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icono de AVMV

Avantis US Mid Cap Value ETF
AVMV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Evensky & Katz
1
Evensky & Katz
Florida
USD 60.7 M +USD 1.32 M +16,803 +2%
EW
2
Enzi Wealth
Texas
USD 57.7 M +USD 3.05 M +38,894 +6%
American Century Companies
3
American Century Companies
Missouri
USD 44 M +USD 8.32 M +106,041 +24%
Eclectic Associates
4
Eclectic Associates
California
USD 39.2 M +USD 6.15 M +78,397 +19%
Moisand Fitzgerald Tamayo
5
Moisand Fitzgerald Tamayo
Florida
USD 36.5 M +USD 687 k +8,755 +2%
Three Arch Wealth Management
6
Three Arch Wealth Management
California
USD 32.3 M +USD 1.38 M +17,657 +5%
Falcon Wealth Planning
7
Falcon Wealth Planning
California
USD 26.3 M +USD 672 k +8,567 +3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
USD 23.8 M +USD 5.1 M +65,036 +28%
LPL Financial
9
LPL Financial
California
USD 18.2 M +USD 8.36 M +106,613 +90%
Commerce Bank
10
Commerce Bank
Missouri
USD 16.3 M +USD 6.15 M +78,383 +63%
Financial Management Network
11
Financial Management Network
California
USD 15.3 M +USD 3.25 M +41,398 +28%
Family Investment Center
12
Family Investment Center
Missouri
USD 13.9 M +USD 946 k +12,058 +7%
PP
13
Prosperity Planning
Missouri
USD 12.7 M +USD 894 k +11,395 +8%
Morgan Stanley
14
Morgan Stanley
New York
USD 11.1 M +USD 10.8 M +137,425 +624,659%
WFA
15
WMG Financial Advisors
Tennessee
USD 11 M -USD 153 k -1,950 -1%
IHT Wealth Management
16
IHT Wealth Management
Illinois
USD 9.7 M +USD 58.5 k +746 +0.6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
USD 9.03 M +USD 3.18 M +40,498 +57%
Corient Private Wealth
18
Corient Private Wealth
Florida
USD 8.9 M +USD 3.85 M +49,112 +80%
RWM
19
Rialto Wealth Management
New York
USD 8.34 M +USD 386 k +4,918 +5%
Quadcap Wealth Management
20
Quadcap Wealth Management
Texas
USD 8.11 M +USD 157 k +2,008 +2%
BDWCC
21
B&D White Capital Company
Texas
USD 7.81 M -USD 1.06 M -13,564 -12%
TFG
22
Team Financial Group
California
USD 7.76 M +USD 376 k +4,789 +5%
Maridea Wealth Management
23
Maridea Wealth Management
New York
USD 6.74 M +USD 200 k +2,547 +3%
Allegheny Financial Group
24
Allegheny Financial Group
Pennsylvania
USD 6.52 M +USD 5.1 M +64,981 +408%
Farther Finance Advisors
25
Farther Finance Advisors
California
USD 5.09 M +USD 641 k +8,172 +15%
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