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Avantis Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
1
Hill Investment Group Partners
Missouri
$33M +$199K +4,473 +0.6%
FPAS
2
Focus Partners Advisor Solutions
Missouri
$28.2M +$13.9M +312,084 +97%
NAS
3
Nicolet Advisory Services
Wisconsin
$21.1M +$6.76M +152,261 +47%
QFA
4
Quantum Financial Advisors
California
$17.1M +$986K +22,192 +6%
American Century Companies
5
American Century Companies
Missouri
$16.6M +$1.1M +24,820 +7%
SWA
6
ShankerValleau Wealth Advisors
Illinois
$15.9M +$910K +20,496 +6%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$14.8M +$1.12M +25,115 +8%
B
8
BetterWealth
California
$14.1M +$116K +2,609 +0.8%
CFA
9
Capstone Financial Advisors
Illinois
$13.5M -$54.4K -1,224 -0.4%
PWS
10
Physician Wealth Solutions
Nevada
$13.2M -$78.1K -1,759 -0.6%
AFGAS
11
Allegiance Financial Group Advisory Services
Virginia
$12.7M +$1.56M +35,040 +14%
PC
12
Prairiewood Capital
North Dakota
$11.4M +$985K +22,165 +9%
SFA
13
Sequoia Financial Advisors
Ohio
$10.6M +$5.03M +113,170 +91%
SWM
14
Seaside Wealth Management
California
$10.5M +$309K +6,945 +3%
W
15
WorthPointe
California
$10.4M -$5.51K -124 -0.1%
LA
16
LexAurum Advisors
Kansas
$9.85M +$973K +21,909 +11%
LPL Financial
17
LPL Financial
California
$9.69M +$1.69M +37,940 +21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.35M +$1.38M +31,073 +17%
EFN
19
Equita Financial Network
Pennsylvania
$8.37M +$822K +18,496 +11%
NB
20
Nicolet Bankshares
Wisconsin
$8.22M +$1.66M +37,437 +25%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$8.11M -$580K -13,061 -7%
LFA
22
Level Financial Advisors
New York
$7.3M +$310K +6,985 +4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$7.2M -$353K -7,939 -5%
LEFP
24
Leading Edge Financial Planning
Tennessee
$6.74M +$1.13M +25,452 +20%
SB
25
Strategic Blueprint
Georgia
$6.2M +$262K +5,904 +4%