MWM
AVSC icon

Mattern Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Mattern Wealth Management’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
2025
Q2 		– Sell
-9,074
Closed -$439K – 163
2025
Q1 		$439K Hold
9,074
– – 0.1% 105
2024
Q4 		$493K Sell
9,074
-24,952
-73% -$1.39M 0.11% 101
2024
Q3 		$2.15M Buy
34,026
+26,802
+371% +$1.41M 0.47% 49
2024
Q2 		$361K Buy
7,224
+3,000
+71% +$151K 0.09% 127
2024
Q1 		$221K Buy
4,224
+11
+0.3% +$550 0.05% 168
2023
Q4 		$215K Buy
+4,213
New +$191K 0.06% 164

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return