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Avantis Responsible US Equity ETF
AVSU

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MASECO Private Wealth
1
MASECO Private Wealth
USD 116 M +USD 1.05 M +12,550 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
USD 18.2 M +USD 1.77 M +21,179 +11%
HFA
3
Highland Financial Advisors
New Jersey
USD 15.5 M +USD 2.01 M +24,004 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 12.1 M -USD 230 k -2,746 -2%
LPL Financial
5
LPL Financial
California
USD 11.1 M -USD 523 k -6,246 -5%
Waverly Advisors
6
Waverly Advisors
Alabama
USD 11 M -USD 353 k -4,215 -3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
USD 10.9 M -USD 93.8 k -1,120 -0.9%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
USD 5.79 M -USD 23.9 M -285,772 -81%
FDS
9
Freedom Day Solutions
Texas
USD 5.6 M +USD 5.3 M +63,253 Nuevas
CAM
10
Clarity Asset Management
Iowa
USD 5.59 M -USD 5.51 M -65,792 -51%
Corient Private Wealth
11
Corient Private Wealth
Florida
USD 4.93 M -USD 3.34 M -39,878 -42%
TP
12
Trailhead Planners
Minnesota
USD 4.62 M -USD 4.79 M -57,239 -52%
AlTi Global
13
AlTi Global
New York
USD 4.47 M – – –
NCM
14
Northland Capital Management
Minnesota
USD 3.91 M -USD 2.32 M -27,660 -38%
Greenspring Advisors
15
Greenspring Advisors
Maryland
USD 3.76 M -USD 56.9 k -680 -2%
EP Wealth Advisors
16
EP Wealth Advisors
California
USD 3.49 M +USD 153 k +1,822 +5%
Mariner
17
Mariner
Kansas
USD 3.38 M -USD 34.7 k -414 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 3.35 M +USD 223 k +2,661 +8%
Modern Wealth Management
19
Modern Wealth Management
Kansas
USD 2.99 M +USD 1.07 M +12,755 +61%
AWM Capital
20
AWM Capital
Arizona
USD 2.93 M +USD 921 +11 +0%
HighTower Advisors
21
HighTower Advisors
Illinois
USD 2.86 M -USD 439 k -5,244 -14%
TWA
22
Trellis Wealth Advisors
California
USD 2.82 M +USD 251 +3 +0%
Truist Financial
23
Truist Financial
North Carolina
USD 2.81 M +USD 225 k +2,685 +9%
VF
24
Vestment Financial
Minnesota
USD 2.55 M +USD 216 k +2,584 +10%
HIGP
25
Hill Investment Group Partners
Missouri
USD 2.36 M -USD 2.76 k -33 -0.1%
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