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icono de AVUV

Avantis US Small Cap Value ETF
AVUV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creative Planning
1
Creative Planning
Kansas
USD 2695 M +USD 168 M +1,407,868 +7%
LPL Financial
2
LPL Financial
California
USD 981 M +USD 159 M +1,336,636 +20%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
USD 819 M -USD 12.2 M -102,627 -2%
Bank of America
4
Bank of America
North Carolina
USD 432 M +USD 75.8 M +635,647 +23%
Morgan Stanley
5
Morgan Stanley
New York
USD 425 M +USD 12.8 M +107,581 +3%
Ameriprise
6
Ameriprise
Minnesota
USD 386 M +USD 73 M +611,831 +25%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
USD 374 M +USD 61.5 M +515,376 +21%
Mason Investment Advisory Services
8
Mason Investment Advisory Services
Virginia
USD 352 M -USD 1.07 M -9,009 -0.3%
Truepoint Inc
9
Truepoint Inc
Ohio
USD 331 M -USD 26 M -217,977 -8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
USD 326 M +USD 26.3 M +220,228 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 299 M -USD 11.4 M -95,640 -4%
Wells Fargo
12
Wells Fargo
California
USD 285 M +USD 64.8 M +543,529 +31%
Raymond James Financial
13
Raymond James Financial
Florida
USD 241 M +USD 52.9 M +443,148 +30%
Waverly Advisors
14
Waverly Advisors
Alabama
USD 225 M +USD 46.7 M +391,319 +28%
UBS Group
15
UBS Group
Switzerland
USD 201 M +USD 18.8 M +157,852 +11%
Plancorp LLC
16
Plancorp LLC
Missouri
USD 192 M +USD 9.03 M +75,690 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
USD 179 M +USD 2.47 M +20,680 +1%
TCI Wealth Advisors
18
TCI Wealth Advisors
Arizona
USD 173 M +USD 21 M +175,962 +15%
UA
19
Unison Advisors
District of Columbia
USD 167 M +USD 872 k +7,308 +0.6%
Osaic Holdings
20
Osaic Holdings
Arizona
USD 162 M -USD 7.82 M -65,547 -5%
Evensky & Katz
21
Evensky & Katz
Florida
USD 145 M -USD 4.87 M -40,839 -3%
Wealth Management Nebraska
22
Wealth Management Nebraska
Nebraska
USD 141 M +USD 135 M +1,133,259 Nuevas
Plante Moran Financial Advisors
23
Plante Moran Financial Advisors
Michigan
USD 140 M +USD 133 M +1,118,711 +278,286%
Sequoia Financial Advisors
24
Sequoia Financial Advisors
Ohio
USD 133 M -USD 2.79 M -23,399 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
USD 132 M +USD 36.4 M +304,861 +40%
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