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

Merit 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 		$245K Buy
3,054
+43
+1% +$3.33K ﹤0.01% 1960
2026
Q1 		$218K Buy
+3,011
New +$222K ﹤0.01% 1870

Other funds holding AVMC

WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Merit Financial Group's AVMC Position: Q2 2026 in Review

Merit Financial Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 1.4% in Q2 2026, buying an estimated $3.33K and bringing the position to 3,054 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Merit Financial Group first reported a position in AVMC in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Merit Financial Group held 3,054 shares of Avantis US Mid Cap Equity ETF worth $245K as of Q2 2026.
  • Merit Financial Group bought 43 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $3.33K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1960 holding.
  • Merit Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.