AMERICAN CENTY ETF TR

Ticker: AVMV CUSIP: 025072133 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Evensky & Katz LLC725,469$52
ENZI WEALTH632,886$47,150
Moisand Fitzgerald Tamayo, LLC443,990$31,612
Three Arch Wealth Management LLC371,782$26,471
AMERICAN CENTURY COMPANIES INC355,175$25,288
ECLECTIC ASSOCIATES INC /ADV282,746$20,132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO221,857$15,796
WMG Financial Advisors, LLC137,911$9,819
Prosperity Planning, Inc.132,687$9,447
FINANCIAL MANAGEMENT NETWORK INC131,235$9,492
LPL Financial LLC95,430$6,795
Quadcap Wealth Management, LLC93,719$6,661
Team Financial Group, LLC89,556$6,376
FineMark National Bank & Trust81,937$5,834
Rialto Wealth Management, LLC72,996$5,197
Maridea Wealth Management LLC66,449$4,731
Farther Finance Advisors, LLC54,197$3,859
PNC Financial Services Group, Inc.44,450$3,165
Premier Path Wealth Partners, LLC36,648$2,609
Corient Private Wealth LLC30,850$2,198
FIRST NATIONAL BANK SIOUX FALLS30,296$2,157
Triangle Securities Wealth Management27,592$1,965
Chicago Partners Investment Group LLC26,762$1,992
Haven Private, LLC22,090$1,573
B&D White Capital Company, LLC21,555$1,535
OSAIC HOLDINGS, INC.19,094$1,360
PEAPACK GLADSTONE FINANCIAL CORP19,053$1
Nvest Wealth Strategies, Inc.14,560$1,037
ENVESTNET ASSET MANAGEMENT INC13,580$967
Herold Advisors, Inc.12,680$903
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,202$869
Legacy Capital Wealth Partners, LLC12,030$857
Kestra Advisory Services, LLC9,422$671
Wedmont Private Capital9,215$673
Beacon Pointe Advisors, LLC7,650$545
PACES FERRY WEALTH ADVISORS, LLC6,816$485
Signature Resources Capital Management, LLC6,644$473
ProCore Advisors, LLC6,465$460
Savant Capital, LLC6,359$453
CITADEL ADVISORS LLC6,323$450
Plancorp, LLC6,310$449
Global Retirement Partners, LLC5,977$426
SEEDS INVESTOR LLC5,139$366
Private Advisor Group, LLC5,036$359
Equitable Holdings, Inc.4,693$334
Advisory Services Network, LLC4,456$317
Stegent Equity Advisors, Inc.4,256$303
Capital Analysts, LLC4,115$0
Gladstone Institutional Advisory LLC3,934$280
Paragon Advisors, LLC3,716$265
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,689$120
HARBOR INVESTMENT ADVISORY, LLC1,200$85
FAS Wealth Partners, Inc.798$57
PRIVATE TRUST CO NA750$53
IFP Advisors, Inc630$45
Clearstead Advisors, LLC586$42
McIlrath & Eck, LLC423$30
KELLEHER FINANCIAL ADVISORS414$30
MAI Capital Management294$21
1620 INVESTMENT ADVISORS, INC.160$11
Rossby Financial, LCC108$8
Allworth Financial LP50$4
CREATIVE FINANCIAL DESIGNS INC /ADV30$2
MORGAN STANLEY22$2
Lodestone Wealth Management LLC10$1
Total (65 institutions)4,447,154$265,718