J. M. Brown & Associates’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

J. M. Brown & Associates’s Portfolio AVSC Stock Details AVSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8M	Buy	+24,498	New	+$1.67M	1.03%	23

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

J. M. Brown & Associates's AVSC Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 24,498 shares worth $1.8M. The stake represents 1.03% of the portfolio and ranks #23 among its holdings.

242 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

J. M. Brown & Associates held 24,498 shares of Avantis US Small Cap Equity ETF worth $1.8M as of Q2 2026.
Avantis US Small Cap Equity ETF was a new J. M. Brown & Associates position in Q2 2026.
Avantis US Small Cap Equity ETF made up 1.03% of J. M. Brown & Associates's portfolio in Q2 2026, its #23 holding.
242 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.