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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
Level Financial Advisors
New York
$446K +$72.2K +1,121 +21%
D.E. Shaw & Co
277
D.E. Shaw & Co
New York
$441K -$70.8K -1,100 -15%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$435K +$411K +6,377 New
SAI
279
Savvy Advisors Inc
New York
$433K -$11.3K -176 -3%
CA
280
CGN Advisors
Kansas
$432K -$86.4K -1,342 -17%
AWS
281
Atria Wealth Solutions
New York
$427K -$52.2K -810 -11%
FSWA
282
Financial Synergies Wealth Advisors
Texas
$422K +$24.4K +379 +7%
SDWIA
283
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$418K +$33.6K +522 +9%
AFG
284
Altiora Financial Group
Ohio
$416K
SWA
285
Sax Wealth Advisors
New Jersey
$400K
RPA
286
Redwood Park Advisors
California
$398K +$25.4K +394 +7%
PSFG
287
Park Square Financial Group
Georgia
$398K +$306K +4,750 +441%
ZF
288
Zhang Financial
Michigan
$397K +$375K +5,820 New
MPW
289
Magnolia Private Wealth
Pennsylvania
$395K
APP
290
Avantax Planning Partners
Iowa
$385K +$364K +5,649 New
MQWP
291
Morey & Quinn Wealth Partners
Nebraska
$382K +$87.6K +1,361 +32%
PWP
292
Parkwoods Wealth Partners
New York
$377K +$18.4K +285 +5%
PWIA
293
Porter White Investment Advisors
Alabama
$373K
SEA
294
Stegent Equity Advisors
Texas
$372K +$68.4K +1,062 +24%
ST
295
Smithfield Trust
Pennsylvania
$370K +$349K +5,413 New
KLI
296
Kelman-Lazarov Inc
Tennessee
$358K +$338K +5,243 New
QHA
297
Quarry Hill Advisors
Minnesota
$349K
CFA
298
Cahill Financial Advisors
Minnesota
$336K +$1.22K +19 +0.4%
BW
299
BIP Wealth
Georgia
$335K -$167K -2,589 -35%
Citadel Advisors
300
Citadel Advisors
Florida
$327K -$169K -2,617 -35%