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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
201
Aveo Capital Partners
Colorado
$546K -$8.72K -137 -2%
BTI
202
Blue Trust Inc
Georgia
$525K -$15.1K -237 -3%
GAM
203
GEM Asset Management
Michigan
$492K +$1.02K +16 +0.2%
GWMR
204
GC Wealth Management RIA
Massachusetts
$492K +$476K +7,476 New
IAG
205
Investment Advisory Group
Massachusetts
$483K +$467K +7,340 New
SAG
206
SageView Advisory Group
California
$456K +$441K +6,932 New
CAC
207
Certified Advisory Corp
Florida
$425K +$94.1K +1,478 +30%
DI
208
Disciplined Investments
Oklahoma
$422K +$16.8K +264 +4%
Citadel Advisors
209
Citadel Advisors
Florida
$421K -$573 -9 -0.1%
AWE
210
Avidian Wealth Enterprises
Texas
$421K
LG
211
LAM Group
Oregon
$409K +$250K +3,930 +172%
LI
212
LRI Investments
Florida
$394K
AWS
213
Atria Wealth Solutions
New York
$377K +$121K +1,897 +50%
DWM
214
Dopkins Wealth Management
New York
$362K -$841K -13,220 -71%
SDWIA
215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$361K +$27.3K +429 +8%
PWIA
216
Porter White Investment Advisors
Alabama
$360K
FSWA
217
Financial Synergies Wealth Advisors
Texas
$357K +$21K +330 +6%
WAS
218
WESPAC Advisors SoCal
California
$356K -$9.89M -155,351 -97%
QHA
219
Quarry Hill Advisors
Minnesota
$337K
SFS
220
Summit Financial Strategies
Ohio
$330K
CFA
221
Cahill Financial Advisors
Minnesota
$325K +$8.47K +133 +3%
BW
222
BIP Wealth
Georgia
$323K +$90.7K +1,425 +41%
BA
223
Bridge Advisory
California
$309K +$1.21K +19 +0.4%
JCM
224
Jacobi Capital Management
Pennsylvania
$297K -$27.8K -436 -9%
AWC
225
Adamsbrown Wealth Consultants
Kansas
$292K +$282K +4,438 New