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icono de AVMC

Avantis US Mid Cap Equity ETF
AVMC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Elwood & Goetz Wealth Advisory Group
1
Elwood & Goetz Wealth Advisory Group
Georgia
USD 35.4 M +USD 1.66 M +21,433 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 33 M +USD 22.6 M +291,139 +243%
Berger Financial Group
3
Berger Financial Group
Minnesota
USD 21.6 M +USD 1.96 M +25,332 +10%
LPL Financial
4
LPL Financial
California
USD 19.9 M +USD 9.8 M +125,957 +103%
Tarbox Family Office
5
Tarbox Family Office
California
USD 19.3 M +USD 6.15 M +79,406 +49%
WMP
6
Wealth Management Partners
Arizona
USD 17.5 M +USD 87.5 k +1,130 +0.5%
NA
7
Networth Advisors
Pennsylvania
USD 15.2 M +USD 854 k +11,029 +6%
American Century Companies
8
American Century Companies
Missouri
USD 15.1 M +USD 2.19 M +28,248 +18%
CGN Advisors
9
CGN Advisors
Kansas
USD 14.5 M +USD 1.19 M +15,386 +9%
EFP
10
Envision Financial Planning
Tennessee
USD 11.5 M +USD 127 k +1,644 +1%
AE Wealth Management
11
AE Wealth Management
Kansas
USD 11.3 M +USD 2.18 M +28,076 +25%
Morgan Stanley
12
Morgan Stanley
New York
USD 10.2 M +USD 9.8 M +125,930 +11,903%
TPW
13
Tiller Private Wealth
Pennsylvania
USD 8.96 M +USD 478 k +6,171 +6%
Bleakley Financial Group
14
Bleakley Financial Group
New Jersey
USD 8.14 M +USD 6.07 M +78,356 +339%
Independent Advisor Alliance
15
Independent Advisor Alliance
North Carolina
USD 8.12 M -USD 1.14 M -14,650 -13%
Corient Private Wealth
16
Corient Private Wealth
Florida
USD 7.17 M +USD 6.93 M +89,404 Nuevas
MFG
17
Mendota Financial Group
Wisconsin
USD 7.14 M +USD 1.58 M +20,409 +30%
Chicago Partners Investment Group
18
Chicago Partners Investment Group
Illinois
USD 5.41 M +USD 65.2 k +842 +1%
Kestra Advisory Services
19
Kestra Advisory Services
Texas
USD 4.15 M -USD 38.8 k -501 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 4.05 M +USD 165 k +2,128 +4%
&Partners
21
&Partners
Tennessee
USD 4.03 M +USD 140 k +1,803 +4%
LexAurum Advisors
22
LexAurum Advisors
Kansas
USD 3.85 M +USD 350 k +4,512 +10%
Commerce Bank
23
Commerce Bank
Missouri
USD 3.4 M +USD 1.92 M +24,739 +141%
CFS Investment Advisory Services
24
CFS Investment Advisory Services
New Jersey
USD 3.1 M +USD 83.1 k +1,073 +3%
Glenview Trust
25
Glenview Trust
Kentucky
USD 3.07 M +USD 2.96 M +38,225 Nuevas
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