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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$96.1M +$13M +260,221 +16%
PFA
2
Pure Financial Advisors
California
$92.3M -$1.71M -34,163 -2%
BA
3
Bridgewater Advisors
New York
$43.2M +$2.07M +41,349 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.6M +$1.94M +38,693 +10%
BHWM
5
Beaird Harris Wealth Management
Texas
$20.9M +$13.9M +277,569 +199%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$20.7M +$20.7M +412,904 New
JIC
7
JRM Investment Counsel
Nebraska
$15.3M +$3.29M +65,549 +27%
SB
8
Strategic Blueprint
Georgia
$14.7M +$1.91M +38,119 +15%
OCG
9
Opus Capital Group
Ohio
$13.2M +$13.2M +263,100 New
FWP
10
FAS Wealth Partners
Kansas
$12.5M +$12.5M +248,481 New
WFA
11
Websterrogers Financial Advisors
South Carolina
$12.2M +$12.2M +243,842 New
American Century Companies
12
American Century Companies
Missouri
$12.2M +$12M +238,921 +5,111%
CPIG
13
Chicago Partners Investment Group
Illinois
$10.6M +$2.07M +41,319 +27%
FWM
14
Fortress Wealth Management
California
$9.74M +$1.09M +21,781 +13%
LPL Financial
15
LPL Financial
California
$8.55M +$3.49M +69,533 +69%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$7.95M +$3.39M +67,683 +75%
SRC
17
Sage Rhino Capital
California
$7.83M +$7.82M +155,962 New
WI
18
WJ Interests
Texas
$7.53M +$7.52M +150,009 New
AFGAS
19
Allegiance Financial Group Advisory Services
Virginia
$7.04M +$7.04M +140,335 New
NRW
20
Nova R Wealth
Kansas
$6.38M +$1.58M +31,481 +33%
LFG
21
Larson Financial Group
Missouri
$5.21M +$5.21M +103,876 New
CWP
22
Concord Wealth Partners
Virginia
$5.05M +$3.94M +78,677 +357%
WCWM
23
Willow Creek Wealth Management
California
$4.97M +$1.17M +23,240 +31%
EWM
24
Echo Wealth Management
Minnesota
$4.94M +$4.69M +93,534 New
MFT
25
Moisand Fitzgerald Tamayo
Florida
$4.57M +$2.13M +42,578 +88%