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Avantis US Small Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$849M +$21.9M +378,725 +3%
MIAS
2
Mason Investment Advisory Services
Virginia
$212M +$5.58M +96,254 +3%
WMN
3
Wealth Management Nebraska
Nebraska
$103M +$6.09M +105,187 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$68.4M +$3.28M +56,697 +5%
CA
5
Cambridge Associates
Massachusetts
$54.2M +$4.93M +85,118 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39.7M +$2.05M +35,415 +6%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$37.4M +$2.56M +44,193 +7%
Creative Planning
8
Creative Planning
Kansas
$37.3M +$1.26M +21,767 +4%
AWM
9
AE Wealth Management
Kansas
$35.6M +$3.04M +52,433 +9%
TAWM
10
Three Arch Wealth Management
California
$26.7M +$26.3M +453,813 New
LPL Financial
11
LPL Financial
California
$26.2M -$681K -11,760 -3%
American Century Companies
12
American Century Companies
Missouri
$24.3M +$2.2M +37,996 +10%
SC
13
Savant Capital
Illinois
$22M -$6.04M -104,242 -22%
RFS
14
Retirement Financial Solutions
Tennessee
$21.7M -$89.9K -1,551 -0.4%
CWP
15
Cornerstone Wealth Partners
Michigan
$16.6M +$16.3M +282,093 New
BFG
16
Berger Financial Group
Minnesota
$16.5M +$604K +10,422 +4%
WAG
17
Wheelhouse Advisory Group
Missouri
$16.5M +$597K +10,304 +7%
FWP
18
FAS Wealth Partners
Kansas
$16M +$1.12M +19,349 +8%
WPA
19
West Paces Advisors
Georgia
$15.4M +$100K +1,734 +0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$15M +$639K +11,026 +5%
PAS
21
Park Avenue Securities
New York
$13.7M +$1.04M +18,021 +8%
SW
22
Simplicity Wealth
New Jersey
$12.9M +$621K +10,723 +5%
Morgan Stanley
23
Morgan Stanley
New York
$12.7M +$623K +10,745 +5%
KCA
24
Kilner Capital Advisors
Maryland
$11.6M +$11.4M +197,179 New
FIA
25
Foundations Investment Advisors
Arizona
$11.2M +$345K +5,956 +3%