Q3 2022Q3 20235
Evanson Asset Management, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
KCS Wealth Advisory 550.10%0.12%0.13%Q2 2022Q2 20235
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.35%0.60%Q4 2021Q3 20235
Trilogy Capital Inc. 550.02%0.05%0.08%Q3 2022Q3 20235
BerganKDV Wealth Management, LLC 550.00%0.01%0.02%Q1 2021Q1 20225
Brown Financial Advisory 440.63%0.70%0.76%Q4 2022Q3 20234
6 Meridian 440.21%0.23%0.24%Q1 2021Q4 20214
UMB Bank, n.a. 440.00%0.00%0.01%Q4 2022Q3 20234
IEQ CAPITAL, LLC 440.03%0.04%0.05%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.03%0.06%0.07%Q4 2022Q3 20234
ATWOOD & PALMER INC 441.21%1.57%2.24%Q4 2022Q3 20234
Canvas Wealth Advisors, LLC 440.09%0.31%0.45%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q3 2021Q3 20224
Creative Planning 440.12%0.17%0.27%Q4 2022Q3 20234
Wealthfront Advisers LLC 310.00%0.00%0.00%Q3 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 442.11%2.15%2.19%Q4 2022Q3 20234
Corient Private Wealth LLC 440.09%0.10%0.11%Q4 2022Q3 20234
Prosperity Consulting Group, LLC 441.56%2.13%2.40%Q4 2022Q3 20234
Pacific Life Fund Advisors LLC 440.84%1.80%2.97%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 440.12%0.13%0.15%Q1 2022Q4 20224
BESSEMER GROUP INC 440.00%0.00%0.00%Q4 2021Q3 20224
Tillman Hartley LLC 440.28%0.29%0.29%Q4 2022Q3 20234
Haverford Trust Co 440.65%0.77%0.87%Q4 2022Q3 20234
Echo Wealth Management, LLC 444.41%4.75%4.91%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Verdence Capital Advisors LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Trellis Wealth Advisors LLC 442.45%2.63%2.76%Q4 2022Q3 20234
Disciplina Capital Management LLC 440.11%0.22%0.34%Q4 2022Q3 20234
Creative Capital Management Investments LLC 440.32%0.35%0.40%Q4 2022Q3 20234
Team Hewins, LLC 441.11%2.13%2.57%Q4 2022Q3 20234
Seed Wealth Management, Inc. 440.60%0.66%0.70%Q4 2022Q3 20234
Venturi Wealth Management, LLC 440.55%0.74%0.94%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.17%0.18%0.21%Q4 2022Q3 20234
Hoxton Planning & Management, LLC 440.41%0.47%0.52%Q4 2022Q3 20234
REDW Wealth LLC 440.22%0.61%1.06%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.23%0.31%0.41%Q4 2021Q3 20224
Cardinal Point Wealth Management LLC 440.19%0.21%0.23%Q4 2020Q3 20214
LexAurum Advisors, LLC 440.27%0.30%0.33%Q4 2022Q3 20234
Flagstone Financial Management 444.48%5.68%7.05%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.35%0.39%0.42%Q4 2022Q3 20234
Shone Asset Management LLC 441.66%1.92%2.13%Q1 2020Q4 20204
IHT Wealth Management, LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Ausdal Financial Partners, Inc. 440.27%0.31%0.33%Q4 2022Q3 20234
True Wealth Design, LLC 440.44%0.54%0.64%Q4 2022Q3 20234
FMR LLC 210.00%0.00%0.00%Q2 2020Q4 20224
Krilogy Financial LLC 440.02%0.03%0.04%Q2 2022Q1 20234
Symphony Financial, Ltd. Co. 440.11%0.33%0.58%Q4 2022Q3 20234
Willow Creek Wealth Management Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
Life Planning Partners, Inc 440.01%0.01%0.01%Q4 2021Q3 20224
QUARRY HILL ADVISORS, LLC 441.12%1.21%1.31%Q4 2022Q3 20234
First Ascent Asset Management, LLC 440.42%0.44%0.46%Q4 2022Q3 20234
Addison Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LAM GROUP, INC. 440.46%0.47%0.48%Q4 2022Q3 20234
EVOKE WEALTH, LLC 310.01%0.01%0.02%Q3 2022Q3 20234
Applied Capital LLC 440.23%0.25%0.27%Q1 2021Q4 20214
Shore Point Advisors, LLC 440.95%0.99%1.01%Q4 2022Q3 20234
Kelman-Lazarov, Inc. 441.21%1.28%1.34%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 443.00%3.23%3.44%Q4 2022Q3 20234
Atlas Wealth LLC 440.12%0.16%0.21%Q4 2022Q3 20234
Cardinal Point Capital Management ULC 440.13%0.17%0.25%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 441.72%1.78%1.85%Q4 2022Q3 20234
CREDIT SUISSE AG/ 330.00%0.00%0.01%Q3 2019Q1 20203
