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Avantis US Small Cap Value ETF
AVUV

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
701
BFI Wealth Solutions
Texas
$612K +$600K +6,000 New
AWMM
702
Aegis Wealth Management (Maryland)
Maryland
$609K – – –
MCM
703
Mattern Capital Management
Colorado
$609K +$23.6K +236 +4%
KWA
704
Kingswood Wealth Advisors
California
$603K +$592K +5,916 New
PGWM
705
Pitti Group Wealth Management
New York
$593K +$3.6K +36 +0.6%
SFWC
706
Strategic Family Wealth Counselors
New Jersey
$592K +$117K +1,170 +27%
KP
707
Keel Point
Alabama
$591K -$19.7K -197 -3%
LAM
708
Lifestyle Asset Management
Texas
$588K -$4.97M -49,672 -90%
SWM
709
Selective Wealth Management
Virginia
$587K -$14.7K -147 -3%
JIC
710
Johnson Investment Counsel
Ohio
$586K +$1.6K +16 +0.3%
GWM
711
Geneos Wealth Management
Colorado
$585K – – –
OA
712
Oceanside Advisors
South Carolina
$585K +$44.9K +449 +8%
NWA
713
Navis Wealth Advisors
New York
$585K +$22K +220 +4%
CPCM
714
Cardinal Point Capital Management
Ontario, Canada
$585K – – –
CWI
715
Conscious Wealth Investments
Florida
$578K +$36.7K +367 +8%
TAM
716
Titleist Asset Management
Texas
$574K -$7.4K -74 -1%
OSAM
717
O'Shaughnessy Asset Management
Connecticut
$573K +$68.4K +684 +14%
NRI
718
NFP Retirement Inc
California
$573K +$107K +1,072 +24%
DOA
719
D'Orazio & Associates
Virginia
$564K +$6.6K +66 +1%
NAS
720
NWF Advisory Services
California
$563K -$159K -1,591 -22%
OFS
721
OneAscent Financial Services
Alabama
$563K -$15.7K -157 -3%
GPCM
722
Guardsman Private Capital Management
Florida
$553K +$542K +5,419 New
FTUS
723
Flow Traders U.S.
New York
$550K +$540K +5,394 New
FS
724
Financial Symmetry
North Carolina
$549K – – –
AWE
725
Avidian Wealth Enterprises
Texas
$542K +$145K +1,451 +38%
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30 31