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Avantis US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Sequent Asset Management
Texas
$214K
OBWP
152
O'Brien Wealth Partners
Massachusetts
$210K +$207K +3,580 New
GB
153
Goepper Burkhardt
South Carolina
$209K -$126K -2,175 -38%
Osaic Holdings
154
Osaic Holdings
Arizona
$189K +$7.07K +122 +4%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$141K
LAS
156
Lloyd Advisory Services
Georgia
$129K +$127K +2,191 New
BONH
157
Bank of New Hampshire
New Hampshire
$115K +$114K +1,966 New
SAM
158
Smartleaf Asset Management
Massachusetts
$114K +$55.6K +959 +99%
Bank of America
159
Bank of America
North Carolina
$101K +$100K +1,726 New
NA
160
NewEdge Advisors
Louisiana
$99K +$2.9K +50 +3%
Comerica Bank
161
Comerica Bank
Texas
$98.2K
WWA
162
Wealth Watch Advisors
Colorado
$83.2K -$2.96K -51 -3%
MA
163
MCF Advisors
Kentucky
$74.4K +$73.4K +1,266 New
PTC
164
Private Trust Company
Ohio
$71.6K
RFA
165
Reyes Financial Architecture
California
$56.9K
MWA
166
Medallion Wealth Advisors
Connecticut
$56.8K
Fidelity Investments
167
Fidelity Investments
Massachusetts
$50.4K -$164K -2,824 -77%
BBHC
168
Brown Brothers Harriman & Co
New York
$50.2K +$49.5K +855 New
EWM
169
Evolution Wealth Management
Florida
$49.3K +$26.8K +462 +123%
SPIA
170
Steward Partners Investment Advisory
New York
$43.8K
ACA
171
American Capital Advisory
Idaho
$41.6K
SGK
172
Steigerwald Gordon & Koch
Virginia
$41.4K
MNA
173
Manning & Napier Advisors
New York
$36.4K -$14.5K -250 -29%
YP
174
YANKCOM Partnership
South Dakota
$29.4K
RFP
175
Root Financial Partners
California
$27.6K