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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
901
Grant Private Wealth Management
California
$251K – – –
PFA
902
Pure Financial Advisors
California
$250K +$249K +2,261 New
FMTC
903
Farmers & Merchants Trust Company
California
$250K – – –
CSP
904
Cary Street Partners
Virginia
$249K – – –
IFS
905
Intelligent Financial Strategies
Minnesota
$247K -$456K -4,144 -65%
AIM
906
Acropolis Investment Management
Missouri
$247K -$54.4K -494 -18%
FI
907
Financial Insights
Washington
$247K +$246K +2,237 New
BFG
908
Berger Financial Group
Minnesota
$243K -$18.9K -172 -7%
SG
909
Sankala Group
Colorado
$242K +$35.1K +319 +17%
BTIM
910
BancFirst Trust & Investment Management
Oklahoma
$241K +$245K +2,223 New
JC
911
JM2 Capital
Oklahoma
$237K +$236K +2,147 New
LWM
912
LongView Wealth Management
Georgia
$236K +$225K +2,041 New
HCA
913
Heck Capital Advisors
Wisconsin
$235K – – –
BJL
914
Brighton Jones LLC
Washington
$235K +$234K +2,124 New
JWBC
915
John W. Brooker & Co
California
$234K – – –
CD
916
Chapin Davis
Maryland
$233K – – –
EWA
917
Exit Wealth Advisors
Georgia
$231K +$230K +2,093 New
SRPTWM
918
Split Rock Private Trading & Wealth Management
Minnesota
$229K +$228K +2,074 New
MFG
919
Mainsail Financial Group
Washington
$229K – – –
TCWM
920
Total Clarity Wealth Management
Illinois
$227K -$23.1K -210 -9%
SWM
921
SHP Wealth Management
Massachusetts
$226K -$50.5K -459 -18%
KCM
922
Kathmere Capital Management
Pennsylvania
$225K +$551 +5 +0.2%
SAM
923
Synergy Asset Management
Washington
$224K +$223K +2,024 New
SFS
924
Sowell Financial Services
Arkansas
$221K +$221K +2,003 New
EF
925
Empirical Finance
Pennsylvania
$220K +$219K +1,992 New