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Avantis Moderate Allocation ETF
AVMA
AVMA
74.16
USD
+0.01
0.01%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.01%
5 days
0.58%
1 month
0.38%
3 months
1.27%
6 months
6.61%
Year to date
11.18%
1 year
15.62%
5 years
46.74%
10 years
46.74%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
GPWA
1
Great Point Wealth Advisors
Boston,
Massachusetts
| $5.43M | – | – | – |
|
| 2 |
2
LPL Financial
San Diego,
California
| $2.57M | +$2.48M | +42,902 | New |
|
| 3 |
VF
3
Vawter Financial
Columbus,
Ohio
| $787K | +$49.2K | +851 | +7% |
|
| 4 |
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $736K | – | – | – |
|
| 5 |
IWS
5
Integrity Wealth Solutions
Denver,
Colorado
| $396K | +$45.9K | +794 | +14% |
|
| 6 |
DWM
6
Diversify Wealth Management
Sandy,
Utah
| $365K | +$357K | +6,175 | New |
|
| 7 |
PL
7
Plancorp LLC
Saint Louis,
Missouri
| $224K | – | – | – |
|
| 8 |
WRPWM
8
Werba Rubin Papier Wealth Management
San Jose,
California
| $219K | -$11.7K | -203 | -5% |
|
| 9 |
SS
9
Sunbelt Securities
Houston,
Texas
| $106K | – | – | – |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $95.7K | -$2.09M | -36,189 | -96% |
|
| 11 |
VCM
11
Versant Capital Management
Phoenix,
Arizona
| $41.8K | +$16.6K | +288 | +70% |
|
| 12 |
EWA
12
EverSource Wealth Advisors
Birmingham,
Alabama
| $6.46K | +$520 | +9 | +9% |
|
| 13 |
13
UBS Group
Zurich,
Switzerland
| $2.81K | +$2.72K | +47 | New |
|