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Avantis US Large Cap Equity ETF
AVLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Oak Root LLC
1
Oak Root LLC
California
USD 181 M -USD 29.6 M -342,732 -15%
Hills Bank & Trust
2
Hills Bank & Trust
Iowa
USD 101 M -USD 5.43 M -62,841 -5%
Beaird Harris Wealth Management
3
Beaird Harris Wealth Management
Texas
USD 75.7 M +USD 8.36 M +96,843 +13%
Pacific Life Fund Advisors
4
Pacific Life Fund Advisors
California
USD 66.5 M -USD 5.24 M -60,660 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 63.6 M +USD 6.68 M +77,317 +12%
Grimes & Company
6
Grimes & Company
Massachusetts
USD 44.4 M +USD 4.27 M +49,480 +11%
CPWM
7
Cypress Point Wealth Management
Texas
USD 43.4 M -USD 1.25 M -14,506 -3%
Park Avenue Securities
8
Park Avenue Securities
New York
USD 43.2 M +USD 4.77 M +55,291 +13%
RW
9
Ridgeline Wealth
Arizona
USD 40.5 M +USD 92.3 k +1,069 +0.2%
LPL Financial
10
LPL Financial
California
USD 38 M -USD 2.03 M -23,530 -5%
Global Strategic Investment Solutions
11
Global Strategic Investment Solutions
Arizona
USD 37.3 M +USD 16.9 M +195,723 +89%
Simplicity Wealth
12
Simplicity Wealth
New Jersey
USD 34.2 M +USD 772 k +8,945 +2%
Well Done LLC
13
Well Done LLC
Michigan
USD 32.7 M +USD 2.09 M +24,237 +7%
JP Morgan Chase
14
JP Morgan Chase
New York
USD 32 M -USD 279 k -3,233 -0.9%
Allworth Financial
15
Allworth Financial
California
USD 29.1 M +USD 6.05 M +70,116 +28%
NA
16
Networth Advisors
Pennsylvania
USD 23.3 M +USD 1.44 M +16,689 +7%
Vestmark Advisory Solutions
17
Vestmark Advisory Solutions
Massachusetts
USD 21.9 M +USD 19.4 M +224,156 +1,158%
OneDigital Investment Advisors
18
OneDigital Investment Advisors
Kansas
USD 20.7 M +USD 321 k +3,713 +2%
FAS Wealth Partners
19
FAS Wealth Partners
Kansas
USD 20.6 M +USD 417 k +4,829 +2%
American Century Companies
20
American Century Companies
Missouri
USD 19.6 M +USD 18.9 M +218,405 Nuevas
Holistic Planning
21
Holistic Planning
Texas
USD 19.5 M +USD 10.9 M +125,658 +138%
FI
22
Financial Insights
Washington
USD 18.6 M +USD 17.8 M +206,355 Nuevas
AE Wealth Management
23
AE Wealth Management
Kansas
USD 16.2 M +USD 2.56 M +29,646 +20%
Cresset Asset Management
24
Cresset Asset Management
Illinois
USD 15.7 M +USD 2.9 M +33,562 +24%
BFG
25
Buttonwood Financial Group
Missouri
USD 15.3 M -USD 545 k -6,310 -4%
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