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Avantis US Equity ETF
AVUS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Madrid Wealth Management
New Mexico
$12.2M +$12M +108,906 New
CCA
127
Clarity Capital Advisors
Florida
$12M -$413K -3,752 -3%
MPW
128
Magnolia Private Wealth
Pennsylvania
$11.7M -$14.1M -127,941 -55%
WAG
129
Wilkerson Advisory Group
Missouri
$11.5M +$11.4M +103,317 New
BOC
130
Bull Oak Capital
California
$11.5M -$90.9K -825 -0.8%
WUW
131
Wheels Up Wealth
California
$11.1M +$10.9M +98,957 New
GWL
132
Generations Wealth LLC
Ohio
$10.8M +$10.7M +96,792 New
MW
133
Marrick Wealth
California
$10.7M +$10.6M +95,917 New
AC
134
Annandale Capital
Texas
$10.6M – – –
WPC
135
Wedmont Private Capital
Pennsylvania
$10.4M +$3.52K +32 +0%
MWP
136
Meredith Wealth Planning
Illinois
$10M -$243K -2,210 -2%
OFI
137
Outbound Financial Inc
Colorado
$9.84M -$46K -418 -0.5%
PWM
138
Parkshore Wealth Management
California
$9.67M -$113K -1,027 -1%
CWM
139
Cornerstone Wealth Management
Missouri
$9.61M +$1.1M +9,992 +13%
IWM
140
IHT Wealth Management
Illinois
$9.17M -$990K -8,986 -10%
LWA
141
Lantern Wealth Advisors
New York
$9.17M -$656K -5,953 -7%
AW
142
Atlas Wealth
Ohio
$9.12M +$544K +4,939 +6%
LI
143
LRI Investments
Florida
$9.04M – – –
EWM
144
Echo Wealth Management
Minnesota
$9.01M -$1.53M -13,920 -15%
HWM
145
Heirloom Wealth Management
Colorado
$8.98M +$836K +7,594 +10%
HA
146
Herold Advisors
New York
$8.97M +$649K +5,889 +8%
NWM
147
Northwest Wealth Management
Iowa
$8.88M -$260K -2,360 -3%
SRC
148
Sage Rhino Capital
California
$8.82M -$271K -2,460 -3%
PWM
149
Perigon Wealth Management
California
$8.74M -$151K -1,372 -2%
KIM
150
Kestra Investment Management
Texas
$8.59M +$1.15M +10,485 +16%
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