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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
351
Mosaic Family Wealth Partners
Missouri
$1.14M +$283K +3,223 +35%
WA
352
Wealth Architects
California
$1.12M – – –
OIA
353
OneDigital Investment Advisors
Kansas
$1.06M +$407K +4,632 +66%
EB
354
Eastern Bank
Massachusetts
$1.03M +$992K +11,294 New
PWM
355
Platt Wealth Management
California
$1.03M +$990K +11,270 New
SEA
356
Stegent Equity Advisors
Texas
$1.02M +$398K +4,527 +68%
SWM
357
SFG Wealth Management
Maryland
$930K +$896K +10,200 New
RFC
358
Regions Financial Corp
Alabama
$896K – – –
CCA
359
Clarity Capital Advisors
Florida
$886K +$2.72K +31 +0.3%
AI
360
Accredited Investors
Minnesota
$873K -$10.1K -115 -1%
DT
361
Diversified Trust
Tennessee
$871K – – –
TRCT
362
Tower Research Capital (TRC)
New York
$869K +$837K +9,529 New
TNBTD
363
Trustmark National Bank Trust Department
Mississippi
$868K +$836K +9,518 New
IAS
364
Insigneo Advisory Services
Florida
$853K +$417K +4,744 +103%
BlackRock
365
BlackRock
New York
$835K +$508K +5,782 +171%
DPI
366
Diversified Portfolios Inc
Michigan
$819K – – –
PS
367
Principal Securities
Iowa
$818K +$47.4K +540 +6%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$812K +$23K +262 +3%
MWM
369
Mission Wealth Management
California
$794K +$69.6K +792 +10%
RWP
370
Revolve Wealth Partners
New Jersey
$789K +$398K +4,537 +110%
RWM
371
Riverchase Wealth Management
Texas
$769K – – –
CF
372
Crosspoint Financial
California
$761K +$733K +8,341 New
APG
373
Abacus Planning Group
South Carolina
$759K +$731K +8,323 New
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$752K +$552K +6,288 +321%
LCWP
375
Legacy Capital Wealth Partners
Arkansas
$742K – – –