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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
526
Ironwood Financial
Arizona
$578K +$334K +3,576 +146%
TFP
527
Triune Financial Partners
Kansas
$566K -$26.2K -280 -5%
BWP
528
Balboa Wealth Partners
Arizona
$554K +$19.2K +205 +4%
IAS
529
Insigneo Advisory Services
Florida
$539K +$561 +6 +0.1%
NWA
530
Navis Wealth Advisors
New York
$529K
CFA
531
Cahill Financial Advisors
Minnesota
$527K +$514K +5,497 New
FGA
532
Fortis Group Advisors
New Jersey
$526K +$512K +5,481 New
IFA
533
Index Fund Advisors
California
$511K +$139K +1,483 +39%
LIM
534
Leavell Investment Management
Alabama
$510K +$163K +1,745 +49%
Lido Advisors
535
Lido Advisors
California
$509K +$22.2K +238 +5%
PTC
536
Private Trust Company
Ohio
$508K +$15K +160 +3%
Bank of New York Mellon
537
Bank of New York Mellon
New York
$494K +$4.86K +52 +1%
TCM
538
Tandem Capital Management
New Jersey
$490K
BPWM
539
Badgley Phelps Wealth Managers
Washington
$488K +$475K +5,083 New
CFGS
540
Concourse Financial Group Securities
Alabama
$484K -$235K -2,509 -33%
MWM
541
Modera Wealth Management
New Jersey
$482K -$24K -257 -5%
ECM
542
Evergreen Capital Management
Washington
$480K
Northern Trust
543
Northern Trust
Illinois
$478K +$250K +2,670 +116%
Fidelity Investments
544
Fidelity Investments
Massachusetts
$477K +$289K +3,094 +164%
KFGK
545
Keystone Financial Group (Kentucky)
Kentucky
$476K +$464K +4,964 New
Bank of Montreal
546
Bank of Montreal
Ontario, Canada
$476K +$36.2K +387 +8%
QCM
547
Quantinno Capital Management
New York
$476K +$463K +4,957 New
AW
548
Atlas Wealth
Ohio
$473K -$461K -4,934 -50%
IC
549
Innealta Capital
Texas
$464K -$16.3K -174 -3%
TSWM
550
Tyler-Stone Wealth Management
Ohio
$462K +$225K +2,410 +100%