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Avantis Responsible US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
51
Plancorp LLC
Missouri
$386K
SFC
52
Sprinkle Financial Consultants
Colorado
$384K +$570 +8 +0.2%
TWA
53
TCI Wealth Advisors
Arizona
$369K
PAM
54
Pacific Asset Management
Washington
$357K -$3.99K -56 -1%
TH
55
Team Hewins
California
$352K
WRPWM
56
Werba Rubin Papier Wealth Management
California
$307K +$4.2K +59 +1%
Morgan Stanley
57
Morgan Stanley
New York
$299K
QHA
58
Quarry Hill Advisors
Minnesota
$298K -$11.3K -158 -4%
SDWIA
59
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K -$145K -2,034 -34%
CCWM
60
Correct Capital Wealth Management
Missouri
$286K
Jane Street
61
Jane Street
New York
$261K +$252K +3,543 New
MGIA
62
Moneta Group Investment Advisors
Missouri
$245K
CW
63
Curio Wealth
Maryland
$181K +$20.2K +284 +13%
RLIM
64
Red Lighthouse Investment Management
New York
$168K -$14.7K -206 -8%
TWD
65
True Wealth Design
Ohio
$151K
Osaic Holdings
66
Osaic Holdings
Arizona
$141K +$37.9K +532 +38%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$113K
EWP
68
Elevation Wealth Partners
California
$74K +$1.57K +22 +2%
GWM
69
Grand Wealth Management
Michigan
$68.7K
W
70
WealthCollab
Washington
$63.2K
FVIM
71
Fort Vancouver Investment Management
Washington
$44.7K
ADL
72
Asset Dedication LLC
California
$30.2K -$64.7K -909 -69%
SIS
73
Sound Income Strategies
Florida
$12.1K +$11.7K +164 New
MPW
74
MASECO Private Wealth
-$84.3M -1,230,145 Closed
AWM
75
Axxcess Wealth Management
California
-$323K -4,708 Closed