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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.57M +$332K +6,478 +31%
WA
27
Wealth Architects
California
$1.35M +$86.7K +1,694 +8%
VCM
28
Versant Capital Management
Arizona
$1.34M +$3.53K +69 +0.3%
PP
29
Prosperity Planning
Missouri
$1.16M +$1.05M +20,444 New
CWA
30
Centennial Wealth Advisory
Michigan
$930K +$838K +16,364 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$765K +$689K +13,459 New
MML Investors Services
32
MML Investors Services
Massachusetts
$745K +$671K +13,101 New
TWA
33
TCI Wealth Advisors
Arizona
$732K +$619K +12,100 +1,543%
CPIG
34
Chicago Partners Investment Group
Illinois
$648K +$526K +10,281 New
MAA
35
Mraz Amerine & Associates
California
$587K +$528K +10,319 New
CM
36
Cornerstone Management
Georgia
$580K +$522K +10,201 New
CPWM
37
Cardinal Point Wealth Management
California
$534K +$481K +9,400 New
KA
38
Klingman & Associates
New York
$513K
UWM
39
USAdvisors Wealth Management
Minnesota
$503K +$54.7K +1,069 +15%
T
40
TRUADVICE
Florida
$330K +$275K +5,379 New
NWM
41
Northwest Wealth Management
Iowa
$247K +$222K +4,345 New
OC
42
Oppenheimer & Co
New York
$245K +$220K +4,304 New
Morgan Stanley
43
Morgan Stanley
New York
$186K +$167K +3,265 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$117K +$30.5K +595 +41%
LAS
45
Lloyd Advisory Services
Georgia
$61K +$5.63K +110 +11%
EK
46
Evensky & Katz
Florida
$52K +$256 +5 +0.5%
PWM
47
Perigon Wealth Management
California
$43K +$38.9K +760 New
Bank of America
48
Bank of America
North Carolina
$37K +$33.2K +649 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$31K +$27.9K +545 New
Osaic Holdings
50
Osaic Holdings
Arizona
$25K +$22.1K +432 New