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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$768K +$753K +10,160 New
UWM
77
USAdvisors Wealth Management
Minnesota
$732K -$40.3K -544 -5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$706K +$692K +9,336 New
KA
79
Klingman & Associates
New York
$686K +$741 +10 +0.1%
NWM
80
Northwest Wealth Management
Iowa
$672K +$127K +1,709 +24%
BOS
81
Bingham Osborn & Scarborough
California
$640K +$419K +5,658 +201%
TIM
82
Tortoise Investment Management
New York
$567K +$460K +6,207 +481%
HA
83
HYA Advisors
Missouri
$544K +$518K +6,996 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$527K +$45.8K +618 +10%
T
85
TRUADVICE
Florida
$526K -$292K -3,934 -39%
SCM
86
SOL Capital Management
Maryland
$512K +$255K +3,446 +104%
SPC
87
Sigma Planning Corp
Michigan
$507K +$248K +3,347 +100%
FNBSF
88
First National Bank Sioux Falls
South Dakota
$463K +$454K +6,122 New
CPWM
89
Cardinal Point Wealth Management
California
$439K -$81.5K -1,100 -16%
WP
90
WMS Partners
Maryland
$407K +$9.78K +132 +3%
CAMG
91
CWA Asset Management Group
Florida
$379K +$125K +1,691 +51%
IWC
92
Integrated Wealth Concepts
Massachusetts
$348K +$19.4K +262 +6%
PCA
93
Personal Capital Advisors
California
$345K +$338K +4,565 New
AAS
94
Avantax Advisory Services
Texas
$317K +$313K +4,220 New
IC
95
IEQ Capital
California
$302K
Goldman Sachs
96
Goldman Sachs
New York
$302K +$296K +4,000 New
Stifel Financial
97
Stifel Financial
Missouri
$296K +$290K +3,914 New
JPLA
98
Joseph P. Lucia & Associates
New York
$289K +$73.7K +995 +35%
HA
99
Herold Advisors
New York
$286K +$280K +3,785 New
OC
100
Oppenheimer & Co
New York
$270K