First Horizon Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 332.66%2.73%2.82%Q1 2023Q3 20233
Hightower 6M Holding, LLC 330.20%0.20%0.21%Q1 2022Q3 20223
Gateway Wealth Partners, LLC 330.12%0.19%0.22%Q1 2023Q3 20233
Glenview Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Tanglewood Legacy Advisors, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Fragasso Group Inc. 330.54%0.55%0.55%Q2 2023Q4 20233
Westside Investment Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.44%0.46%0.48%Q1 2023Q3 20233
ADVISOR PARTNERS LLC 330.03%0.03%0.03%Q4 2021Q2 20223
FAS Wealth Partners, Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
Mariner, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
NewEdge Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
KESTRA PRIVATE WEALTH SERVICES, LLC 330.03%0.05%0.06%Q4 2021Q2 20223
Geneos Wealth Management Inc. 330.05%0.06%0.07%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Armbruster Capital Management, Inc. 330.43%0.45%0.46%Q1 2023Q3 20233
WealthShield Partners, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jacobi Capital Management LLC 330.08%0.09%0.09%Q1 2023Q3 20233
CREATIVE FINANCIAL DESIGNS INC /ADV 330.01%0.01%0.01%Q1 2023Q3 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.03%0.54%0.84%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.14%0.17%0.20%Q1 2023Q3 20233
Lauterbach Financial Advisors, LLC 330.17%0.18%0.18%Q1 2023Q3 20233
Mach-1 Financial Group, LLC 210.00%0.01%0.02%Q2 2022Q1 20233
Renaissance Technologies 330.00%0.00%0.00%Q2 2022Q4 20223
Foundations Investment Advisors, LLC 330.22%0.25%0.26%Q1 2023Q3 20233
CWM, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Good Life Advisors, LLC 330.12%0.14%0.15%Q1 2023Q3 20233
BOKF, NA 210.00%0.00%0.01%Q2 2022Q3 20233
DOWLING & YAHNKE LLC 210.01%0.01%0.02%Q4 2021Q3 20223
JRM Investment Counsel, LLC 330.91%2.07%2.78%Q1 2023Q3 20233
Morton Brown Family Wealth, LLC 330.98%4.19%7.62%Q1 2023Q3 20233
Kingsview Wealth Management, LLC 330.07%0.08%0.09%Q2 2022Q4 20223
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Carmichael Hill & Associates, Inc. 330.00%0.00%0.01%Q1 2023Q3 20233
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
MML INVESTORS SERVICES, LLC 210.00%0.02%0.03%Q4 2022Q3 20233
AIRE ADVISORS, LLC 332.21%2.32%2.48%Q1 2023Q3 20233
Haverford Financial Services, Inc. 330.08%0.08%0.08%Q1 2023Q3 20233
WESPAC Advisors SoCal, LLC 330.59%0.66%0.74%Q1 2023Q3 20233
Aprio Wealth Management, LLC 330.21%5.49%8.45%Q1 2023Q3 20233
Brainard Capital Management LLC 220.24%0.24%0.25%Q4 2022Q1 20232
Summit X, LLC 220.10%0.12%0.15%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Abacus Wealth Partners, LLC 220.42%0.50%0.57%Q3 2021Q4 20212
Apollon Wealth Management, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
TCG Advisory Services, LLC 223.28%3.34%3.39%Q2 2023Q3 20232
Caprock Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
AlphaQ Advisors LLC 220.15%0.22%0.30%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Certified Advisory Corp 220.26%0.41%0.55%Q2 2023Q3 20232
FIFTH THIRD BANCORP 220.04%0.05%0.06%Q2 2023Q3 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Cypress Point Wealth Management, LLC 220.39%0.48%0.57%Q2 2023Q3 20232
MAGNOLIA CAPITAL ADVISORS LLC 220.10%0.11%0.11%Q3 2021Q4 20212
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
Northwest Capital Management Inc 220.04%0.04%0.04%Q2 2023Q3 20232
QUADRANT CAPITAL GROUP LLC 220.01%0.01%0.01%Q4 2020Q1 20212
CreativeOne Wealth, LLC 220.01%0.02%0.02%Q2 2021Q3 20212
Orion Capital Management LLC 220.17%0.29%0.41%Q2 2023Q3 20232
TUCKER ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Cresset Asset Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.81%0.83%0.85%Q2 2023Q3 20232
