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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
726
Bridgewater Advisors
New York
$712K +$6.17K +56 +0.9%
DAM
727
Directional Asset Management
Illinois
$712K +$141K +1,282 +25%
IWS
728
Intentional Wealth Strategies
Colorado
$711K +$708K +6,432 New
OA
729
Oceanside Advisors
South Carolina
$709K +$74.9K +680 +12%
ATI
730
ARK & TLK Investments
Oklahoma
$705K +$168K +1,530 +32%
AWMM
731
Aegis Wealth Management (Maryland)
Maryland
$704K +$44K +400 +7%
CWP
732
Cyndeo Wealth Partners
Florida
$704K +$701K +6,369 New
NRI
733
NFP Retirement Inc
California
$700K +$79.3K +720 +13%
JIC
734
Johnson Investment Counsel
Ohio
$699K +$63.4K +576 +10%
FFG
735
Fortress Financial Group
Minnesota
$697K +$420K +3,814 +153%
PGWM
736
Pitti Group Wealth Management
New York
$694K +$51.5K +468 +8%
IFA
737
Index Fund Advisors
California
$692K +$689K +6,260 New
GWM
738
Geneos Wealth Management
Colorado
$691K +$56.3K +511 +9%
BWFA
739
Baltimore-Washington Financial Advisors
Maryland
$690K – – –
PTC
740
Private Trust Company
Ohio
$689K +$19.3K +175 +3%
FWMP
741
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$682K – – –
SF
742
Slagle Financial
Illinois
$680K -$32.3K -293 -5%
Lido Advisors
743
Lido Advisors
California
$677K -$18.3K -166 -3%
WMWM
744
Whitaker-Myers Wealth Managers
Ohio
$670K -$38.1K -346 -5%
CPCM
745
Cardinal Point Capital Management
Ontario, Canada
$666K +$32.7K +297 +5%
MWML
746
M Wealth Management LLC
California
$665K – – –
TFP
747
Triune Financial Partners
Kansas
$663K +$1.76K +16 +0.3%
SFWC
748
Strategic Family Wealth Counselors
New Jersey
$661K +$49.4K +449 +8%
BW
749
Balance Wealth
Ohio
$658K +$655K +5,951 New
RWM
750
Ritholtz Wealth Management
New York
$655K +$253K +2,300 +63%