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Avantis Responsible US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1
Silicon Hills Wealth Management
Texas
$7.45M +$7.15M +148,948 +2,816%
Corient Private Wealth
2
Corient Private Wealth
Florida
$7.33M +$1.59M +33,199 +28%
NCM
3
Northland Capital Management
Minnesota
$6.07M -$987K -20,555 -14%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.4M +$1.09M +22,785 +33%
HFA
5
Highland Financial Advisors
New Jersey
$3.08M +$135K +2,812 +5%
WCWM
6
Willow Creek Wealth Management
California
$2.96M +$270K +5,624 +10%
MWM
7
Merriman Wealth Management
Washington
$2.23M -$42.1K -876 -2%
AC
8
AWM Capital
Arizona
$1.59M
VCP
9
Vista Capital Partners
Oregon
$1.16M -$1.87M -38,912 -62%
DPI
10
Diversified Portfolios Inc
Michigan
$1.16M
JSW
11
Journey Strategic Wealth
New Jersey
$846K +$65.6K +1,366 +8%
WA
12
Wealthstream Advisors
New York
$637K +$351K +7,303 +124%
Citadel Advisors
13
Citadel Advisors
Florida
$623K +$281K +5,842 +83%
HIGP
14
Hill Investment Group Partners
Missouri
$582K +$128K +2,664 +28%
PCM
15
Passive Capital Management
Maryland
$529K
PP
16
PrairieView Partners
Minnesota
$522K +$119K +2,475 +30%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$509K -$135K -2,806 -21%
TWA
18
TCI Wealth Advisors
Arizona
$321K -$10.9K -227 -3%
FWM
19
FMB Wealth Management
California
$318K +$3.89K +81 +1%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$267K +$266K +5,536 New
PL
21
Plancorp LLC
Missouri
$254K
Osaic Holdings
22
Osaic Holdings
Arizona
$245K +$246K +5,123 New
WP
23
WMS Partners
Maryland
$217K +$216K +4,495 New
KLI
24
Kelman-Lazarov Inc
Tennessee
$216K
TIM
25
Tortoise Investment Management
New York
$189K