We are live on ! Find out more
AVLV icon

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
$507M +$46.8M +735,676 +11%
MWM
2
Merriman Wealth Management
Washington
$132M +$2.62M +41,154 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$117M +$44M +690,628 +64%
PFA
4
Pure Financial Advisors
California
$110M -$3.16M -49,674 -3%
Ameriprise
5
Ameriprise
Minnesota
$107M +$56.8M +892,607 +123%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$106M -$20.4M -320,432 -17%
Comerica Bank
7
Comerica Bank
Texas
$104M -$5.92M -92,977 -6%
PCIA
8
Prime Capital Investment Advisors
Kansas
$103M -$6.47M -101,586 -6%
American Century Companies
9
American Century Companies
Missouri
$102M +$11.9M +186,372 +14%
LPL Financial
10
LPL Financial
California
$100M +$14.5M +228,470 +18%
AA
11
Alesco Advisors
New York
$89M +$92.9K +1,460 +0.1%
FWP
12
Falcon Wealth Planning
California
$73.4M +$15.1M +237,179 +27%
HIP
13
HUB Investment Partners
Texas
$70.6M +$5.22M +81,993 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$70.3M +$1.48M +23,273 +2%
BHWM
15
Beaird Harris Wealth Management
Texas
$65.7M +$4.83M +75,895 +8%
AWM
16
Apollon Wealth Management
South Carolina
$65.3M +$2.86M +44,916 +5%
CFS
17
Cannon Financial Strategists
Georgia
$64.1M +$973K +15,288 +2%
BA
18
Bridgewater Advisors
New York
$61.8M +$512K +8,039 +0.9%
NPT
19
Nixon Peabody Trust
Massachusetts
$56.6M +$3.94M +61,928 +8%
WA
20
Waverly Advisors
Alabama
$56.5M +$5.31M +83,459 +11%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$56.2M +$3.63M +56,952 +7%
PAS
22
Park Avenue Securities
New York
$53.4M -$776K -12,197 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$51.9M +$1.93M +30,291 +4%
Morgan Stanley
24
Morgan Stanley
New York
$51.4M +$12.3M +193,839 +33%
Bank of America
25
Bank of America
North Carolina
$49M +$10.7M +167,357 +29%