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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$47.6M +$12.3M +140,356 +37%
WC
52
Waterloo Capital
Texas
$45.9M +$44.2M +502,911 New
OCG
53
Opus Capital Group
Ohio
$45.8M +$395K +4,493 +0.9%
VWA
54
Visionary Wealth Advisors
Illinois
$45.1M +$2.14M +24,348 +5%
LFS
55
Legacy Financial Strategies
Kansas
$44.4M +$468K +5,323 +1%
TWA
56
Tulsa Wealth Advisors
Oklahoma
$43.5M +$5.99M +68,238 +17%
MSA
57
Mason Street Advisors
Wisconsin
$43.3M +$41.7M +474,820 New
AFM
58
Armstrong Fleming & Moore
District of Columbia
$40.9M +$39.4M +448,575 New
GSIS
59
Global Strategic Investment Solutions
Arizona
$40.5M -$19.7M -224,775 -34%
AWM
60
Aprio Wealth Management
Georgia
$38.4M -$1.09M -12,430 -3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$38.1M +$36.7M +417,725 New
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$37.1M +$1.39M +15,848 +4%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$35.9M +$4.99M +56,855 +17%
SWP
64
ShoreHaven Wealth Partners
New Jersey
$34M +$1.97M +22,468 +6%
LEFP
65
Leading Edge Financial Planning
Tennessee
$33.5M +$1.73M +19,682 +6%
CPIG
66
Chicago Partners Investment Group
Illinois
$32.8M +$969K +11,028 +3%
AC
67
Apella Capital
Connecticut
$31.9M +$2.21M +25,164 +8%
SP
68
Symmetry Partners
Connecticut
$31.4M +$1.08M +12,284 +4%
APFP
69
Action Point Financial Planning
Michigan
$30.7M +$16.5M +187,424 +126%
FMN
70
Financial Management Network
California
$29.7M +$17.6M +199,892 +161%
TCTWM
71
Three Cord True Wealth Management
Pennsylvania
$28.5M +$1.43M +16,290 +6%
MML Investors Services
72
MML Investors Services
Massachusetts
$28.2M +$9.05M +102,989 +50%
FWM
73
Fonville Wealth Management
Virginia
$26.9M +$2.7M +30,725 +12%
RRAM
74
River Road Asset Management
Kentucky
$26.7M +$25.8M +293,193 New
MWM
75
McMill Wealth Management
Nebraska
$26.6M +$172K +1,955 +0.7%