Plancorp LLC’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Plancorp LLC’s Portfolio BSVO Stock Details BSVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$364K	Hold	12,544	–	–	0.01%	300
2026 Q1	$331K	Hold	12,544	–	–	0.01%	272
2025 Q4	$292K	Hold	12,544	–	–	0.01%	292
2025 Q3	$284K	Hold	12,544	–	–	0.01%	307
2025 Q2	$256K	Sell	12,544 -241	-2%	-$4.6K	0.01%	321
2025 Q1	$249K	Hold	12,785	–	–	0.01%	313
2024 Q4	$277K	Hold	12,785	–	–	0.01%	262
2024 Q3	$282K	Hold	12,785	–	–	0.01%	260
2024 Q2	$260K	Hold	12,785	–	–	0.01%	255
2024 Q1	$272K	Hold	12,785	–	–	0.01%	248
2023 Q4	$269K	Hold	12,785	–	–	0.01%	229
2023 Q3	$234K	Hold	12,785	–	–	0.01%	229
2023 Q2	$228K	Hold	12,785	–	–	0.01%	222
2023 Q1	$224K	Buy	+12,785	New	+$221K	0.01%	233

Other funds holding BSVO

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

HBE Wealth Management Lincoln, Nebraska $139M AUM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return