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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$83.2M +$3.63M +75,005 +4%
MWM
2
Merriman Wealth Management
Washington
$73.5M +$3.79M +78,162 +5%
BA
3
Bridgewater Advisors
New York
$36.4M +$569K +11,752 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$19M +392,662 New
BWP
5
BSW Wealth Partners
Colorado
$16.9M +$1.22M +25,111 +7%
SB
6
Strategic Blueprint
Georgia
$11.3M +$1.3M +26,747 +12%
JIC
7
JRM Investment Counsel
Nebraska
$10.6M +$11.6M +238,772 New
CPIG
8
Chicago Partners Investment Group
Illinois
$7.8M +$3.38M +69,684 +83%
FWM
9
Fortress Wealth Management
California
$7.65M +$1.6M +33,052 +24%
BHWM
10
Beaird Harris Wealth Management
Texas
$6.19M +$5.19M +107,073 +331%
LPL Financial
11
LPL Financial
California
$4.48M +$1.26M +25,949 +35%
NRW
12
Nova R Wealth
Kansas
$4.25M +$2.4M +49,461 +107%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$4.03M +$2.88M +59,534 +191%
CPA
14
Cardiff Park Advisors
California
$3.62M +$450K +9,291 +13%
WCWM
15
Willow Creek Wealth Management
California
$3.37M +$2.43M +50,105 +195%
PP
16
PrairieView Partners
Minnesota
$3.3M +$815K +16,820 +29%
WCA
17
Waypoint Capital Advisors
Minnesota
$2.62M +$1.18M +24,452 +71%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$2.16M +$1.45M +29,975 +161%
SCM
19
SOL Capital Management
Maryland
$2.02M +$285K +5,875 +15%
BA
20
Bridge Advisory
California
$2M +$2.18M +45,021 New
GWM
21
Greenwich Wealth Management
Connecticut
$1.94M +$1.74M +35,964 +472%
MRWM
22
ML&R Wealth Management
Texas
$1.86M +$511K +10,554 +34%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$1.84M +$1.23M +25,307 +156%
TWP
24
Total Wealth Planning
Ohio
$1.69M +$1.41M +29,067 +323%
ASN
25
Advisory Services Network
Georgia
$1.57M +$276K +5,696 +19%