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icono de AVSD

Avantis Responsible International Equity ETF
AVSD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MASECO Private Wealth
1
MASECO Private Wealth
USD 44.6 M +USD 42 M +660,004 Nuevas
Willow Creek Wealth Management
2
Willow Creek Wealth Management
California
USD 14.6 M +USD 832 k +13,066 +6%
Clarity Asset Management
3
Clarity Asset Management
Iowa
USD 14 M +USD 1.18 M +18,553 +10%
Corient Private Wealth
4
Corient Private Wealth
Florida
USD 9.6 M -USD 1.72 M -27,038 -16%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
USD 4.51 M -USD 145 k -2,277 -3%
Longview Asset Management (New Mexico)
6
Longview Asset Management (New Mexico)
New Mexico
USD 4.36 M -USD 171 k -2,684 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 3.96 M +USD 73.5 k +1,155 +2%
Waverly Advisors
8
Waverly Advisors
Alabama
USD 3.73 M -USD 28 k -439 -0.8%
Riverwater Partners
9
Riverwater Partners
Wisconsin
USD 3.53 M +USD 933 k +14,647 +39%
HighTower Advisors
10
HighTower Advisors
Illinois
USD 3.18 M -USD 351 k -5,520 -10%
LPL Financial
11
LPL Financial
California
USD 2.22 M +USD 1.73 M +27,237 +484%
Wealthstream Advisors
12
Wealthstream Advisors
New York
USD 2.12 M -USD 45.9 k -721 -2%
HUB Investment Partners
13
HUB Investment Partners
Texas
USD 2.04 M +USD 1.93 M +30,234 Nuevas
Trademark Financial Management
14
Trademark Financial Management
Minnesota
USD 1.79 M +USD 155 k +2,429 +10%
Trellis Wealth Advisors
15
Trellis Wealth Advisors
California
USD 1.77 M +USD 573 +9 +0%
Northland Capital Management
16
Northland Capital Management
Minnesota
USD 1.68 M -USD 187 k -2,932 -11%
Highland Financial Advisors
17
Highland Financial Advisors
New Jersey
USD 1.58 M -USD 145 k -2,272 -9%
Revolve Wealth Partners
18
Revolve Wealth Partners
New Jersey
USD 1.45 M -USD 25.9 k -407 -2%
MB Generational Wealth
19
MB Generational Wealth
Washington
USD 1.4 M – – –
Henrickson Nauta Wealth Advisors
20
Henrickson Nauta Wealth Advisors
Michigan
USD 1.15 M – – –
AlTi Global
21
AlTi Global
New York
USD 1.08 M +USD 1.02 M +15,998 Nuevas
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 966 k +USD 473 k +7,429 +108%
Opes Wealth Management
23
Opes Wealth Management
California
USD 922 k +USD 112 k +1,764 +15%
Citadel Advisors
24
Citadel Advisors
Florida
USD 913 k +USD 860 k +13,510 Nuevas
Vestment Financial
25
Vestment Financial
Minnesota
USD 881 k +USD 179 k +2,807 +27%
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