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Avantis Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$518K +$321K +7,641 +162%
BHWM
102
Beaird Harris Wealth Management
Texas
$508K +$10.5K +250 +2%
VWA
103
Visionary Wealth Advisors
Illinois
$505K +$506K +12,035 New
Jones Financial Companies
104
Jones Financial Companies
Missouri
$487K +$77.5K +1,842 +19%
CAC
105
Certified Advisory Corp
Florida
$476K +$478K +11,359 New
BW
106
Balance Wealth
Ohio
$435K -$181K -4,313 -29%
AI
107
Accredited Investors
Minnesota
$417K +$418K +9,944 New
JFG
108
JDM Financial Group
Texas
$416K +$417K +9,914 New
WAP
109
Wealthcare Advisory Partners
Pennsylvania
$398K +$5.76K +137 +1%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$391K +$393K +9,338 New
GPWA
111
Great Point Wealth Advisors
Massachusetts
$388K
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$366K +$148K +3,515 +68%
WIM
113
WealthPlan Investment Management
Nebraska
$356K -$1.08M -25,642 -75%
OIA
114
OneDigital Investment Advisors
Kansas
$330K -$3.83K -91 -1%
KAM
115
KEB Asset Management
Illinois
$324K
MA
116
Mutual Advisors
Nebraska
$312K
TP
117
Trailhead Planners
Minnesota
$312K +$313K +7,439 New
OA
118
Oceanside Advisors
South Carolina
$309K -$24.4K -580 -7%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$306K +$4.38K +104 +1%
JCM
120
Jacobi Capital Management
Pennsylvania
$298K +$299K +7,113 New
WCM
121
Winebrenner Capital Management
Kentucky
$297K -$1.22K -29 -0.4%
Osaic Holdings
122
Osaic Holdings
Arizona
$286K +$200K +4,748 +229%
AP
123
Atwood & Palmer
Missouri
$278K
BPA
124
Beacon Pointe Advisors
California
$256K +$256K +6,095 New
KWM
125
Kingsview Wealth Management
Oregon
$255K +$5.97K +142 +2%