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Avantis Responsible US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$701K -$947K -15,699 -58%
AAS
27
Avantax Advisory Services
Texas
$641K -$14.6K -242 -2%
BEW
28
Burton Enright Welch
California
$619K +$605K +10,032 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$598K
Truist Financial
30
Truist Financial
North Carolina
$598K
JP Morgan Chase
31
JP Morgan Chase
New York
$593K
HIGP
32
Hill Investment Group Partners
Missouri
$579K -$346K -5,738 -39%
KLI
33
Kelman-Lazarov Inc
Tennessee
$546K +$292K +4,842 +121%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$533K +$521K +8,631 New
OCM
35
Orion Capital Management
California
$509K
FWM
36
FMB Wealth Management
California
$371K
AFG
37
ABLE Financial Group
Arizona
$362K +$354K +5,866 New
PL
38
Plancorp LLC
Missouri
$324K
TWA
39
TCI Wealth Advisors
Arizona
$320K
SFC
40
Sprinkle Financial Consultants
Colorado
$319K +$112K +1,865 +56%
LA
41
LexAurum Advisors
Kansas
$271K +$21.1K +350 +9%
BL
42
BFSG LLC
California
$248K +$164K +2,719 +209%
MGIA
43
Moneta Group Investment Advisors
Missouri
$246K +$240K +3,985 New
TIM
44
Tortoise Investment Management
New York
$241K
AWM
45
Axxcess Wealth Management
California
$228K +$222K +3,685 New
NRWA
46
North Ridge Wealth Advisors
Oregon
$223K
Osaic Holdings
47
Osaic Holdings
Arizona
$172K +$119K +1,978 +245%
RLIM
48
Red Lighthouse Investment Management
New York
$145K +$663 +11 +0.5%
EWP
49
Elevation Wealth Partners
California
$60K +$181 +3 +0.3%
GWM
50
Grand Wealth Management
Michigan
$57.7K