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American Century Diversified Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.9M +$11.4M +233,497 +17%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$34.9M +$7.74M +158,478 +30%
CI
3
CX Institutional
Indiana
$20.1M -$3.08M -63,060 -14%
LPL Financial
4
LPL Financial
California
$18.5M +$581K +11,905 +3%
GA
5
Goldstein Advisors
Wisconsin
$16.7M +$352K +7,199 +2%
PAG
6
Private Advisor Group
New Jersey
$10M -$221K -4,532 -2%
OIA
7
OneDigital Investment Advisors
Kansas
$9.87M -$6.18M -126,460 -39%
SA
8
Stewardship Advisors
Pennsylvania
$8.01M +$1.42K +29 +0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.89M +$6.61M +135,271 New
Morgan Stanley
10
Morgan Stanley
New York
$6.68M +$232K +4,744 +4%
Truist Financial
11
Truist Financial
North Carolina
$6.61M -$170K -3,481 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.79M -$1.96M -40,041 -26%
AI
13
Atria Investments
North Carolina
$5.41M +$1.46M +29,905 +39%
IA
14
IFP Advisors
Florida
$4.84M +$2.82M +57,742 +155%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.23M +$32.5K +665 +0.8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.2M +$166K +3,402 +4%
VWA
17
Visionary Wealth Advisors
Illinois
$3.74M +$2.2M +44,992 +158%
GAM
18
GEM Asset Management
Michigan
$3.26M +$314K +6,434 +11%
IWM
19
IHT Wealth Management
Illinois
$3.16M +$120K +2,464 +4%
CCM
20
Condor Capital Management
New Jersey
$3.14M -$3.46M -70,910 -54%
CAC
21
Certified Advisory Corp
Florida
$2.97M +$100K +2,055 +4%
LWMNY
22
Landmark Wealth Management (New York)
New York
$2.44M +$662K +13,554 +39%
FWP
23
FAS Wealth Partners
Kansas
$2.17M -$164K -3,348 -7%
MA
24
Mutual Advisors
Nebraska
$2.1M +$1.37M +27,959 +211%
BCI
25
Brinker Capital Investments
Pennsylvania
$2.06M -$201K -4,108 -9%