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Avantis US Large Cap Value ETF
AVLV

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
301
Elevation Wealth Partners
California
$1.25M -$13K -160 -1%
LG
302
LAM Group
Oregon
$1.25M +$261K +3,215 +26%
SPIA
303
Steward Partners Investment Advisory
New York
$1.16M +$1.11M +13,682 +1,877%
CFP
304
Comprehensive Financial Planning
Pennsylvania
$1.16M +$80.8K +996 +7%
BFC
305
Bedel Financial Consulting
Indiana
$1.14M +$1.15M +14,145 New
DIA
306
Dana Investment Advisors
Wisconsin
$1.1M +$1.11M +13,690 New
GWMR
307
GC Wealth Management RIA
Massachusetts
$1.09M +$252K +3,113 +30%
TP
308
Tranquility Partners
Tennessee
$1.05M +$973 +12 +0.1%
SAI
309
Savvy Advisors Inc
New York
$1.05M +$386K +4,763 +58%
MHS
310
M Holdings Securities
Oregon
$1.03M +$980K +12,081 New
KLI
311
Kelman-Lazarov Inc
Tennessee
$1.03M +$13.9K +172 +1%
OWA
312
ORBA Wealth Advisors
Illinois
$1M -$45.6K -562 -4%
MWM
313
Maimon Wealth Management
Israel
$1,000K +$214K +2,635 +26%
WA
314
Wealth Architects
California
$989K – – –
LWM
315
Lifetime Wealth Management
Texas
$982K +$52.8K +651 +6%
EWM
316
Evolution Wealth Management
Florida
$979K +$584K +7,204 +146%
PWP
317
Parkwoods Wealth Partners
New York
$907K +$108K +1,336 +13%
TC
318
Towle & Co
Colorado
$852K +$857K +10,572 New
AFP
319
Ausdal Financial Partners
Iowa
$812K -$55.3K -682 -6%
RFC
320
Regions Financial Corp
Alabama
$792K +$796K +9,820 New
AI
321
Accredited Investors
Minnesota
$781K +$536K +6,614 +216%
CCA
322
Clarity Capital Advisors
Florida
$780K +$2.19K +27 +0.3%
DT
323
Diversified Trust
Tennessee
$769K – – –
BWS
324
BFI Wealth Solutions
Texas
$744K +$350K +4,320 +89%
MFWP
325
Mosaic Family Wealth Partners
Missouri
$744K +$749K +9,232 New
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