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

Ridgeline Wealth’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	$5.53M	Buy	75,375 +2,930	+4%	+$200K	3.23%	10
2026 Q1	$4.51M	Buy	72,445 +2,259	+3%	+$142K	3.23%	9
2025 Q4	$4.12M	Buy	70,186 +4,827	+7%	+$280K	2.86%	10
2025 Q3	$3.74M	Buy	65,359 +1,157	+2%	+$63.8K	2.76%	11
2025 Q2	$3.31M	Buy	+64,202	New	+$3.1M	2.7%	11

Other funds holding AVSC

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM