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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
426
Badgley Phelps Wealth Managers
Washington
$214K
Truist Financial
427
Truist Financial
North Carolina
$212K +$213K +2,626 New
PCA
428
Prosperity Capital Advisors
Ohio
$210K +$211K +2,605 New
HI
429
Harbour Investments
Wisconsin
$194K +$90.2K +1,112 +86%
BF
430
BOK Financial
Oklahoma
$193K +$194K +2,393 New
AssetMark Inc
431
AssetMark Inc
California
$173K +$1.62K +20 +0.9%
PWAM
432
Private Wealth Asset Management
Iowa
$173K
PFBT
433
Parkside Financial Bank & Trust
Missouri
$169K +$5.51K +68 +3%
Bank of Montreal
434
Bank of Montreal
Ontario, Canada
$158K +$1.78K +22 +1%
AUB
435
Atlantic Union Bankshares
Virginia
$142K +$40.1K +494 +39%
MCM
436
MAI Capital Management
Ohio
$127K -$415K -5,122 -77%
HFS
437
Hantz Financial Services
Michigan
$125K +$74.7K +921 +147%
IA
438
IFP Advisors
Florida
$123K +$487 +6 +0.4%
DAM
439
Delta Asset Management
Tennessee
$116K
AF
440
Allworth Financial
California
$104K +$4.38K +54 +4%
GWM
441
Geneos Wealth Management
Colorado
$103K +$2.84K +35 +3%
APW
442
Aventura Private Wealth
Florida
$89K +$43.1K +531 +93%
LFA
443
Longview Financial Advisors
Alabama
$86.7K +$87.3K +1,076 New
TLA
444
Tanglewood Legacy Advisors
Texas
$82K
ACM
445
Anfield Capital Management
California
$80.1K
HIC
446
Hamrick Investment Counsel
Washington
$79K +$79.5K +980 New
MG
447
Mather Group
Illinois
$74.6K +$75K +925 New
GA
448
GoalVest Advisory
New York
$57.1K +$27.1K +334 +89%
MFC
449
Morris Financial Concepts
South Carolina
$56.7K
UBS AM
450
UBS AM
Illinois
$54.7K +$55.1K +679 New