J. M. Brown & Associates Inc.’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

J. M. Brown & Associates Inc.’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	+3,723	New	+$292K	0.17%	140

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J. M. Brown & Associates Inc.'s AVMV Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 3,723 shares worth $300K. The stake represents 0.17% of the portfolio and ranks #140 among its holdings.

32 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

J. M. Brown & Associates Inc. held 3,723 shares of Avantis US Mid Cap Value ETF worth $300K as of Q2 2026.
Avantis US Mid Cap Value ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Avantis US Mid Cap Value ETF made up 0.17% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #140 holding.
32 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.