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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
101
Pine Harbor Wealth Management
Maryland
$10.6M +$2.35M +33,266 +29%
BWMG
102
Bannerman Wealth Management Group
Texas
$10.6M +$429K +6,080 +4%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$10.4M +$1.95M +27,565 +24%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$10.2M +$109K +1,537 +1%
SRC
105
Sage Rhino Capital
California
$9.99M -$178K -2,523 -2%
GWM
106
Greenwich Wealth Management
Connecticut
$9.77M +$52.8K +748 +0.6%
KPP
107
Kings Path Partners
Texas
$9.73M +$947K +13,412 +11%
FF
108
Financial Futures
New Jersey
$9.36M +$432K +6,122 +5%
PWA
109
PCG Wealth Advisors
Kansas
$9.23M +$9.02M +127,719 New
FFG
110
Foundry Financial Group
New Hampshire
$9.2M +$364K +5,156 +4%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$9.19M +$190K +2,685 +2%
MGW
112
MB Generational Wealth
Washington
$9.16M +$8.95M +126,729 New
SWM
113
Sentinel Wealth Management
Virginia
$9.06M +$495K +7,007 +6%
KFP
114
KMG Fiduciary Partners
Ohio
$8.9M +$141K +2,002 +2%
SI
115
Stephens Inc
Arkansas
$8.88M +$141K +1,990 +2%
Creative Planning
116
Creative Planning
Kansas
$8.18M +$743K +10,526 +10%
FMN
117
Financial Management Network
California
$8.16M -$304K -4,306 -4%
FFWA
118
Forthright Family Wealth Advisory
Texas
$8.09M +$1.8M +25,545 +30%
SOWAS
119
Silver Oak Wealth Advisors Services
California
$7.87M +$195K +2,756 +3%
QWM
120
Quadcap Wealth Management
Texas
$7.82M -$480K -6,790 -6%
BDWCC
121
B&D White Capital Company
Texas
$7.72M +$1.83M +25,863 +32%
NFG
122
Nations Financial Group
Iowa
$7.71M +$549K +7,767 +8%
RW
123
Ridgeline Wealth
Arizona
$7.63M +$432K +6,115 +6%
SF
124
Synovus Financial
Georgia
$7.39M +$154K +2,183 +2%
AHC
125
Anderson Hoagland & Co
Missouri
$7.28M +$102K +1,450 +1%