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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
$438M +$45.1M +719,212 +12%
MWM
2
Merriman Wealth Management
Washington
$124M +$1.4M +22,360 +1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$122M +$36.8M +587,704 +44%
PFA
4
Pure Financial Advisors
California
$108M -$1.74M -27,787 -2%
Comerica Bank
5
Comerica Bank
Texas
$105M +$105M +1,671,891 +105,217%
PCIA
6
Prime Capital Investment Advisors
Kansas
$105M +$105M +1,671,891 New
American Century Companies
7
American Century Companies
Missouri
$85.2M +$10.5M +167,559 +14%
AA
8
Alesco Advisors
New York
$84.8M -$344K -5,492 -0.4%
LPL Financial
9
LPL Financial
California
$81.1M +$32.3M +514,759 +66%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$68M +$714K +11,397 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$65.7M +$5.12M +81,649 +8%
HIP
12
HUB Investment Partners
Texas
$62.2M +$3.56M +56,794 +6%
CFS
13
Cannon Financial Strategists
Georgia
$60.2M +$1.71M +27,257 +3%
AWM
14
Apollon Wealth Management
South Carolina
$59.5M +$4.09M +65,266 +7%
BA
15
Bridgewater Advisors
New York
$58.2M +$1.38M +21,962 +2%
BHWM
16
Beaird Harris Wealth Management
Texas
$57.9M +$9.84M +156,983 +21%
FWP
17
Falcon Wealth Planning
California
$55.2M +$16.4M +262,120 +43%
PAS
18
Park Avenue Securities
New York
$51.8M -$667K -10,638 -1%
NPT
19
Nixon Peabody Trust
Massachusetts
$50.1M +$13.6M +216,892 +37%
MFT
20
Moisand Fitzgerald Tamayo
Florida
$50.1M +$2.88M +45,996 +6%
WA
21
Waverly Advisors
Alabama
$48.7M +$8.83M +140,873 +22%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$47.7M +$2.41M +38,477 +5%
Ameriprise
23
Ameriprise
Minnesota
$45.8M +$45.6M +727,863 New
PLFA
24
Pacific Life Fund Advisors
California
$41.3M +$41.2M +657,751 New
Morgan Stanley
25
Morgan Stanley
New York
$36.9M +$17.9M +285,304 +95%