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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIS
676
POM Investment Strategies
North Carolina
$753K +$37.1K +371 +5%
RFP
677
RCS Financial Planning
Maryland
$752K -$11.9K -119 -2%
KPP
678
Kings Path Partners
Texas
$752K -$33K -330 -4%
GWS
679
Glassman Wealth Services
Virginia
$751K +$377K +3,767 +105%
PCM
680
Prospera Capital Management
Arizona
$744K
CIBC Private Wealth Group
681
CIBC Private Wealth Group
Georgia
$740K +$455K +4,546 +168%
MS
682
Monetary Solutions
Ohio
$720K +$707K +7,062 New
KFAS
683
Keating Financial Advisory Services
Kansas
$701K +$688K +6,876 New
RSWM
684
Robertson Stephens Wealth Management
California
$695K -$33.5K -335 -5%
LFGO
685
Legacy Financial Group (Oklahoma)
Oklahoma
$681K +$2.5K +25 +0.4%
SC
686
Schubert & Co
Texas
$677K +$118K +1,179 +22%
CFA
687
Camarda Financial Advisors
Florida
$671K -$76K -760 -10%
OWA
688
OakTrust Wealth Advisors
Connecticut
$664K +$651K +6,509 New
CPP
689
Capasso Planning Partners
South Carolina
$663K +$18.2K +182 +3%
BA
690
Bridgewater Advisors
New York
$659K +$3.8K +38 +0.6%
SF
691
Slagle Financial
Illinois
$657K +$18.6K +186 +3%
TFP
692
Triune Financial Partners
Kansas
$654K +$1.1K +11 +0.2%
WMWM
693
Whitaker-Myers Wealth Managers
Ohio
$654K -$231K -2,307 -26%
IFS
694
Intelligent Financial Strategies
Minnesota
$651K
Marshall Wace
695
Marshall Wace
United Kingdom
$650K +$637K +6,371 New
BWFA
696
Baltimore-Washington Financial Advisors
Maryland
$637K +$625K +6,250 New
FWMP
697
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$630K
Lido Advisors
698
Lido Advisors
California
$627K
PTC
699
Private Trust Company
Ohio
$618K +$101K +1,008 +20%
MWML
700
M Wealth Management LLC
California
$614K -$600 -6 -0.1%