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Avantis US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$1.08M +$434K +6,485 +78%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1M +$687K +10,261 +245%
APG
28
Abacus Planning Group
South Carolina
$814K +$1.87K +28 +0.2%
FIA
29
Foundations Investment Advisors
Arizona
$797K +$753K +11,255 New
AF
30
Advisornet Financial
Minnesota
$737K +$517K +7,728 +267%
CW
31
CreativeOne Wealth
Kansas
$707K +$683K +10,200 New
GPWA
32
Great Point Wealth Advisors
Massachusetts
$687K +$662K +9,899 New
PP
33
Prosperity Planning
Missouri
$580K +$45.8K +685 +9%
Morgan Stanley
34
Morgan Stanley
New York
$489K +$462K +6,905 +4,897%
UWM
35
USAdvisors Wealth Management
Minnesota
$427K +$412K +6,154 New
VWA
36
V Wealth Advisors
Kansas
$387K +$373K +5,576 New
RJT
37
Raymond James Trust
Florida
$369K
BA
38
Bridgewater Advisors
New York
$362K +$342K +5,110 New
SPP
39
Single Point Partners
Massachusetts
$358K +$280K +4,184 New
LPL Financial
40
LPL Financial
California
$337K +$325K +4,853 New
RIG
41
Roosevelt Investment Group
New York
$329K +$317K +4,739 New
BWM
42
BerganKDV Wealth Management
Minnesota
$323K +$312K +4,655 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$280K +$58.2K +870 +27%
MWM
44
Merriman Wealth Management
Washington
$252K
MFT
45
Moisand Fitzgerald Tamayo
Florida
$223K +$2.21K +33 +1%
Osaic Holdings
46
Osaic Holdings
Arizona
$139K -$77K -1,150 -37%
BC
47
Burleson & Co
California
$19K +$18.4K +275 New
PP
48
PrairieView Partners
Minnesota
$15K
MCA
49
Magnolia Capital Advisors
Mississippi
-$5.06M -80,345 Closed
MA
50
Mutual Advisors
Nebraska
-$208K -3,306 Closed