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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.95B +$2.63B +29,966,939 +1,248%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.71B +$481M +5,480,762 +41%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$892M -$31.7M -361,287 -4%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$843M +$134M +1,525,894 +20%
Ameriprise
5
Ameriprise
Minnesota
$423M +$66.1M +753,111 +19%
LPL Financial
6
LPL Financial
California
$365M +$79.8M +908,754 +29%
American Century Companies
7
American Century Companies
Missouri
$329M +$65.7M +748,348 +26%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$249M +$20.2M +230,022 +9%
Cerity Partners
9
Cerity Partners
New York
$249M -$9.09M -103,471 -4%
FWP
10
Falcon Wealth Planning
California
$190M +$9.4M +107,069 +5%
PHWA
11
Petersen Hastings Wealth Advisors
Washington
$178M -$4.94M -56,230 -3%
WA
12
Waverly Advisors
Alabama
$160M +$7.79M +88,671 +5%
AWM
13
Apollon Wealth Management
South Carolina
$145M +$28.4M +323,225 +25%
Bank of America
14
Bank of America
North Carolina
$145M +$45.8M +521,586 +49%
SC
15
Savant Capital
Illinois
$135M -$3.07M -34,924 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$133M +$22.4M +254,493 +21%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$127M +$11.8M +134,765 +11%
PFA
18
Pure Financial Advisors
California
$126M -$5.72M -65,086 -4%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$124M -$165K -1,880 -0.1%
BHWM
20
Beaird Harris Wealth Management
Texas
$121M -$1.33M -15,170 -1%
AA
21
Alesco Advisors
New York
$113M -$4.34M -49,379 -4%
BA
22
Bridgewater Advisors
New York
$112M +$1.66M +18,923 +2%
HIP
23
HUB Investment Partners
Texas
$110M +$6.62M +75,378 +7%
Morgan Stanley
24
Morgan Stanley
New York
$104M -$7.36M -83,742 -7%
CFS
25
Cannon Financial Strategists
Georgia
$103M +$20K +228 +0%