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Avantis US Small Cap Value ETF
AVUV

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1026
Professional Financial Solutions
Virginia
$205K +$196K +1,640 New
FFS
1027
Forge Financial Services
Oklahoma
$204K +$196K +1,639 New
FFA
1028
Founders Financial Alliance
North Carolina
$203K -$2.08M -17,470 -91%
RRMM
1029
Regatta Research & Money Management
Louisiana
$193K +$185K +1,551 New
SWIM
1030
Smallwood Wealth Investment Management
New Jersey
$173K – – –
PF
1031
PlanVest Financial
Maryland
$172K +$121K +1,016 +281%
AIM
1032
Advyzon Investment Management
Illinois
$155K +$148K +1,239 New
AT
1033
Arlington Trust
Alabama
$143K +$137K +1,145 New
SWAG
1034
Spectrum Wealth Advisory Group
California
$138K +$132K +1,108 New
ATS
1035
Ashton Thomas Securities
New York
$136K +$130K +1,093 New
GF
1036
GGM Financials
Ohio
$125K +$120K +1,005 New
FCAS
1037
First Command Advisory Services
Texas
$119K – – –
EWM
1038
Evolution Wealth Management
Florida
$118K +$68.9K +578 +156%
SIM
1039
Synergy Investment Management
Florida
$117K -$82.7K -693 -42%
NRG
1040
Nemes Rush Group
Michigan
$112K -$1.91K -16 -2%
PGAM
1041
Princeton Global Asset Management
New Jersey
$103K +$98.3K +824 New
LWM
1042
Lodestone Wealth Management
Washington
$102K +$6.44K +54 +7%
APW
1043
Aventura Private Wealth
Florida
$99.2K +$34.1K +286 +56%
AF
1044
Advisornet Financial
Minnesota
$97.2K -$23.4K -196 -20%
BWL
1045
Bogart Wealth LLC
Virginia
$88K +$239 +2 +0.3%
JFGIW
1046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.2K – – –
DF
1047
Dunhill Financial
United Kingdom
$86.7K -$112K -936 -57%
MHR
1048
Matthew Hamilton Rosenberg
$83.2K – – –
MWA
1049
Medallion Wealth Advisors
Connecticut
$82.1K +$954 +8 +1%
T
1050
Tidemark
California
$79.3K +$71.7K +601 +1,768%
40 41
42
43 44