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Avantis Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$155M +$17.4M +424,942 +13%
Corient Private Wealth
2
Corient Private Wealth
Florida
$87.2M +$18.5M +451,366 +27%
VFP
3
Verus Financial Partners
Virginia
$53.5M +$1.53M +37,486 +3%
HIGP
4
Hill Investment Group Partners
Missouri
$51.1M -$1.35M -33,115 -3%
SW
5
Simplicity Wealth
New Jersey
$42.7M +$42.2M +1,031,606 New
PLFA
6
Pacific Life Fund Advisors
California
$41.3M -$3.81M -93,047 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$40.1M +$4.06M +99,194 +11%
LPL Financial
8
LPL Financial
California
$27.5M +$13.9M +340,369 +105%
AAP
9
Arax Advisory Partners
Colorado
$26.7M +$26.4M +645,396 New
BWS
10
BCR Wealth Strategies
Alabama
$24.6M +$424K +10,362 +2%
HFA
11
Highland Financial Advisors
New Jersey
$20.9M +$485K +11,861 +2%
RCG
12
Regatta Capital Group
California
$20.4M +$1.34M +32,674 +7%
CWA
13
Centennial Wealth Advisory
Michigan
$19M +$4.34M +105,996 +30%
Creative Planning
14
Creative Planning
Kansas
$18.6M +$1.35M +32,978 +8%
PAS
15
Park Avenue Securities
New York
$17.7M +$1.95M +47,671 +13%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$17M +$1.85M +45,324 +12%
EWM
17
Echo Wealth Management
Minnesota
$16.4M +$16.2M +396,260 New
LA
18
LexAurum Advisors
Kansas
$15.6M +$2.37M +58,035 +18%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.8M +$7.61M +185,972 +109%
Raymond James Financial
20
Raymond James Financial
Florida
$13.6M +$674K +16,477 +5%
AWM
21
Axxcess Wealth Management
California
$8.75M -$55.3K -1,352 -0.6%
Wells Fargo
22
Wells Fargo
California
$8.5M +$4.39M +107,306 +110%
SFC
23
Strategic Financial Concepts
Texas
$8.41M +$2.01M +49,020 +32%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.01M +$2.49M +60,917 +46%
TW
25
Trajan Wealth
Arizona
$7.57M +$3.1M +75,801 +71%