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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWML
701
M Wealth Management LLC
California
$614K -$600 -6 -0.1%
BWS
702
BFI Wealth Solutions
Texas
$612K +$600K +6,000 New
AWMM
703
Aegis Wealth Management (Maryland)
Maryland
$609K – – –
MCM
704
Mattern Capital Management
Colorado
$609K +$23.6K +236 +4%
Kingswood Wealth Advisors
705
Kingswood Wealth Advisors
California
$603K +$592K +5,916 New
PGWM
706
Pitti Group Wealth Management
New York
$593K +$3.6K +36 +0.6%
SFWC
707
Strategic Family Wealth Counselors
New Jersey
$592K +$117K +1,170 +27%
KP
708
Keel Point
Alabama
$591K -$19.7K -197 -3%
LAM
709
Lifestyle Asset Management
Texas
$588K -$4.97M -49,672 -90%
SWM
710
Selective Wealth Management
Virginia
$587K -$14.7K -147 -3%
Johnson Investment Counsel
711
Johnson Investment Counsel
Ohio
$586K +$1.6K +16 +0.3%
Geneos Wealth Management
712
Geneos Wealth Management
Colorado
$585K – – –
OA
713
Oceanside Advisors
South Carolina
$585K +$44.9K +449 +8%
NWA
714
Navis Wealth Advisors
New York
$585K +$22K +220 +4%
CPCM
715
Cardinal Point Capital Management
Ontario, Canada
$585K – – –
CWI
716
Conscious Wealth Investments
Florida
$578K +$36.7K +367 +8%
TAM
717
Titleist Asset Management
Texas
$574K -$7.4K -74 -1%
O'Shaughnessy Asset Management
718
O'Shaughnessy Asset Management
Connecticut
$573K +$68.4K +684 +14%
NRI
719
NFP Retirement Inc
California
$573K +$107K +1,072 +24%
DOA
720
D'Orazio & Associates
Virginia
$564K +$6.6K +66 +1%
NAS
721
NWF Advisory Services
California
$563K -$159K -1,591 -22%
OFS
722
OneAscent Financial Services
Alabama
$563K -$15.7K -157 -3%
GPCM
723
Guardsman Private Capital Management
Florida
$553K +$542K +5,419 New
Flow Traders U.S.
724
Flow Traders U.S.
New York
$550K +$540K +5,394 New
FS
725
Financial Symmetry
North Carolina
$549K – – –