AVUV icon

Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
801
W.H. Cornerstone Investments
Massachusetts
$317K +$311K +3,112 New
DWG
802
Darden Wealth Group
Michigan
$316K -$10K -100 -3%
CA
803
Calton & Associates
Florida
$315K -$69.7K -697 -18%
PAG
804
Powers Advisory Group
Illinois
$312K -$4.7K -47 -2%
GTWM
805
Global Trust Wealth Management
Florida
$311K +$305K +3,050 New
AIM
806
Anchor Investment Management
South Carolina
$311K – – –
GWM
807
Grand Wealth Management
Michigan
$305K – – –
CPWL
808
Coquina Private Wealth LLC
Florida
$305K +$299K +2,990 New
BCM
809
Brookstone Capital Management
Illinois
$305K -$214K -2,135 -42%
ALWM
810
Andrews Lucia Wealth Management
California
$303K +$17.5K +175 +6%
SI
811
Seeds Investor
New York
$303K -$246K -2,457 -45%
UF
812
Univest Financial
Pennsylvania
$301K – – –
BEAM
813
Baker Ellis Asset Management
Washington
$299K – – –
HBCM
814
Heron Bay Capital Management
Michigan
$298K -$1.4K -14 -0.5%
Bank of New York Mellon
815
Bank of New York Mellon
New York
$295K -$35.5K -355 -11%
CWMS
816
Cannon Wealth Management Services
North Carolina
$290K -$100 -1 -0%
CA
817
CWC Advisors
Oregon
$289K +$56.1K +561 +25%
WWM
818
Western Wealth Management
Colorado
$287K +$282K +2,818 New
CC
819
Cornerstone Capital
California
$286K – – –
Two Sigma Investments
820
Two Sigma Investments
New York
$286K -$2.77M -27,700 -91%
MGIA
821
Moneta Group Investment Advisors
Missouri
$283K +$277K +2,771 New
MFA
822
Millington Financial Advisors
Illinois
$282K +$245K +2,450 New
BIM
823
Baldwin Investment Management
Pennsylvania
$280K +$12.5K +125 +5%
CFG
824
Citizens Financial Group
Rhode Island
$279K +$900 +9 +0.3%
MSA
825
Marino Stram & Associates
Massachusetts
$279K +$273K +2,733 New