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Avantis US Small Cap Equity ETF
AVSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Waypoint Capital Advisors
1
Waypoint Capital Advisors
Minnesota
USD 6.92 M +USD 420 k +9,626 +6%
Beaird Harris Wealth Management
2
Beaird Harris Wealth Management
Texas
USD 4.41 M +USD 2.79 M +63,992 +135%
JP Morgan Private Wealth Advisors
3
JP Morgan Private Wealth Advisors
California
USD 1.81 M +USD 790 k +18,130 +65%
ML&R Wealth Management
4
ML&R Wealth Management
Texas
USD 1.67 M +USD 340 k +7,797 +23%
CPWM LLC
5
CPWM LLC
Washington
USD 1.21 M +USD 612 k +14,045 +85%
Moisand Fitzgerald Tamayo
6
Moisand Fitzgerald Tamayo
Florida
USD 608 k +USD 189 k +4,331 +39%
Plancorp LLC
7
Plancorp LLC
Missouri
USD 606 k – – –
Collective Family Office
8
Collective Family Office
Pennsylvania
USD 601 k +USD 151 k +3,468 +30%
Jane Street
9
Jane Street
New York
USD 553 k +USD 610 k +13,990 Nuevas
Truist Financial
10
Truist Financial
North Carolina
USD 256 k +USD 281 k +6,459 Nuevas
WMS Partners
11
WMS Partners
Maryland
USD 248 k +USD 274 k +6,280 Nuevas
Level Financial Advisors
12
Level Financial Advisors
New York
USD 221 k +USD 199 k +4,555 +437%
Websterrogers Financial Advisors
13
Websterrogers Financial Advisors
South Carolina
USD 203 k +USD 223 k +5,128 Nuevas
Tortoise Investment Management
14
Tortoise Investment Management
New York
USD 109 k +USD 17.2 k +395 +17%
Cardiff Park Advisors
15
Cardiff Park Advisors
California
USD 92 k – – –
Harbour Investments
16
Harbour Investments
Wisconsin
USD 86 k – – –
UBS Group
17
UBS Group
Switzerland
USD 12 k -USD 12 k -275 -48%
PrairieView Partners
18
PrairieView Partners
Minnesota
USD 2 k – – –
Bridgewater Advisors
19
Bridgewater Advisors
New York
– -USD 388 k -9,467 Cerradas
Life Planning Partners
20
Life Planning Partners
Florida
– -USD 24 k -590 Cerradas