We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
476
IHT Wealth Management
Illinois
$4.4M +$507K +4,248 +14%
GWL
477
Generations Wealth LLC
Ohio
$4.34M -$1.47M -12,309 -26%
DFC
478
DBK Financial Counsel
Ohio
$4.32M -$512K -4,292 -11%
OBWG
479
Onyx Bridge Wealth Group
New York
$4.28M +$140K +1,176 +4%
CA
480
Cornerstone Advisory
Maryland
$4.24M +$1.53M +12,850 +61%
LG
481
LAM Group
Oregon
$4.22M -$44.1K -370 -1%
GRP
482
Global Retirement Partners
California
$4.22M +$4.03M +33,826 New
PMG
483
ProVise Management Group
Florida
$4.21M -$3.7M -30,993 -48%
SWM
484
Steelhead Wealth Management
Virginia
$4.18M -$912K -7,642 -19%
PCM
485
Passive Capital Management
Maryland
$4.15M -$475K -3,981 -9%
SWM
486
Sculati Wealth Management
Michigan
$4.14M +$61.1K +512 +2%
CSIA
487
Conrad Siegel Investment Advisors
Pennsylvania
$4.14M -$198K -1,660 -5%
MAM
488
McLean Asset Management
Virginia
$4.14M -$439K -3,682 -10%
SPA
489
Sentinel Pension Advisors
Massachusetts
$4.07M +$232K +1,948 +6%
TWM
490
Troutman Wealth Management
Pennsylvania
$4.06M +$43.2K +362 +1%
SOWAS
491
Silver Oak Wealth Advisors Services
California
$4.05M -$291K -2,437 -7%
HOWA
492
Hudson Oak Wealth Advisory
New Jersey
$4.01M -$138K -1,157 -3%
FA
493
Faithward Advisors
Pennsylvania
$3.98M +$73.5K +616 +2%
ACA
494
Aptus Capital Advisors
Alabama
$3.97M +$130K +1,094 +4%
HA
495
Herold Advisors
New York
$3.96M +$207K +1,732 +6%
FCM
496
Fortis Capital Management
Washington
$3.96M -$139K -1,166 -4%
BWS
497
Broadway Wealth Solutions
Texas
$3.96M +$89.3K +749 +2%
EB
498
Emprise Bank
Kansas
$3.96M -$17.2K -144 -0.5%
MWM
499
Modera Wealth Management
New Jersey
$3.94M +$1.77M +14,865 +89%
HWMO
500
Heritage Wealth Management (Ohio)
Ohio
$3.9M +$43.4K +364 +1%