J. M. Brown & Associates Inc.’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

J. M. Brown & Associates Inc.’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	$1.8M	Buy	+24,498	New	+$1.67M	1.03%	23

Other funds holding AVSC

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

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

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

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

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

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

J. M. Brown & Associates Inc. opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 24,498 shares worth $1.8M. The stake represents 1.03% of the portfolio and ranks #23 among its holdings.

84 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

J. M. Brown & Associates Inc. held 24,498 shares of Avantis US Small Cap Equity ETF worth $1.8M as of Q2 2026.
Avantis US Small Cap Equity ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Avantis US Small Cap Equity ETF made up 1.03% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #23 holding.
84 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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