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icono de AVSF

Avantis Short-Term Fixed Income ETF
AVSF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MASECO Private Wealth
1
MASECO Private Wealth
USD 95 M +USD 3.9 M +83,603 +4%
Verus Financial Partners
2
Verus Financial Partners
Virginia
USD 63.3 M +USD 113 k +2,432 +0.2%
Financial Plan Inc
3
Financial Plan Inc
Washington
USD 43.2 M +USD 3.52 M +75,458 +9%
Savant Capital
4
Savant Capital
Illinois
USD 40.7 M -USD 41.5 M -889,750 -50%
Simplicity Wealth
5
Simplicity Wealth
New Jersey
USD 34.5 M +USD 456 k +9,778 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 27.4 M -USD 3.29 M -70,571 -11%
Creative Planning
7
Creative Planning
Kansas
USD 19.4 M +USD 770 k +16,501 +4%
Pacific Life Fund Advisors
8
Pacific Life Fund Advisors
California
USD 15.6 M +USD 1.05 M +22,596 +7%
Park Avenue Securities
9
Park Avenue Securities
New York
USD 14.1 M +USD 1.48 M +31,701 +12%
Allworth Financial
10
Allworth Financial
California
USD 10.8 M +USD 2.36 M +50,652 +28%
Werba Rubin Papier Wealth Management
11
Werba Rubin Papier Wealth Management
California
USD 10.3 M +USD 917 k +19,653 +10%
FVIM
12
Fort Vancouver Investment Management
Washington
USD 9.7 M +USD 1.45 M +31,096 +18%
FJWM
13
Ferguson Johnson Wealth Management
Maryland
USD 9.23 M +USD 307 k +6,585 +3%
Raymond James Financial
14
Raymond James Financial
Florida
USD 9.08 M +USD 6.04 M +129,397 +197%
Mattern Wealth Management
15
Mattern Wealth Management
Kansas
USD 8.94 M -USD 622 k -13,329 -6%
Goldman Sachs
16
Goldman Sachs
New York
USD 8.63 M +USD 6.54 M +140,249 +312%
Strategic Blueprint
17
Strategic Blueprint
Georgia
USD 7.87 M +USD 249 k +5,330 +3%
LPL Financial
18
LPL Financial
California
USD 7.54 M -USD 33.6 M -721,298 -82%
American Century Companies
19
American Century Companies
Missouri
USD 6.8 M +USD 747 k +16,008 +12%
AIC
20
Allodium Investment Consultants
Minnesota
USD 4.64 M +USD 479 k +10,269 +11%
MWM
21
McCartney Wealth Management
Missouri
USD 4.52 M +USD 187 k +4,010 +4%
Corient Private Wealth
22
Corient Private Wealth
Florida
USD 4.32 M +USD 437 k +9,376 +11%
MWM
23
Maimon Wealth Management
Israel
USD 4.13 M +USD 429 k +9,200 +12%
EPW
24
Endeavor Private Wealth
Kansas
USD 4.01 M +USD 599 k +12,850 +18%
Plancorp LLC
25
Plancorp LLC
Missouri
USD 3.97 M – – –
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