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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Arista Wealth Management
Nevada
$642K +$142K +1,290 +29%
SWM
752
Selective Wealth Management
Virginia
$639K – – –
NWA
753
Navis Wealth Advisors
New York
$634K – – –
OSAM
754
O'Shaughnessy Asset Management
Connecticut
$631K +$10K +91 +2%
TAM
755
Titleist Asset Management
Texas
$627K +$4.84K +44 +0.8%
GAM
756
Gotham Asset Management
New York
$624K +$157K +1,429 +34%
MGIA
757
Moneta Group Investment Advisors
Missouri
$621K +$314K +2,854 +103%
FS
758
Financial Symmetry
North Carolina
$615K -$28.4K -258 -5%
KP
759
Keel Point
Alabama
$603K -$37.2K -338 -6%
GPCM
760
Guardsman Private Capital Management
Florida
$599K – – –
IA
761
Inspire Advisors
Idaho
$595K +$593K +5,385 New
NAS
762
NWF Advisory Services
California
$585K -$25.4K -231 -4%
BCG
763
Breakwater Capital Group
New Jersey
$577K +$575K +5,226 New
WF
764
Whelan Financial
California
$570K – – –
OFS
765
OneAscent Financial Services
Alabama
$569K -$40.5K -368 -7%
AGP
766
Autumn Glory Partners
Texas
$557K – – –
RPA
767
Redwood Park Advisors
California
$556K +$1.54K +14 +0.3%
CA
768
CGN Advisors
Kansas
$556K -$666K -6,045 -55%
BBHC
769
Brown Brothers Harriman & Co
New York
$554K – – –
AWE
770
Avidian Wealth Enterprises
Texas
$554K -$32.8K -298 -6%
VIPI
771
Vista Investment Partners II
Indiana
$548K +$546K +4,962 New
TFA
772
Tranquilli Financial Advisor
New Jersey
$547K +$26.1K +237 +5%
SEIA
773
Signature Estate & Investment Advisors
California
$546K +$5.07K +46 +0.9%
AW
774
Atlas Wealth
Ohio
$545K – – –
GCM
775
Gambit Capital Management
Tennessee
$545K -$285K -2,588 -34%