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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$696K +$80.8K +996 +13%
BTI
327
Blue Trust Inc
Georgia
$691K -$7.95K -98 -1%
PS
328
Principal Securities
Iowa
$680K -$37.9K -467 -5%
RWM
329
Riverchase Wealth Management
Texas
$680K -$14.8K -183 -2%
LCWP
330
Legacy Capital Wealth Partners
Arkansas
$656K
MWM
331
Mission Wealth Management
California
$638K -$37.6K -464 -6%
WWG
332
West Wealth Group
California
$635K +$639K +7,879 New
FAI
333
Fiduciary Advisors Inc
Missouri
$623K +$105K +1,292 +20%
CAMG
334
CWA Asset Management Group
Florida
$618K
BIG
335
Brooklyn Investment Group
New York
$617K +$376K +4,633 +154%
DI
336
Disciplined Investments
Oklahoma
$606K +$1.62K +20 +0.3%
LFA
337
Level Financial Advisors
New York
$567K -$11.6K -143 -2%
AWA
338
Arbor Wealth Advisors
Michigan
$566K +$122K +1,510 +27%
OIA
339
OneDigital Investment Advisors
Kansas
$562K +$181K +2,234 +47%
SWA
340
Stratos Wealth Advisors
Ohio
$550K -$4.7K -58 -0.8%
SDWIA
341
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$541K +$7.3K +90 +1%
SEA
342
Stegent Equity Advisors
Texas
$537K -$169K -2,088 -24%
AFAS
343
Acorn Financial Advisory Services
Virginia
$535K
ZF
344
Zhang Financial
Michigan
$525K
Bank of New York Mellon
345
Bank of New York Mellon
New York
$517K +$3.16K +39 +0.6%
NFA
346
Northwest Financial Advisors
Virginia
$511K +$8.35K +103 +2%
TIA
347
Traphagen Investment Advisors
New Jersey
$509K -$52.3K -645 -9%
FSWA
348
Financial Synergies Wealth Advisors
Texas
$505K +$1.46K +18 +0.3%
SWM
349
Spire Wealth Management
Virginia
$492K +$495K +6,098 New
MAM
350
Mainsail Asset Management
Alabama
$491K +$1.38K +17 +0.3%