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Avantis US Small Cap Value ETF
AVUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
301
IEQ Capital
California
$298K – – –
LIM
302
Leavell Investment Management
Alabama
$298K +$7.9K +105 +3%
API
303
Advisor Partners II
California
$295K -$110K -1,469 -27%
LNC
304
Lincoln National Corp
Pennsylvania
$291K +$293K +3,901 New
BWS
305
BCR Wealth Strategies
Alabama
$282K – – –
GTAM
306
Global Trust Asset Management
Florida
$279K – – –
CB
307
Commerce Bank
Missouri
$277K – – –
CWM
308
Collaborative Wealth Management
Florida
$274K +$277K +3,680 New
GWM
309
Grand Wealth Management
Michigan
$268K +$54.3K +722 +25%
OC
310
Oppenheimer & Co
New York
$266K – – –
BF
311
BOK Financial
Oklahoma
$266K +$268K +3,564 New
PTC
312
Private Trust Company
Ohio
$244K +$14.4K +191 +6%
SSWM
313
Sheets Smith Wealth Management
North Carolina
$243K -$45.1K -600 -16%
SIMM
314
Stillwater Investment Management (Minnesota)
Minnesota
$239K – – –
WFA
315
Websterrogers Financial Advisors
South Carolina
$238K -$120K -1,600 -33%
BWM
316
Brickley Wealth Management
California
$235K +$237K +3,150 New
TCM
317
Tandem Capital Management
New Jersey
$234K +$236K +3,140 New
HI
318
Harbour Investments
Wisconsin
$230K +$178K +2,363 +326%
CBT
319
CoreFirst Bank & Trust
Kansas
$230K +$130K +1,735 +129%
IWP
320
Insight Wealth Partners
Texas
$227K +$229K +3,050 New
BAM
321
Baldrige Asset Management
Pennsylvania
$227K – – –
CPIA
322
Cornell Pochily Investment Advisors
New York
$213K +$215K +2,857 New
RWM
323
Ruedi Wealth Management
Illinois
$206K +$208K +2,759 New
DWM
324
Dopkins Wealth Management
New York
$203K +$205K +2,720 New
TCWA
325
Ten Capital Wealth Advisors
Washington
$199K – – –
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13
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