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Avantis US Small Cap Equity ETF
AVSC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
USD 646 M +USD 70.3 M +1,331,635 +13%
Mason Investment Advisory Services
2
Mason Investment Advisory Services
Virginia
USD 180 M +USD 590 k +11,177 +0.3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
USD 43.7 M +USD 3.96 M +75,117 +10%
Elwood & Goetz Wealth Advisory Group
4
Elwood & Goetz Wealth Advisory Group
Georgia
USD 29.2 M +USD 1.84 M +34,776 +7%
Atlantic Union Bankshares
5
Atlantic Union Bankshares
Virginia
USD 29 M +USD 1.66 M +31,515 +6%
AE Wealth Management
6
AE Wealth Management
Kansas
USD 16 M +USD 15.7 M +297,066 Nuevas
American Century Companies
7
American Century Companies
Missouri
USD 15.3 M +USD 1.46 M +27,641 +11%
LPL Financial
8
LPL Financial
California
USD 15 M +USD 861 k +16,317 +6%
Pacific Life Fund Advisors
9
Pacific Life Fund Advisors
California
USD 14.4 M +USD 8.87 M +168,005 +169%
West Paces Advisors
10
West Paces Advisors
Georgia
USD 13.7 M +USD 324 k +6,137 +2%
FAS Wealth Partners
11
FAS Wealth Partners
Kansas
USD 13.1 M +USD 288 k +5,459 +2%
Corient Private Wealth
12
Corient Private Wealth
Florida
USD 12.2 M +USD 1.74 M +33,053 +17%
Wheelhouse Advisory Group
13
Wheelhouse Advisory Group
Missouri
USD 10.8 M +USD 351 k +6,657 +6%
Berger Financial Group
14
Berger Financial Group
Minnesota
USD 10.8 M +USD 10.5 M +199,739 Nuevas
OneDigital Investment Advisors
15
OneDigital Investment Advisors
Kansas
USD 10 M +USD 194 k +3,671 +2%
Waypoint Capital Advisors
16
Waypoint Capital Advisors
Minnesota
USD 10 M +USD 31.5 k +597 +0.3%
Freedom Investment Management
17
Freedom Investment Management
Connecticut
USD 9.5 M +USD 9.3 M +176,230 Nuevas
Aveo Capital Partners
18
Aveo Capital Partners
Colorado
USD 9 M +USD 476 k +9,017 +6%
Foundations Investment Advisors
19
Foundations Investment Advisors
Arizona
USD 8.68 M +USD 1.69 M +32,020 +25%
Simplicity Wealth
20
Simplicity Wealth
New Jersey
USD 8.16 M +USD 7.11 M +134,770 +823%
Prevail Innovative Wealth Advisors
21
Prevail Innovative Wealth Advisors
Kansas
USD 7.99 M +USD 2.23 M +42,182 +40%
Park Avenue Securities
22
Park Avenue Securities
New York
USD 6.83 M +USD 739 k +13,995 +12%
Beaird Harris Wealth Management
23
Beaird Harris Wealth Management
Texas
USD 6.8 M -USD 50.1 k -949 -0.7%
Websterrogers Financial Advisors
24
Websterrogers Financial Advisors
South Carolina
USD 5.26 M +USD 67.4 k +1,277 +1%
CAP Partners LLC
25
CAP Partners LLC
Tennessee
USD 4.67 M +USD 181 k +3,433 +4%
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