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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
476
Arbor Wealth Advisors
Michigan
$649K +$354K +3,913 +118%
MPCL
477
My Personal CFO LLC
Washington
$644K +$354K +3,913 +120%
IFG
478
Independent Financial Group
California
$631K +$102K +1,123 +19%
WMWM
479
Whitaker-Myers Wealth Managers
Ohio
$621K +$80.9K +893 +15%
SWM
480
Selective Wealth Management
Virginia
$619K -$22.4K -247 -3%
AQR Capital Management
481
AQR Capital Management
Connecticut
$616K +$621K +6,862 New
DWM
482
Diversify Wealth Management
Utah
$613K +$624K +6,893 New
AFS
483
Annapolis Financial Services
Maryland
$597K -$12.5K -138 -2%
JCM
484
Jacobi Capital Management
Pennsylvania
$593K +$183K +2,022 +44%
LFGO
485
Legacy Financial Group (Oklahoma)
Oklahoma
$590K +$34.2K +378 +6%
IFS
486
Intelligent Financial Strategies
Minnesota
$572K -$45.1K -498 -7%
PVI
487
Pine Valley Investments
New Jersey
$567K +$26.5K +293 +5%
APG
488
Abacus Planning Group
South Carolina
$562K +$51.1K +564 +10%
TFP
489
Triune Financial Partners
Kansas
$554K +$22.4K +247 +4%
CBT
490
Central Bank & Trust
Kentucky
$552K
BFEC
491
Benjamin F. Edwards & Company
Missouri
$500K +$65.4K +722 +15%
BWP
492
Balboa Wealth Partners
Arizona
$500K -$36K -397 -7%
IAS
493
Insigneo Advisory Services
Florida
$499K +$254K +2,805 +100%
NWA
494
Navis Wealth Advisors
New York
$495K +$63.4K +700 +15%
MWM
495
Modera Wealth Management
New Jersey
$474K -$2.99K -33 -0.6%
CIAS
496
Capital Investment Advisory Services
North Carolina
$466K +$145K +1,602 +45%
PTC
497
Private Trust Company
Ohio
$460K +$164K +1,808 +54%
RFP
498
RCS Financial Planning
Maryland
$459K
Bank of New York Mellon
499
Bank of New York Mellon
New York
$457K -$344K -3,800 -43%
Luther King Capital Management (LKCM)
500
Luther King Capital Management (LKCM)
Texas
$455K