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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
76
Keener Financial Planning
Texas
$17.4M +$1.2M +16,298 +8%
CWP
77
Cornerstone Wealth Partners
Michigan
$16.9M +$16.4M +222,541 New
SRB
78
Shotwell Rutter Baer
Michigan
$16.8M +$368K +5,005 +2%
CCA
79
Clearwater Capital Advisors
Illinois
$16.6M +$1.04M +14,087 +7%
HWMC
80
Heritage Wealth Management (California)
California
$16.4M +$836K +11,368 +6%
FNBSF
81
First National Bank Sioux Falls
South Dakota
$16.2M +$174K +2,363 +1%
UWPG
82
Ullmann Wealth Partners Group
Florida
$16M +$3.9M +53,003 +32%
RFG
83
REAP Financial Group
Texas
$15.8M +$1.1M +14,989 +8%
ATC
84
Advantage Trust Company
Kansas
$15.5M +$3.8M +51,604 +34%
MWM
85
Meritas Wealth Management
California
$15.2M +$1.21M +16,486 +9%
PFA
86
Providence Financial Advisors
Kansas
$15.1M -$158K -2,152 -1%
KF
87
Krilogy Financial
Missouri
$14.8M -$363K -4,936 -3%
NA
88
NewEdge Advisors
Louisiana
$14.7M -$801K -10,890 -5%
FDDB
89
Fidelity D&D Bancorp
Pennsylvania
$14.7M +$949K +12,894 +7%
Corient Private Wealth
90
Corient Private Wealth
Florida
$14.5M +$10.4M +141,884 +289%
AF
91
Apollon Financial
South Carolina
$14.4M +$840K +11,417 +6%
BW
92
BostonPremier Wealth
Massachusetts
$14.3M +$2.26M +30,741 +19%
WFA
93
Websterrogers Financial Advisors
South Carolina
$13.6M -$297K -4,034 -2%
VWA
94
Valued Wealth Advisors
Utah
$13.5M +$330K +4,479 +3%
NRW
95
Nova R Wealth
Kansas
$13.5M -$356K -4,833 -3%
MML Investors Services
96
MML Investors Services
Massachusetts
$13.5M +$893K +12,133 +7%
PHWM
97
Pine Harbor Wealth Management
Maryland
$13.4M +$2.26M +30,655 +21%
CFO
98
Collective Family Office
Pennsylvania
$13.4M -$106K -1,444 -0.8%
GFA
99
Gallagher Fiduciary Advisors
Illinois
$13.2M +$458K +6,229 +4%
AI
100
Atria Investments
North Carolina
$13.1M -$30.4K -413 -0.2%