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Avantis US Equity ETF
AVUS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1
Annex Advisory Services
Wisconsin
$323M +$62.4M +679,655 +25%
American Century Companies
2
American Century Companies
Missouri
$295M +$16.6M +181,003 +6%
ORL
3
Oak Root LLC
California
$289M -$634K -6,904 -0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$162M +$6.43M +70,031 +4%
HighTower Advisors
5
HighTower Advisors
Illinois
$155M -$3.79M -41,294 -2%
AP
6
Adero Partners
California
$137M +$4.77M +51,967 +4%
LPL Financial
7
LPL Financial
California
$128M +$8.93M +97,263 +8%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$128M -$12M -130,628 -9%
Creative Planning
9
Creative Planning
Kansas
$125M -$4.12M -44,875 -3%
Morgan Stanley
10
Morgan Stanley
New York
$116M +$8.53M +92,934 +8%
TIA
11
Traphagen Investment Advisors
New Jersey
$110M +$1.23M +13,442 +1%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$105M +$1.67M +18,157 +2%
WWP
13
Waypoint Wealth Partners
California
$101M +$4.8M +52,307 +5%
RW
14
RVW Wealth
California
$101M -$2.02M -22,017 -2%
QFA
15
Quantum Financial Advisors
California
$91.9M +$6.5M +70,827 +8%
WP
16
WMS Partners
Maryland
$90.1M +$6.19M +67,387 +8%
Corient Private Wealth
17
Corient Private Wealth
Florida
$85.7M +$9M +98,041 +12%
SAF
18
Smith Anglin Financial
Texas
$80.5M +$24.4M +265,209 +46%
MWM
19
Modera Wealth Management
New Jersey
$76.8M +$2.46M +26,826 +3%
OIA
20
OneDigital Investment Advisors
Kansas
$70.8M +$198K +2,161 +0.3%
FSC
21
Full Sail Capital
Oklahoma
$66.4M -$982K -10,698 -2%
CAM
22
Cresset Asset Management
Illinois
$64.6M +$10.5M +114,644 +20%
BWS
23
BCR Wealth Strategies
Alabama
$62.1M +$1.73M +18,789 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$60.2M -$7.62M -83,000 -12%
SW
25
Simplicity Wealth
New Jersey
$59.9M +$51.6M +562,213 +837%
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