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Avantis US Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$120K +$26.2K +378 +29%
HIA
52
Harbor Investment Advisory
Maryland
$85.4K +$83.3K +1,200 New
FWP
53
FAS Wealth Partners
Kansas
$56.8K +$139 +2 +0.3%
PTC
54
Private Trust Company
Ohio
$53.4K
IA
55
IFP Advisors
Florida
$44.9K
CA
56
Clearstead Advisors
Ohio
$41.7K +$40.7K +586 New
MWA
57
Medallion Wealth Advisors
Connecticut
$37.7K
ME
58
McIlrath & Eck
Washington
$30.1K
KFA
59
Kelleher Financial Advisors
New York
$29.5K +$28.7K +414 New
MCM
60
MAI Capital Management
Ohio
$20.9K +$20.4K +294 New
1IA
61
1620 Investment Advisors
Massachusetts
$11.4K +$11.1K +160 New
RF
62
Rossby Financial
Florida
$7.69K +$2.71K +39 +57%
AF
63
Allworth Financial
California
$3.56K +$3.47K +50 New
CFD
64
Creative Financial Designs
Indiana
$2.14K
Morgan Stanley
65
Morgan Stanley
New York
$1.57K +$1.53K +22 New
LWM
66
Lodestone Wealth Management
Washington
$714 +$694 +10 New
NMG
67
New Millennium Group
Utah
$17
Goldman Sachs
68
Goldman Sachs
New York
-$836K -12,135 Closed
FPGK
69
Financial Partners Group (Kansas)
Kansas
-$248K -3,600 Closed
CCM
70
Cloud Capital Management
Washington
-$80K -1,173 Closed
UBS Group
71
UBS Group
Switzerland
-$29.3K -425 Closed
Simplex Trading
72
Simplex Trading
Illinois
-$7K -113 Closed