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Avantis US Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
1
Elwood & Goetz Wealth Advisory Group
Georgia
$35.4M +$1.66M +21,433 +5%
HighTower Advisors
2
HighTower Advisors
Illinois
$33M +$22.6M +291,139 +243%
BFG
3
Berger Financial Group
Minnesota
$21.6M +$1.96M +25,332 +10%
LPL Financial
4
LPL Financial
California
$19.9M +$9.76M +125,957 +103%
TFO
5
Tarbox Family Office
California
$19.3M +$6.15M +79,406 +49%
WMP
6
Wealth Management Partners
Arizona
$17.5M +$87.5K +1,130 +0.5%
NA
7
Networth Advisors
Pennsylvania
$15.2M +$854K +11,029 +6%
American Century Companies
8
American Century Companies
Missouri
$15.1M +$2.19M +28,248 +18%
CA
9
CGN Advisors
Kansas
$14.5M +$1.19M +15,386 +9%
EFP
10
Envision Financial Planning
Tennessee
$11.5M +$127K +1,644 +1%
AWM
11
AE Wealth Management
Kansas
$11.3M +$2.18M +28,076 +25%
Morgan Stanley
12
Morgan Stanley
New York
$10.2M +$9.76M +125,930 +11,903%
TPW
13
Tiller Private Wealth
Pennsylvania
$8.96M +$478K +6,171 +6%
BFG
14
Bleakley Financial Group
New Jersey
$8.14M +$6.07M +78,356 +339%
IAA
15
Independent Advisor Alliance
North Carolina
$8.12M -$1.14M -14,650 -13%
Corient Private Wealth
16
Corient Private Wealth
Florida
$7.17M +$6.93M +89,404 New
MFG
17
Mendota Financial Group
Wisconsin
$7.14M +$1.58M +20,409 +30%
CPIG
18
Chicago Partners Investment Group
Illinois
$5.41M +$65.2K +842 +1%
KAS
19
Kestra Advisory Services
Texas
$4.15M -$38.8K -501 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.05M +$165K +2,128 +4%
P
21
&Partners
Tennessee
$4.03M +$140K +1,803 +4%
LA
22
LexAurum Advisors
Kansas
$3.85M +$350K +4,512 +10%
CB
23
Commerce Bank
Missouri
$3.4M +$1.92M +24,739 +141%
CIAS
24
CFS Investment Advisory Services
New Jersey
$3.1M +$83.1K +1,073 +3%
GT
25
Glenview Trust
Kentucky
$3.07M +$2.96M +38,225 New