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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
676
Fortune Financial Advisors
Kansas
$757K +$55.1K +551 +8%
PIS
677
POM Investment Strategies
North Carolina
$753K +$37.1K +371 +5%
RFP
678
RCS Financial Planning
Maryland
$752K -$11.9K -119 -2%
KPP
679
Kings Path Partners
Texas
$752K -$33K -330 -4%
GWS
680
Glassman Wealth Services
Virginia
$751K +$377K +3,767 +105%
PCM
681
Prospera Capital Management
Arizona
$744K – – –
CIBC Private Wealth Group
682
CIBC Private Wealth Group
Georgia
$740K +$455K +4,546 +168%
MS
683
Monetary Solutions
Ohio
$720K +$707K +7,062 New
KFAS
684
Keating Financial Advisory Services
Kansas
$701K +$688K +6,876 New
Robertson Stephens Wealth Management
685
Robertson Stephens Wealth Management
California
$695K -$33.5K -335 -5%
LFGO
686
Legacy Financial Group (Oklahoma)
Oklahoma
$681K +$2.5K +25 +0.4%
SC
687
Schubert & Co
Texas
$677K +$118K +1,179 +22%
CFA
688
Camarda Financial Advisors
Florida
$671K -$76K -760 -10%
OWA
689
OakTrust Wealth Advisors
Connecticut
$664K +$651K +6,509 New
CPP
690
Capasso Planning Partners
South Carolina
$663K +$18.2K +182 +3%
BA
691
Bridgewater Advisors
New York
$659K +$3.8K +38 +0.6%
SF
692
Slagle Financial
Illinois
$657K +$18.6K +186 +3%
TFP
693
Triune Financial Partners
Kansas
$654K +$1.1K +11 +0.2%
WMWM
694
Whitaker-Myers Wealth Managers
Ohio
$654K -$231K -2,307 -26%
IFS
695
Intelligent Financial Strategies
Minnesota
$651K – – –
Marshall Wace
696
Marshall Wace
United Kingdom
$650K +$637K +6,371 New
BWFA
697
Baltimore-Washington Financial Advisors
Maryland
$637K +$625K +6,250 New
FWMP
698
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$630K – – –
Lido Advisors
699
Lido Advisors
California
$627K – – –
PTC
700
Private Trust Company
Ohio
$618K +$101K +1,008 +20%