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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
801
V2 Financial group
Illinois
$454K +$22.1K +201 +5%
NWMG
802
National Wealth Management Group
Ohio
$453K -$132K -1,200 -23%
SF
803
Strategent Financial
Virginia
$453K +$192K +1,747 +74%
AWM
804
Aureum Wealth Management
Florida
$451K +$450K +4,087 New
CF
805
Convergence Financial
Missouri
$450K -$629K -5,715 -58%
HWM
806
Hohimer Wealth Management
Washington
$450K +$449K +4,074 New
AI
807
Accredited Investors
Minnesota
$450K +$448K +4,073 New
GWANC
808
Guardian Wealth Advisors (North Carolina)
North Carolina
$450K +$440 +4 +0.1%
TWM
809
TRB Wealth Management
Texas
$447K +$445K +4,046 New
BWM
810
Brickley Wealth Management
California
$443K -$37.2K -338 -8%
AWM
811
AE Wealth Management
Kansas
$434K -$79.3K -720 -15%
EWP
812
Elevation Wealth Partners
California
$432K +$1.1K +10 +0.3%
TWA
813
Trellis Wealth Advisors
California
$432K +$44.5K +404 +12%
LWM
814
Liberty Wealth Management
California
$424K +$1.1K +10 +0.3%
LFS
815
Legacy Financial Strategies
Kansas
$424K -$16K -145 -4%
VT
816
Vise Technologies
New York
$420K – – –
SRCM
817
Signature Resources Capital Management
California
$418K -$25.3K -230 -6%
BWS
818
BCR Wealth Strategies
Alabama
$418K – – –
BW
819
BIP Wealth
Georgia
$409K +$14.4K +131 +4%
SCFS
820
Stewardship Concepts Financial Services
Washington
$409K -$440 -4 -0.1%
KFGK
821
Keystone Financial Group (Kentucky)
Kentucky
$408K +$220 +2 +0.1%
KFA
822
Kelleher Financial Advisors
New York
$406K +$46.5K +422 +12%
E
823
Entelevest
Florida
$401K -$141K -1,282 -26%
SC
824
Sapient Capital
Indiana
$400K +$399K +3,622 New
BTI
825
Blue Trust Inc
Georgia
$400K – – –