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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
401
Independence Bank of Kentucky
Kentucky
$780K +$288K +3,599 +71%
EWA
402
EverSource Wealth Advisors
Alabama
$778K +$41.8K +522 +6%
FNWA
403
Financial Network Wealth Advisors
Utah
$765K +$681K +8,514 New
Citadel Advisors
404
Citadel Advisors
Florida
$759K -$585K -7,310 -46%
WWP
405
WR Wealth Planners
Missouri
$735K -$18.4K -230 -3%
MWM
406
Mattern Wealth Management
Kansas
$729K
KA
407
Klingman & Associates
New York
$726K -$97.2K -1,215 -13%
ZF
408
Zhang Financial
Michigan
$716K +$280K +3,504 +78%
LWM
409
LJI Wealth Management
Indiana
$710K +$633K +7,909 New
MG
410
Mather Group
Illinois
$704K +$627K +7,840 New
MWM
411
Meridian Wealth Management
Kentucky
$694K -$215K -2,682 -26%
NMG
412
New Millennium Group
Utah
$682K +$607K +7,581 +84,233%
AWM
413
Axxcess Wealth Management
California
$681K +$168K +2,094 +38%
OWA
414
Octavia Wealth Advisors
Ohio
$681K +$606K +7,579 New
CPP
415
Capasso Planning Partners
South Carolina
$654K +$17.2K +215 +3%
Jane Street
416
Jane Street
New York
$652K -$1.85M -23,100 -76%
JSW
417
Journey Strategic Wealth
New Jersey
$646K +$107K +1,342 +23%
FTWA
418
Fifth Third Wealth Advisors
Ohio
$636K +$92.3K +1,154 +19%
Bank of New York Mellon
419
Bank of New York Mellon
New York
$626K +$115K +1,442 +26%
AWG
420
Altus Wealth Group
Colorado
$623K +$72K +900 +15%
CA
421
Claro Advisors
Massachusetts
$610K +$544K +6,794 New
EMAM
422
Encompass More Asset Management
California
$593K +$529K +6,606 New
DWG
423
Darden Wealth Group
Michigan
$593K +$528K +6,600 New
PSA
424
Plum Street Advisors
Louisiana
$588K +$524K +6,553 New
RJT
425
Raymond James Trust
Florida
$588K +$146K +1,819 +38%