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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
101
Orion Capital Management
California
$468K +$448K +8,774 New
ACP
102
Aveo Capital Partners
Colorado
$463K +$443K +8,683 New
TI
103
Truepoint Inc
Ohio
$438K
DWM
104
Dopkins Wealth Management
New York
$424K +$187K +3,670 +86%
SF
105
Synovus Financial
Georgia
$422K +$255 +5 +0.1%
FCM
106
Fortis Capital Management
Washington
$393K +$161K +3,149 +75%
SWA
107
Sax Wealth Advisors
New Jersey
$390K +$82.1K +1,608 +28%
CAN
108
Cetera Advisor Networks
California
$346K +$331K +6,491 New
GCA
109
Gradient Capital Advisors
California
$303K
PWIA
110
Porter White Investment Advisors
Alabama
$292K +$279K +5,469 New
CPA
111
Capital Performance Advisors
California
$287K +$30.1K +590 +12%
CAC
112
Certified Advisory Corp
Florida
$266K +$254K +4,980 New
TP
113
Tranquility Partners
Tennessee
$264K +$252K +4,943 New
GAM
114
GEM Asset Management
Michigan
$255K -$3.42K -67 -1%
SDWIA
115
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$247K
GA
116
Greenspring Advisors
Maryland
$225K -$1.15M -22,472 -84%
CFS
117
CRA Financial Services
New Jersey
$212K +$203K +3,970 New
DPI
118
Diversified Portfolios Inc
Michigan
$207K +$198K +3,878 New
CPP
119
Capasso Planning Partners
South Carolina
$205K +$196K +3,839 New
RWM
120
Ruedi Wealth Management
Illinois
$191K +$90.5K +1,773 +98%
Morgan Stanley
121
Morgan Stanley
New York
$109K +$104K +2,040 New
LFA
122
Level Financial Advisors
New York
$85.5K +$59.2K +1,160 +262%
CG
123
Cutler Group
California
$45K +$43.9K +860 New
AA
124
Addison Advisors
Vermont
$44K +$42.1K +825 New
MFC
125
Morris Financial Concepts
South Carolina
$38.6K +$6.49K +127 +21%