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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
851
Newman Dignan & Sheerar Inc
Rhode Island
$348K – – –
BPWM
852
Badgley Phelps Wealth Managers
Washington
$346K – – –
BEAM
853
Baker Ellis Asset Management
Washington
$346K +$22K +200 +7%
HA
854
Huntleigh Advisors
Missouri
$345K – – –
GTWM
855
Global Trust Wealth Management
Florida
$337K – – –
AIM
856
Anchor Investment Management
South Carolina
$336K – – –
CWMS
857
Cannon Wealth Management Services
North Carolina
$332K +$18.4K +167 +6%
GWM
858
Grand Wealth Management
Michigan
$331K – – –
CPWL
859
Coquina Private Wealth LLC
Florida
$330K – – –
MSA
860
Marino Stram & Associates
Massachusetts
$329K +$26.6K +242 +9%
UF
861
Univest Financial
Pennsylvania
$326K – – –
ESB
862
Essex Savings Bank
Connecticut
$322K +$25.4K +231 +9%
CCP
863
Cushing Capital Partners
Wisconsin
$316K +$49.2K +447 +18%
SWM
864
Sherman Wealth Management
Maryland
$312K +$311K +2,825 New
CC
865
Cornerstone Capital
California
$310K – – –
Bessemer Group
866
Bessemer Group
New Jersey
$309K +$43.3K +393 +16%
RF
867
Robinswood Financial
Washington
$304K +$32.3K +293 +12%
M&T Bank
868
M&T Bank
New York
$303K +$15.6K +142 +5%
CFG
869
Citizens Financial Group
Rhode Island
$303K +$661 +6 +0.2%
MFG
870
Macco Financial Group
Wisconsin
$299K +$298K +2,706 New
AWMG
871
ADG Wealth Management Group
Louisiana
$299K +$32.3K +293 +12%
CFB
872
Cullen/Frost Bankers
Texas
$298K +$9.69K +88 +3%
VFA
873
Valeo Financial Advisors
Indiana
$298K -$270K -2,454 -48%
WAG
874
Wallace Advisory Group
California
$298K +$297K +2,697 New
GKWIM
875
Gerber Kawasaki Wealth & Investment Management
California
$295K -$255K -2,312 -46%