We are live on ! Find out more
AVLV icon

Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
426
Cogent Private Wealth
Florida
$225K -$30.7K -379 -12%
FWM
427
FMB Wealth Management
California
$220K – – –
BPWM
428
Badgley Phelps Wealth Managers
Washington
$214K – – –
Truist Financial
429
Truist Financial
North Carolina
$212K +$213K +2,626 New
PCA
430
Prosperity Capital Advisors
Ohio
$210K +$211K +2,605 New
HI
431
Harbour Investments
Wisconsin
$194K +$90.2K +1,112 +86%
BF
432
BOK Financial
Oklahoma
$193K +$194K +2,393 New
AssetMark Inc
433
AssetMark Inc
California
$173K +$1.62K +20 +0.9%
PWAM
434
Private Wealth Asset Management
Iowa
$173K – – –
PFBT
435
Parkside Financial Bank & Trust
Missouri
$169K +$5.51K +68 +3%
Bank of Montreal
436
Bank of Montreal
Ontario, Canada
$158K +$1.78K +22 +1%
AUB
437
Atlantic Union Bankshares
Virginia
$142K +$40.1K +494 +39%
MCM
438
MAI Capital Management
Ohio
$127K -$415K -5,122 -77%
HFS
439
Hantz Financial Services
Michigan
$125K +$74.7K +921 +147%
IA
440
IFP Advisors
Florida
$123K +$487 +6 +0.4%
DAM
441
Delta Asset Management
Tennessee
$116K – – –
AF
442
Allworth Financial
California
$104K +$4.38K +54 +4%
GWM
443
Geneos Wealth Management
Colorado
$103K +$2.84K +35 +3%
APW
444
Aventura Private Wealth
Florida
$89K +$43.1K +531 +93%
LFA
445
Longview Financial Advisors
Alabama
$86.7K +$87.3K +1,076 New
TLA
446
Tanglewood Legacy Advisors
Texas
$82K – – –
ACM
447
Anfield Capital Management
California
$80.1K – – –
HIC
448
Hamrick Investment Counsel
Washington
$79K +$79.5K +980 New
MG
449
Mather Group
Illinois
$74.6K +$75K +925 New
GA
450
GoalVest Advisory
New York
$57.1K +$27.1K +334 +89%