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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
$103M +$1.37M +25,246 +1%
PFA
2
Pure Financial Advisors
California
$96M -$525K -9,679 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.7M -$372K -6,868 -0.6%
PAS
4
Park Avenue Securities
New York
$47.2M -$834K -15,396 -2%
HIP
5
HUB Investment Partners
Texas
$45.6M +$2.71M +50,087 +6%
BA
6
Bridgewater Advisors
New York
$45.1M -$675K -12,463 -1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$43.7M +$16.4M +302,007 +57%
American Century Companies
8
American Century Companies
Missouri
$42.9M +$14.7M +270,616 +50%
CFS
9
Cannon Financial Strategists
Georgia
$37.5M +$14.6M +268,784 +61%
CA
10
Cetera Advisors
Colorado
$37.3M +$37.6M +694,357 +4,928%
BHWM
11
Beaird Harris Wealth Management
Texas
$36.5M +$1.12M +20,725 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$27.4M +$1.1M +20,247 +4%
JIC
13
JRM Investment Counsel
Nebraska
$24.3M +$1.17M +21,594 +5%
FWP
14
FAS Wealth Partners
Kansas
$23.3M +$23.9M +441,631 New
OCG
15
Opus Capital Group
Ohio
$22.6M +$576K +10,623 +3%
LPL Financial
16
LPL Financial
California
$22M +$8.27M +152,609 +57%
WA
17
Waverly Advisors
Alabama
$20.5M +$3.89M +71,821 +23%
AWM
18
Apollon Wealth Management
South Carolina
$20.4M +$21M +387,874 New
ICMP
19
Integrated Capital Management (Pennsylvania)
Pennsylvania
$16.9M +$6.5M +119,947 +60%
WFA
20
Websterrogers Financial Advisors
South Carolina
$16.8M -$16.7M -307,961 -49%
SB
21
Strategic Blueprint
Georgia
$15.4M -$171K -3,153 -1%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$15.4M +$1.14M +21,116 +8%
AA
23
Aire Advisors
California
$12.5M +$1.27M +23,463 +11%
CPIG
24
Chicago Partners Investment Group
Illinois
$12M +$267K +4,919 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$11.6M +$12M +220,822 +22,082,200%