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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
926
International Assets Investment Management
Florida
$373K +$358K +3,001 New
VPP
927
Vertex Planning Partners
Illinois
$372K +$355K +2,980 New
UF
928
Univest Financial
Pennsylvania
$368K – – –
AI
929
Atomic Invest
New York
$366K +$147K +1,233 +72%
LWM
930
LongView Wealth Management
Georgia
$365K +$106K +887 +43%
ESB
931
Essex Savings Bank
Connecticut
$364K – – –
AW
932
Avion Wealth
Texas
$364K +$349K +2,923 New
CFG
933
Citizens Financial Group
Rhode Island
$361K +$17.7K +148 +5%
RF
934
Robinswood Financial
Washington
$359K +$14.7K +123 +4%
CCP
935
Cushing Capital Partners
Wisconsin
$357K – – –
DG
936
Dala Group
Illinois
$355K -$610K -5,113 -64%
CC
937
Cornerstone Capital
California
$350K – – –
GWM
938
Global Wealth Management
New Jersey
$347K +$332K +2,784 New
CFB
939
Cullen/Frost Bankers
Texas
$346K +$8.95K +75 +3%
GTWM
940
Global Trust Wealth Management
Florida
$343K -$35.8K -300 -10%
SWM
941
Spire Wealth Management
Virginia
$333K +$97.1K +814 +44%
First Trust Advisors
942
First Trust Advisors
Illinois
$333K +$319K +2,671 New
XT
943
XTX Topco
Cayman Islands
$332K +$318K +2,664 New
CFO
944
Callan Family Office
Pennsylvania
$329K +$315K +2,638 New
CWMS
945
Cannon Wealth Management Services
North Carolina
$324K -$48.5K -407 -14%
GKWIM
946
Gerber Kawasaki Wealth & Investment Management
California
$322K -$10.3K -86 -3%
WAG
947
Wallace Advisory Group
California
$320K -$15.7K -132 -5%
EFMC
948
Empire Financial Management Company
New York
$320K +$119 +1 +0%
PFS
949
Prospera Financial Services
Texas
$316K +$302K +2,532 New
MWM
950
Mission Wealth Management
California
$315K +$301K +2,522 New