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Avantis US Large Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$402M +$364M +6,077,100 +3,490%
MWM
2
Merriman Wealth Management
Washington
$125M +$4.49M +74,860 +4%
PFA
3
Pure Financial Advisors
California
$112M -$3.97M -66,164 -4%
AA
4
Alesco Advisors
New York
$87.1M +$15.3M +255,581 +23%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$86.5M +$25.3M +422,215 +46%
American Century Companies
6
American Century Companies
Missouri
$76.4M +$10.7M +178,288 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$68.9M -$747K -12,470 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$61.9M +$57.8M +963,709 New
CA
9
Cetera Advisors
Colorado
$60.7M +$1.96M +32,649 +4%
HIP
10
HUB Investment Partners
Texas
$60M +$2.02M +33,631 +4%
CFS
11
Cannon Financial Strategists
Georgia
$59.8M +$3.49M +58,223 +7%
BA
12
Bridgewater Advisors
New York
$57.8M +$413K +6,890 +0.8%
AWM
13
Apollon Wealth Management
South Carolina
$56.7M +$20.1M +334,942 +61%
PAS
14
Park Avenue Securities
New York
$53.6M -$2.06M -34,445 -4%
LPL Financial
15
LPL Financial
California
$49.9M +$7.15M +119,319 +18%
BHWM
16
Beaird Harris Wealth Management
Texas
$49.1M +$2.21M +36,839 +5%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$48.3M +$11M +183,075 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46.3M +$2.69M +44,895 +7%
WA
19
Waverly Advisors
Alabama
$40.8M +$8.46M +141,175 +29%
FWP
20
Falcon Wealth Planning
California
$39.6M +$20.2M +337,247 +121%
NPT
21
Nixon Peabody Trust
Massachusetts
$37.3M +$3.1M +51,666 +10%
FWP
22
FAS Wealth Partners
Kansas
$34.7M +$4.42M +73,731 +16%
OCG
23
Opus Capital Group
Ohio
$29.3M +$905K +15,097 +3%
JIC
24
JRM Investment Counsel
Nebraska
$25.7M +$256K +4,270 +1%
Bank of America
25
Bank of America
North Carolina
$25.5M +$7.83M +130,677 +49%