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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
$545M +$31.3M +459,990 +6%
MWM
2
Merriman Wealth Management
Washington
$131M -$2.87M -42,108 -2%
LPL Financial
3
LPL Financial
California
$127M +$26.4M +388,222 +26%
Ameriprise
4
Ameriprise
Minnesota
$124M +$17.7M +259,748 +16%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$118M +$10.4M +153,166 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$117M -$1.85M -27,136 -2%
American Century Companies
7
American Century Companies
Missouri
$116M +$13.3M +194,918 +13%
PFA
8
Pure Financial Advisors
California
$107M -$4.23M -62,197 -4%
Comerica Bank
9
Comerica Bank
Texas
$102M -$3.74M -55,030 -3%
PCIA
10
Prime Capital Investment Advisors
Kansas
$101M -$3.98M -58,466 -4%
AA
11
Alesco Advisors
New York
$89.4M -$829K -12,184 -0.9%
PP
12
PrairieView Partners
Minnesota
$82.1M +$60.3M +886,083 +258%
FWP
13
Falcon Wealth Planning
California
$79.1M +$4.67M +68,609 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$74M +$2.7M +39,634 +4%
Bank of America
15
Bank of America
North Carolina
$70.6M +$21.3M +313,777 +42%
BHWM
16
Beaird Harris Wealth Management
Texas
$70.5M +$3.96M +58,232 +6%
AWM
17
Apollon Wealth Management
South Carolina
$66.9M +$705K +10,364 +1%
BA
18
Bridgewater Advisors
New York
$66.9M +$3.88M +56,975 +6%
CFS
19
Cannon Financial Strategists
Georgia
$66.5M +$1.58M +23,149 +2%
HIP
20
HUB Investment Partners
Texas
$64.9M -$6.84M -100,492 -9%
WA
21
Waverly Advisors
Alabama
$64.4M +$7.24M +106,346 +12%
NPT
22
Nixon Peabody Trust
Massachusetts
$60.7M +$3.32M +48,851 +6%
Morgan Stanley
23
Morgan Stanley
New York
$59.4M +$7.39M +108,679 +14%
MFT
24
Moisand Fitzgerald Tamayo
Florida
$56.9M -$126K -1,857 -0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$56.3M +$3.67M +53,932 +7%