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Avantis Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$255M +$41.2M +978,886 +19%
Morgan Stanley
2
Morgan Stanley
New York
$99.2M +$43.4M +1,031,312 +77%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.4M +$7.11M +169,059 +11%
VFP
4
Verus Financial Partners
Virginia
$62M +$3.09M +73,335 +5%
HIGP
5
Hill Investment Group Partners
Missouri
$58.1M +$4.29M +102,048 +8%
SW
6
Simplicity Wealth
New Jersey
$48.6M +$2.8M +66,496 +6%
PLFA
7
Pacific Life Fund Advisors
California
$47.1M -$553K -13,143 -1%
LPL Financial
8
LPL Financial
California
$41M +$6.38M +151,612 +18%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$39.2M +$20.5M +486,278 +108%
GVAG
10
Great Valley Advisor Group
Delaware
$38M +$33M +784,301 +642%
AAP
11
Arax Advisory Partners
Colorado
$32.5M +$32.6M +774,265 New
RCG
12
Regatta Capital Group
California
$32.3M +$10.1M +241,244 +46%
BWS
13
BCR Wealth Strategies
Alabama
$29.5M +$1.13M +26,928 +4%
EWM
14
Echo Wealth Management
Minnesota
$26.1M +$2.3M +54,766 +10%
PAS
15
Park Avenue Securities
New York
$23.1M +$1.96M +46,635 +9%
AFGAS
16
Allegiance Financial Group Advisory Services
Virginia
$22.7M +$1.53M +36,294 +7%
CWA
17
Centennial Wealth Advisory
Michigan
$22.3M +$1.54M +36,591 +7%
HFA
18
Highland Financial Advisors
New Jersey
$22.2M +$305K +7,249 +1%
Creative Planning
19
Creative Planning
Kansas
$22M +$1.53M +36,361 +7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21M +$4.78M +113,649 +29%
Raymond James Financial
21
Raymond James Financial
Florida
$17.5M +$2.26M +53,783 +15%
Truist Financial
22
Truist Financial
North Carolina
$17.1M +$1.22M +29,047 +8%
AWM
23
Axxcess Wealth Management
California
$16.3M +$6.87M +163,200 +72%
AF
24
Align Financial
Minnesota
$13M +$546M +12,970,475 New
AIC
25
Allodium Investment Consultants
Minnesota
$11.7M +$2.44M +57,991 +26%