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Avantis Responsible Emerging Markets Equity ETF
AVSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Focus Partners Advisor Solutions
26
Focus Partners Advisor Solutions
Missouri
USD 741 k +USD 245 k +3,173 +54%
NCM
27
Northland Capital Management
Minnesota
USD 726 k -USD 377 k -4,885 -36%
TWA
28
Trellis Wealth Advisors
California
USD 700 k +USD 154 +2 +0%
VF
29
Vestment Financial
Minnesota
USD 644 k +USD 23.6 k +306 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
USD 618 k +USD 84.9 k +1,101 +17%
Tarbox Family Office
31
Tarbox Family Office
California
USD 609 k +USD 103 k +1,336 +22%
Walkner Condon Financial Advisors
32
Walkner Condon Financial Advisors
Wisconsin
USD 602 k +USD 22.9 k +297 +4%
Asset Dedication LLC
33
Asset Dedication LLC
California
USD 579 k -USD 241 k -3,127 -31%
LexAurum Advisors
34
LexAurum Advisors
Kansas
USD 556 k -USD 59.7 k -774 -10%
DF
35
Dunhill Financial
United Kingdom
USD 556 k +USD 116 k +1,510 +29%
TH
36
Team Hewins
California
USD 553 k -USD 2.78 k -36 -0.5%
Bridgewater Advisors
37
Bridgewater Advisors
New York
USD 545 k +USD 554 k +7,181 Nuevas
MGW
38
MB Generational Wealth
Washington
USD 508 k -USD 11.8 k -153 -2%
LFA
39
Level Financial Advisors
New York
USD 505 k +USD 154 +2 +0%
Peapack-Gladstone Financial Corp
40
Peapack-Gladstone Financial Corp
New Jersey
USD 491 k +USD 463 k +6,000 Nuevas
Leonard Rickey Investment Advisors
41
Leonard Rickey Investment Advisors
Washington
USD 478 k +USD 16 k +208 +4%
Plancorp LLC
42
Plancorp LLC
Missouri
USD 443 k – – –
CW
43
Curio Wealth
Maryland
USD 416 k -USD 6.78 k -88 -2%
HB Wealth Management
44
HB Wealth Management
Georgia
USD 408 k – – –
Axxcess Wealth Management
45
Axxcess Wealth Management
California
USD 378 k +USD 356 k +4,623 Nuevas
Private Advisor Group
46
Private Advisor Group
New Jersey
USD 367 k +USD 10.1 k +131 +3%
CFGA
47
Cambridge Financial Group (Arizona)
Arizona
USD 336 k – – –
Truist Financial
48
Truist Financial
North Carolina
USD 335 k +USD 8.71 k +113 +3%
ABLE Financial Group
49
ABLE Financial Group
Arizona
USD 321 k -USD 1.39 k -18 -0.5%
Kelman-Lazarov Inc
50
Kelman-Lazarov Inc
Tennessee
USD 296 k -USD 7.48 k -97 -3%
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