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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
601
CogentBlue Wealth Advisors
Tennessee
$585K -$193K -2,051 -23%
IFG
602
Independent Financial Group
California
$580K +$14.3K +152 +2%
CCFM
603
Clear Creek Financial Management
Washington
$578K +$623K +6,627 New
CIAS
604
Capital Investment Advisory Services
North Carolina
$570K -$30.3K -322 -5%
LSA
605
Lion Street Advisors
Texas
$566K +$12.6K +134 +2%
E
606
EntreWealth
Texas
$563K +$127K +1,351 +26%
VFA
607
Valeo Financial Advisors
Indiana
$560K -$541K -5,759 -47%
CA
608
Continuum Advisory
Idaho
$559K -$7.58M -80,649 -93%
IFS
609
Intelligent Financial Strategies
Minnesota
$556K
PGFC
610
Peapack-Gladstone Financial Corp
New Jersey
$549K +$591K +6,295 New
SIAG
611
Safeguard Investment Advisory Group
California
$538K +$275K +2,932 +91%
TCWM
612
Total Clarity Wealth Management
Illinois
$534K
KFA
613
Kelleher Financial Advisors
New York
$528K -$2.91K -31 -0.5%
AWM
614
Arista Wealth Management
Nevada
$528K -$10.4K -111 -2%
DWM
615
Drive Wealth Management
Utah
$527K +$223K +2,374 +65%
RFP
616
RCS Financial Planning
Maryland
$526K -$658 -7 -0.1%
BAWC
617
Boyce & Associates Wealth Consulting
Texas
$526K +$75K +798 +15%
AWM
618
Ariadne Wealth Management
California
$525K +$570K +6,064 New
KAM
619
Kraft Asset Management
Tennessee
$521K +$561K +5,975 New
TFP
620
Triune Financial Partners
Kansas
$516K +$2.07K +22 +0.4%
PGWM
621
Pitti Group Wealth Management
New York
$509K -$30.1K -320 -5%
JIC
622
Johnson Investment Counsel
Ohio
$508K +$548K +5,828 New
MPW
623
Magnolia Private Wealth
Pennsylvania
$505K -$193K -2,052 -26%
KWM
624
Kingsview Wealth Management
Oregon
$500K +$539K +5,739 New
Marshall Wace
625
Marshall Wace
United Kingdom
$496K +$535K +5,689 New