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Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND

Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$499M – – –
AAS
2
Annex Advisory Services
Wisconsin
$411M +$26.6M +1,223,743 +7%
CWM
3
Cahaba Wealth Management
Georgia
$186M +$8.31M +382,419 +5%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$177M +$17.5M +806,012 +11%
MFG
5
Merit Financial Group
Georgia
$144M +$4.92M +226,770 +4%
1WM
6
1900 Wealth Management
Texas
$89.2M -$5.99M -275,801 -6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$58M +$19.7M +908,934 +52%
Osaic Holdings
8
Osaic Holdings
Arizona
$45.3M +$664K +30,579 +1%
Truist Financial
9
Truist Financial
North Carolina
$40M +$6.58M +302,843 +20%
GA
10
Goldstein Advisors
Wisconsin
$39.6M +$2.86M +131,835 +8%
MWP
11
Madison Wealth Partners
Wisconsin
$37.1M +$2.26M +103,945 +6%
Corient Private Wealth
12
Corient Private Wealth
Florida
$32.3M +$6M +276,364 +23%
CCWM
13
Correct Capital Wealth Management
Missouri
$25.5M +$226K +10,405 +0.9%
AAP
14
Arax Advisory Partners
Colorado
$11.7M +$11.7M +540,076 New
Goldman Sachs
15
Goldman Sachs
New York
$9.31M +$9.3M +428,401 New
Wells Fargo
16
Wells Fargo
California
$8.94M +$8.73M +401,974 +4,245%
APFP
17
Action Point Financial Planning
Michigan
$8.18M +$8.17M +376,350 New
ERWM
18
Elk River Wealth Management
Colorado
$7.15M -$698K -32,124 -9%
II
19
Impact Investors
California
$6.61M +$1M +46,092 +18%
LPL Financial
20
LPL Financial
California
$5.93M +$2.64M +121,732 +80%
Raymond James Financial
21
Raymond James Financial
Florida
$5.63M +$4.14M +190,794 +280%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.9M +$4.44M +204,398 +963%
OIA
23
OneDigital Investment Advisors
Kansas
$4.4M +$578K +26,597 +15%
TF
24
Tandem Financial
Colorado
$2.31M +$488K +22,466 +27%
CWM
25
Cornerstone Wealth Management
Missouri
$1.37M +$1.37M +62,911 New
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