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Avantis US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
151
Betterment LLC
New York
$839K +$843K +12,338 New
AAS
152
Ameritas Advisory Services
Nebraska
$817K +$821K +12,011 New
UWM
153
USAdvisors Wealth Management
Minnesota
$811K -$73K -1,068 -8%
Stifel Financial
154
Stifel Financial
Missouri
$803K +$807K +11,801 New
SDWIA
155
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$794K +$200K +2,923 +33%
CHA
156
Cooper/Haims Advisors
New York
$785K +$101K +1,472 +15%
BCI
157
Brinker Capital Investments
Pennsylvania
$775K +$15.6K +228 +2%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$713K -$111K -1,628 -13%
HIP
159
HUB Investment Partners
Texas
$706K +$23.4K +342 +3%
GT
160
Glenview Trust
Kentucky
$684K +$688K +10,061 New
CRC
161
Curi RMB Capital
Illinois
$621K +$625K +9,138 New
FFM
162
Forum Financial Management
Illinois
$601K +$66.5K +973 +12%
Renaissance Technologies
163
Renaissance Technologies
New York
$598K +$260K +3,800 +76%
AWM
164
Aprio Wealth Management
Georgia
$598K
GVAG
165
Great Valley Advisor Group
Delaware
$569K +$571K +8,359 New
DAS
166
Dynamic Advisor Solutions
Arizona
$565K +$568K +8,310 New
LG
167
LAM Group
Oregon
$546K +$549K +8,035 New
IWM
168
IHT Wealth Management
Illinois
$544K -$37.2K -544 -6%
SFM
169
Signet Financial Management
New Jersey
$523K +$526K +7,694 New
NL
170
NWAM LLC
Washington
$521K -$9.91K -145 -2%
CHAM
171
Clear Harbor Asset Management
Connecticut
$521K +$212K +3,101 +68%
WCWM
172
Willow Creek Wealth Management
California
$519K +$522K +7,634 New
AWM
173
Align Wealth Management
Oklahoma
$491K +$538K +7,869 New
Wealthfront Advisers
174
Wealthfront Advisers
California
$489K +$241K +3,525 +96%
OPWM
175
Oakwell Private Wealth Management
Texas
$479K +$114K +1,665 +31%