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Avantis Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$174M +$18.3M +445,565 +12%
SW
2
Simplicity Wealth
New Jersey
$91.2M +$47.5M +1,160,006 +112%
VFP
3
Verus Financial Partners
Virginia
$55.9M +$1.73M +42,302 +3%
HIGP
4
Hill Investment Group Partners
Missouri
$50.4M -$1.03M -25,104 -2%
PLFA
5
Pacific Life Fund Advisors
California
$47M +$5.43M +132,410 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$45.4M +$5.04M +122,992 +13%
LPL Financial
7
LPL Financial
California
$31.9M +$4.25M +103,681 +16%
AAP
8
Arax Advisory Partners
Colorado
$28.6M +$1.71M +41,605 +6%
BWS
9
BCR Wealth Strategies
Alabama
$25.9M +$1.14M +27,808 +5%
EWM
10
Echo Wealth Management
Minnesota
$21.5M +$4.94M +120,528 +30%
HFA
11
Highland Financial Advisors
New Jersey
$21.1M +$163K +3,971 +0.8%
RCG
12
Regatta Capital Group
California
$20.9M +$401K +9,794 +2%
CWA
13
Centennial Wealth Advisory
Michigan
$19.9M +$747K +18,230 +4%
PAS
14
Park Avenue Securities
New York
$19.3M +$1.46M +35,712 +8%
Creative Planning
15
Creative Planning
Kansas
$19.1M +$478K +11,661 +3%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$18.6M +$18M +439,013 +5,333%
AFGAS
17
Allegiance Financial Group Advisory Services
Virginia
$18.2M +$1.08M +26,264 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.7M +$2.78M +67,713 +19%
Corient Private Wealth
19
Corient Private Wealth
Florida
$17M -$69.6M -1,698,721 -81%
LA
20
LexAurum Advisors
Kansas
$16.9M +$1.14M +27,778 +7%
Raymond James Financial
21
Raymond James Financial
Florida
$14.5M +$844K +20,598 +6%
SFC
22
Strategic Financial Concepts
Texas
$9.36M +$889K +21,678 +11%
AWM
23
Axxcess Wealth Management
California
$8.86M +$63.4K +1,547 +0.7%
AIC
24
Allodium Investment Consultants
Minnesota
$8.53M +$1.28M +31,236 +18%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$8.49M +$427K +10,427 +5%