We are live on ! Find out more
AVLC icon

Avantis US Large Cap Equity ETF
AVLC

Name Holding Trade Value Shares
Change 		Change in
Stake
ORL
1
Oak Root LLC
California
$205M -$3.51M -47,645 -2%
PLFA
2
Pacific Life Fund Advisors
California
$66.8M -$6.53M -88,479 -9%
BHWM
3
Beaird Harris Wealth Management
Texas
$45.9M +$5.78M +78,356 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$40.6M +$3.79M +51,340 +11%
BFG
5
Buttonwood Financial Group
Missouri
$33.4M +$32.1M +435,058 New
RW
6
Ridgeline Wealth
Arizona
$32.7M +$1.2M +16,286 +4%
CPWM
7
Cypress Point Wealth Management
Texas
$32M +$3.5M +47,427 +13%
SW
8
Simplicity Wealth
New Jersey
$27.3M -$26.6M -360,966 -50%
PAS
9
Park Avenue Securities
New York
$26.7M +$25.7M +348,548 New
LPL Financial
10
LPL Financial
California
$25.5M +$1.88M +25,453 +8%
GC
11
Grimes & Company
Massachusetts
$25M +$7.25M +98,298 +43%
JP Morgan Chase
12
JP Morgan Chase
New York
$24.6M -$6.02M -81,561 -20%
OIA
13
OneDigital Investment Advisors
Kansas
$18.1M -$3.18M -43,147 -15%
GSIS
14
Global Strategic Investment Solutions
Arizona
$17.1M +$2.63M +35,644 +19%
FWP
15
FAS Wealth Partners
Kansas
$16.4M +$78.2K +1,060 +0.5%
HighTower Advisors
16
HighTower Advisors
Illinois
$10.3M +$126K +1,708 +1%
AIA
17
Arcadia Investment Advisors
Idaho
$10.2M +$181K +2,457 +2%
VWA
18
Visionary Wealth Advisors
Illinois
$9.51M +$478K +6,475 +5%
PP
19
Prosperity Planning
Missouri
$9.46M +$928K +12,582 +11%
DWM
20
Dogwood Wealth Management
Kansas
$9.27M +$110K +1,497 +1%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$8.09M -$3.11M -42,142 -28%
CAM
22
Cresset Asset Management
Illinois
$7.85M +$2.26M +30,681 +43%
AWM
23
AE Wealth Management
Kansas
$6.89M +$2.06M +27,974 +45%
HP
24
Haven Private
Florida
$6.84M +$526K +7,127 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$6.61M +$249K +3,381 +4%
1
2 3