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Avantis US Large Cap Value ETF
AVLV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$1.16M +$1.11M +13,682 +1,877%
CFP
302
Comprehensive Financial Planning
Pennsylvania
$1.16M +$80.8K +996 +7%
BFC
303
Bedel Financial Consulting
Indiana
$1.14M +$1.15M +14,145 New
DIA
304
Dana Investment Advisors
Wisconsin
$1.1M +$1.11M +13,690 New
GWMR
305
GC Wealth Management RIA
Massachusetts
$1.09M +$252K +3,113 +30%
TP
306
Tranquility Partners
Tennessee
$1.05M +$973 +12 +0.1%
SAI
307
Savvy Advisors Inc
New York
$1.05M +$386K +4,763 +58%
MHS
308
M Holdings Securities
Oregon
$1.03M +$980K +12,081 New
KLI
309
Kelman-Lazarov Inc
Tennessee
$1.03M +$13.9K +172 +1%
OWA
310
ORBA Wealth Advisors
Illinois
$1M -$45.6K -562 -4%
MWM
311
Maimon Wealth Management
Israel
$1,000K +$214K +2,635 +26%
WA
312
Wealth Architects
California
$989K – – –
LWM
313
Lifetime Wealth Management
Texas
$982K +$52.8K +651 +6%
EWM
314
Evolution Wealth Management
Florida
$979K +$584K +7,204 +146%
PWP
315
Parkwoods Wealth Partners
New York
$907K +$108K +1,336 +13%
TC
316
Towle & Co
Colorado
$852K +$857K +10,572 New
AFP
317
Ausdal Financial Partners
Iowa
$812K -$55.3K -682 -6%
RFC
318
Regions Financial Corp
Alabama
$792K +$796K +9,820 New
AI
319
Accredited Investors
Minnesota
$781K +$536K +6,614 +216%
CCA
320
Clarity Capital Advisors
Florida
$780K +$2.19K +27 +0.3%
DT
321
Diversified Trust
Tennessee
$769K – – –
BWS
322
BFI Wealth Solutions
Texas
$744K +$350K +4,320 +89%
MFWP
323
Mosaic Family Wealth Partners
Missouri
$744K +$749K +9,232 New
PTC
324
Private Trust Company
Ohio
$724K +$19.5K +240 +3%
DPI
325
Diversified Portfolios Inc
Michigan
$723K – – –
11 12
13
14 15