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Avantis US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$655K +$222K +4,905 +62%
EWA
52
EverSource Wealth Advisors
Alabama
$626K +$18.1K +399 +3%
PWA
53
PCG Wealth Advisors
Kansas
$591K -$32.8K -725 -6%
GB
54
Goepper Burkhardt
South Carolina
$584K +$531K +11,715 New
TIM
55
Tortoise Investment Management
New York
$571K +$25.1K +555 +5%
CFS
56
CRA Financial Services
New Jersey
$568K +$92.6K +2,045 +23%
Creative Planning
57
Creative Planning
Kansas
$561K -$18K -397 -3%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$517K +$459K +10,123 New
CG
59
Caprock Group
Idaho
$434K -$12.2K -270 -3%
ZF
60
Zhang Financial
Michigan
$409K +$363K +8,015 New
LSA
61
Lion Street Advisors
Texas
$285K +$253K +5,587 New
GAM
62
GEM Asset Management
Michigan
$272K +$453 +10 +0.2%
IFA
63
Index Fund Advisors
California
$248K +$6.75K +149 +3%
KAS
64
Kestra Advisory Services
Texas
$230K +$204K +4,499 New
AWM
65
Arista Wealth Management
Nevada
$220K +$195K +4,306 New
EFP
66
EnRich Financial Partners
Wisconsin
$220K +$195K +4,305 New
MWM
67
Mattern Wealth Management
Kansas
$215K +$191K +4,213 New
PA
68
Parallel Advisors
California
$174K +$100K +2,216 +185%
RWM
69
Ruedi Wealth Management
Illinois
$150K
HI
70
Harbour Investments
Wisconsin
$131K +$5.98K +132 +5%
CPA
71
Cardiff Park Advisors
California
$106K
SPIA
72
Steward Partners Investment Advisory
New York
$94.5K +$83.8K +1,850 New
Morgan Stanley
73
Morgan Stanley
New York
$77K -$180K -3,969 -72%
RFG
74
REAP Financial Group
Texas
$42.2K +$37.5K +827 New
Osaic Holdings
75
Osaic Holdings
Arizona
$37.1K +$30.5K +673 +1,270%