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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$695K -$104 -2 -0%
PFG
77
Prosperity Financial Group
California
$678K +$689K +13,274 New
LFGO
78
Legacy Financial Group (Oklahoma)
Oklahoma
$641K -$16.3K -314 -2%
WPC
79
Wedmont Private Capital
Pennsylvania
$599K +$571 +11 +0.1%
PWA
80
PCG Wealth Advisors
Kansas
$567K -$92.3K -1,779 -14%
SSW
81
Stone Summit Wealth
Florida
$519K +$527K +10,150 New
VWA
82
Visionary Wealth Advisors
Illinois
$426K +$433K +8,335 New
TI
83
Truepoint Inc
Ohio
$420K -$11.8K -227 -3%
SF
84
Synovus Financial
Georgia
$404K +$208 +4 +0.1%
BSW
85
Buckingham Strategic Wealth
Missouri
$391K
SXL
86
Summit X LLC
Missouri
$341K +$346K +6,666 New
AFAS
87
Acorn Financial Advisory Services
Virginia
$325K +$25.6K +494 +8%
SWA
88
Sax Wealth Advisors
New Jersey
$291K +$296K +5,702 New
GCA
89
Gradient Capital Advisors
California
$290K +$6.38K +123 +2%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$267K +$45.8K +883 +20%
GAM
91
GEM Asset Management
Michigan
$248K +$25.6K +494 +11%
CPA
92
Capital Performance Advisors
California
$245K +$19.8K +382 +9%
SDWIA
93
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$237K
DWM
94
Dopkins Wealth Management
New York
$218K +$222K +4,275 New
FCM
95
Fortis Capital Management
Washington
$216K +$219K +4,219 New
FFA
96
Farther Finance Advisors
California
$207K +$210K +4,042 New
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$158K +$161K +3,100 New
RWM
98
Ruedi Wealth Management
Illinois
$92.5K
TWA
99
TCI Wealth Advisors
Arizona
$76.7K
MFC
100
Morris Financial Concepts
South Carolina
$30.5K