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icono de AVMA

Avantis Moderate Allocation ETF
AVMA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CPW
1
Cogent Private Wealth
Florida
USD 10.6 M +USD 2.47 M +34,466 +31%
Great Point Wealth Advisors
2
Great Point Wealth Advisors
Massachusetts
USD 6.62 M -USD 2.93 k -41 -0%
LPL Financial
3
LPL Financial
California
USD 2.32 M -USD 282 k -3,944 -11%
CF
4
Crosspoint Financial
California
USD 1.25 M -USD 284 k -3,970 -19%
Diversify Wealth Management
5
Diversify Wealth Management
Utah
USD 1.19 M +USD 96.7 k +1,351 +9%
Diversify Advisory Services
6
Diversify Advisory Services
Utah
USD 1.19 M +USD 1.17 M +16,395 Nuevas
VF
7
Vawter Financial
Ohio
USD 1.14 M +USD 17 k +238 +2%
IWS
8
Integrity Wealth Solutions
Colorado
USD 1.09 M +USD 114 k +1,588 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 1 M +USD 254 k +3,555 +35%
Versant Capital Management
10
Versant Capital Management
Arizona
USD 801 k -USD 238 k -3,325 -23%
OC
11
OceanIQ Capital
California
USD 523 k +USD 507 k +7,084 Nuevas
Plancorp LLC
12
Plancorp LLC
Missouri
USD 286 k +USD 14.3 k +200 +5%
Arlington Financial Advisors
13
Arlington Financial Advisors
California
USD 272 k +USD 3.94 k +55 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 270 k +USD 11 k +154 +4%
MW
15
Marrick Wealth
California
USD 249 k +USD 245 k +3,418 Nuevas
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 245 k -USD 1.57 k -22 -0.6%
Werba Rubin Papier Wealth Management
17
Werba Rubin Papier Wealth Management
California
USD 227 k -USD 14.5 k -203 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 215 k +USD 211 k +2,951 Nuevas
Integrated Advisors Network
19
Integrated Advisors Network
Texas
USD 207 k +USD 203 k +2,837 Nuevas
RF
20
Robinswood Financial
Washington
USD 79.3 k +USD 49 k +685 +170%
Farther Finance Advisors
21
Farther Finance Advisors
California
USD 43.7 k – – –
MWM
22
Mosley Wealth Management
California
USD 39.3 k +USD 38.6 k +539 Nuevas
EverSource Wealth Advisors
23
EverSource Wealth Advisors
Alabama
USD 22.3 k +USD 143 +2 +0.7%
Harbour Investments
24
Harbour Investments
Wisconsin
USD 3.94 k +USD 3.86 k +54 Nuevas
Atomic Invest
25
Atomic Invest
New York
USD 3.53 k +USD 3.51 k +49 Nuevas
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