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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
801
National Wealth Management Group
Ohio
$453K -$132K -1,200 -23%
SF
802
Strategent Financial
Virginia
$453K +$192K +1,747 +74%
AWM
803
Aureum Wealth Management
Florida
$451K +$450K +4,087 New
CF
804
Convergence Financial
Missouri
$450K -$629K -5,715 -58%
HWM
805
Hohimer Wealth Management
Washington
$450K +$449K +4,074 New
AI
806
Accredited Investors
Minnesota
$450K +$448K +4,073 New
GWANC
807
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K +$440 +4 +0.1%
TWM
808
TRB Wealth Management
Texas
$447K +$445K +4,046 New
BWM
809
Brickley Wealth Management
California
$443K -$37.2K -338 -8%
AWM
810
AE Wealth Management
Kansas
$434K -$79.3K -720 -15%
EWP
811
Elevation Wealth Partners
California
$432K +$1.1K +10 +0.3%
TWA
812
Trellis Wealth Advisors
California
$432K +$44.5K +404 +12%
LWM
813
Liberty Wealth Management
California
$424K +$1.1K +10 +0.3%
LFS
814
Legacy Financial Strategies
Kansas
$424K -$16K -145 -4%
VT
815
Vise Technologies
New York
$420K
SRCM
816
Signature Resources Capital Management
California
$418K -$25.3K -230 -6%
BWS
817
BCR Wealth Strategies
Alabama
$418K
BW
818
BIP Wealth
Georgia
$409K +$14.4K +131 +4%
SCFS
819
Stewardship Concepts Financial Services
Washington
$409K -$440 -4 -0.1%
KFGK
820
Keystone Financial Group (Kentucky)
Kentucky
$408K +$220 +2 +0.1%
KFA
821
Kelleher Financial Advisors
New York
$406K +$46.5K +422 +12%
E
822
Entelevest
Florida
$401K -$141K -1,282 -26%
SC
823
Sapient Capital
Indiana
$400K +$399K +3,622 New
BTI
824
Blue Trust Inc
Georgia
$400K
NLP
825
Next Level Private
New York
$397K +$12.3K +112 +3%