Cetera Advisor Networks LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Destiny Wealth Partners, LLC 222.17%2.19%2.21%Q2 2023Q3 20232
McIlrath & Eck, LLC 220.02%0.08%0.14%Q2 2023Q3 20232
USAdvisors Wealth Management, LLC 220.10%0.11%0.11%Q2 2023Q3 20232
Rockbridge Investment Management, LCC 220.01%0.01%0.01%Q3 2021Q4 20212
LIBERTY WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Personal Capital Advisors Corp 220.00%0.00%0.00%Q3 2021Q4 20212
WEST PACES ADVISORS INC. 223.21%3.35%3.49%Q2 2023Q3 20232
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q4 2021Q1 20232
Austin Asset Management Co Inc 220.07%0.08%0.09%Q2 2023Q3 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q3 2022Q3 20232
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Gradient Capital Advisors, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Index Fund Advisors, Inc. 110.02%0.02%0.02%Q1 2023Q1 20231
Starfox Financial Services, LLC 114.16%4.16%4.16%Q3 2023Q3 20231
MANAGED ACCOUNT SERVICES INC 110.06%0.06%0.06%Q3 2021Q3 20211
Robertson Stephens Wealth Management, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Strategic Wealth Investment Group, LLC 110.21%0.21%0.21%Q2 2022Q2 20221
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
WCG Wealth Advisors LLC 110.30%0.30%0.30%Q3 2023Q3 20231
Headlands Technologies LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2023Q2 20231
Valmark Advisers, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Wealthstream Advisors, Inc. 110.11%0.11%0.11%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
RS CRUM INC. 110.16%0.16%0.16%Q2 2022Q2 20221
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
VISTA CAPITAL PARTNERS, INC. 110.03%0.03%0.03%Q4 2021Q4 20211
Wealth Management Partners, LLC 113.00%3.00%3.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.64%0.64%0.64%Q4 2023Q4 20231
PRIVATE CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Stewardship Advisors, LLC 114.58%4.58%4.58%Q3 2023Q3 20231
Equita Financial Network, Inc. 113.12%3.12%3.12%Q3 2023Q3 20231
ShoreHaven Wealth Partners, LLC 111.93%1.93%1.93%Q3 2023Q3 20231
Mendota Financial Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
CITIGROUP INC 110.00%0.00%0.00%Q2 2021Q2 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Brinker Capital Investments, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Relaxing Retirement Coach 110.14%0.14%0.14%Q2 2023Q2 20231
FLAGSTAR ADVISORS INC 110.13%0.13%0.13%Q3 2023Q3 20231
GTS SECURITIES LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Heritage Financial Services, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
Gradient Investments LLC 110.00%0.00%0.00%Q3 2021Q3 20211
TFB Advisors LLC 110.28%0.28%0.28%Q2 2023Q2 20231
Cerity Partners LLC 110.42%0.42%0.42%Q3 2023Q3 20231
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
PRUDENTIAL FINANCIAL INC 110.00%0.00%0.00%Q3 2023Q3 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
AXXCESS WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
M&T BANK CORP 110.00%0.00%0.00%Q1 2022Q1 20221
Accel Wealth Management 110.12%0.12%0.12%Q2 2023Q2 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Align Wealth Management, LLC 110.51%0.51%0.51%Q4 2022Q4 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2023Q1 20231
Lido Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
ADVISOR PARTNERS II, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Grey Fox Wealth Advisors, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Steward Financial Group LLC 110.15%0.15%0.15%Q3 2023Q3 20231
BALASA DINVERNO & FOLTZ LLC 110.86%0.86%0.86%Q3 2022Q3 20221
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Financial Futures Ltd Liability Co. 110.82%0.82%0.82%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q1 2023Q1 20231
External links

This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.