| Rank | ETF | Shares | Market Value | Weight % in ETF |
|---|---|---|---|---|
| 1 | AVGE | 833.46K | 59.28M | 42.89% |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | CREATIVE PLANNING | 4.14M | 4.14M Increased by +100.00% | Dec 31, 22 |
| 2 | WIPFLI FINANCIAL ADVISORS LLC, | 2.26M | 431.59K Increased by +19.12% | Sep 30, 22 |
| 3 | PACIFIC LIFE FUND ADVISORS LLC | 2.08M | 2.08M Increased by +100.00% | Dec 31, 22 |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.92M | 409.27K Increased by +21.36% | Dec 31, 22 |
| 5 | HIGHTOWER ADVISORS, LLC | 1.42M | 207.33K Increased by +14.60% | Dec 31, 22 |
| 6 | ALLWORTH FINANCIAL LP | 1.16M | 101.64K Increased by +8.79% | Dec 31, 22 |
| 7 | RVW WEALTH, LLC | 1.07M | 348.82K Increased by +32.74% | Dec 31, 22 |
| 8 | LPL FINANCIAL LLC | 874.26K | 132.62K Increased by +15.17% | Dec 31, 22 |
| 9 | VISTA WEALTH MANAGEMENT GROUP, LLC | 819.50K | 108.35K Increased by +13.22% | Dec 31, 22 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 816.64K | 354.71K Increased by +43.44% | Dec 31, 22 |
| 11 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 779.67K | 245.67K Increased by +31.51% | Dec 31, 22 |
| 12 | WAYPOINT WEALTH PARTNERS INC. | 733.91K | 97.17K Increased by +13.24% | Dec 31, 22 |
| 13 | BCR WEALTH STRATEGIES, LLC | 656.72K | 24.34K Increased by +3.71% | Dec 31, 22 |
| 14 | BCR WEALTH STRATEGIES, LLC | 632.37K | 19.66K Increased by +3.11% | Sep 30, 22 |
| 15 | MODERA WEALTH MANAGEMENT, LLC | 549.35K | 190.81K Increased by +34.73% | Dec 31, 22 |
| 16 | WERBA RUBIN PAPIER WEALTH MANAGEMENT | 533.36K | 533.36K Increased by +100.00% | Dec 31, 22 |
| 17 | QUANTUM FINANCIAL ADVISORS, LLC | 528.74K | 128.01K Increased by +24.21% | Dec 31, 22 |
| 18 | GREAT POINT WEALTH ADVISORS, LLC | 513.00K | 25.43K Increased by +4.96% | Dec 31, 22 |
| 19 | SMITH ANGLIN FINANCIAL, LLC | 510.12K | 8.15K Increased by +1.60% | Dec 31, 22 |
| 20 | PLANCORP, LLC | 509.18K | -2.98K Decreased by -0.59% | Dec 31, 22 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 1.35M | -23.69K Decreased by -1.75% | Apr 30, 23 |