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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
$108M -$4.93M -91,687 -5%
PFA
2
Pure Financial Advisors
California
$105M -$635K -11,802 -0.6%
AA
3
Alesco Advisors
New York
$63.5M +$59.2M +1,099,918 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.6M +$1.41M +26,260 +2%
American Century Companies
5
American Century Companies
Missouri
$58.3M +$10.6M +196,346 +24%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$53.4M +$5.05M +93,854 +11%
CA
7
Cetera Advisors
Colorado
$52.7M +$11M +203,628 +29%
HIP
8
HUB Investment Partners
Texas
$51.9M +$1.78M +33,033 +4%
BA
9
Bridgewater Advisors
New York
$51.6M +$1.96M +36,371 +4%
CFS
10
Cannon Financial Strategists
Georgia
$50.4M +$8.64M +160,623 +23%
PAS
11
Park Avenue Securities
New York
$50.2M -$1.42M -26,495 -3%
BHWM
12
Beaird Harris Wealth Management
Texas
$42M +$1.85M +34,414 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$39M +$8.38M +155,814 +30%
LPL Financial
14
LPL Financial
California
$37.9M +$12.8M +238,305 +57%
MFT
15
Moisand Fitzgerald Tamayo
Florida
$32.8M +$20.6M +382,785 +206%
AWM
16
Apollon Wealth Management
South Carolina
$31.6M +$8.56M +159,107 +41%
NPT
17
Nixon Peabody Trust
Massachusetts
$30.6M +$28.5M +529,187 New
WA
18
Waverly Advisors
Alabama
$28.5M +$5.61M +104,271 +27%
FWP
19
FAS Wealth Partners
Kansas
$27M +$1.35M +25,177 +6%
OCG
20
Opus Capital Group
Ohio
$25.4M +$568K +10,567 +2%
JIC
21
JRM Investment Counsel
Nebraska
$22.8M -$3.5M -65,150 -14%
AFGAS
22
Allegiance Financial Group Advisory Services
Virginia
$19.5M +$2.47M +45,936 +16%
VWA
23
Visionary Wealth Advisors
Illinois
$18.4M +$15M +279,085 +721%
ICMP
24
Integrated Capital Management (Pennsylvania)
Pennsylvania
$17.9M -$570K -10,599 -3%
FWM
25
Fortress Wealth Management
California
$17.5M +$5.48M +101,946 +51%