Mendota Financial Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Mendota Financial Group’s Portfolio AVMC Stock Details AVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.14M	Buy	88,914 +20,409	+30%	+$1.58M	4.42%	10
2026 Q1	$4.95M	Buy	68,505 +4,557	+7%	+$337K	3.67%	11
2025 Q4	$4.52M	Buy	63,948 +18,052	+39%	+$1.26M	3.29%	11
2025 Q3	$3.19M	Buy	45,896 +9,017	+24%	+$616K	2.38%	12
2025 Q2	$2.44M	Buy	36,879 +10,695	+41%	+$667K	2.31%	11
2025 Q1	$1.62M	Buy	+26,184	New	+$1.71M	1.76%	13

Other funds holding AVMC

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return