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Avantis US Small Cap Value ETF
AVUV

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1126
IAG Wealth Partners
Wisconsin
$5.37K – – –
TLA
1127
Tanglewood Legacy Advisors
Texas
$5.24K – – –
FPF
1128
First Pacific Financial
Washington
$4.49K +$4.29K +36 New
CSPIA
1129
Cary Street Partners Investment Advisory
Virginia
$2.75K – – –
MEG
1130
Millstone Evans Group
Colorado
$2.75K – – –
SIC
1131
Salem Investment Counselors
North Carolina
$2.62K – – –
RFS
1132
Richardson Financial Services
Massachusetts
$2.62K +$1.67K +14 +200%
SWP
1133
Strategic Wealth Partners
Ohio
$2.21K -$2.15K -18 -50%
DCM
1134
Davis Capital Management
Florida
$1.37K – – –
MAS
1135
MPWM Advisory Solutions
Georgia
$1.12K – – –
AA
1136
Addison Advisors
Vermont
$803 – – –
SAS
1137
Spurstone Advisory Services
Connecticut
$746 – – –
SFG
1138
Strive Financial Group
Indiana
$626 +$596 +5 New
Q1WB
1139
Quest 10 Wealth Builders
Virginia
$250 +$239 +2 New
SFP
1140
Strategic Financial Planning
Texas
– -$4.8M -193,975 Closed
MWM
1141
Modern Wealth Management
Kansas
– -$18.6M -168,454 Closed
PAG
1142
Poinciana Advisors Group
Florida
– -$15.8M -142,800 Closed
MHS
1143
M Holdings Securities
Oregon
– -$4.22M -35,606 Closed
VCM
1144
Vivaldi Capital Management
Illinois
– -$1.83M -16,602 Closed
WMA
1145
West Michigan Advisors
Michigan
– -$1.24M -11,252 Closed
TFA
1146
Tranquilli Financial Advisor
New Jersey
– -$547K -4,952 Closed
IUHSA
1147
Itau Unibanco Holding S.A.
Brazil
– -$471K -4,261 Closed
RFP
1148
Root Financial Partners
California
– -$466K -4,217 Closed
GWS
1149
Glassman Wealth Services
Virginia
– -$455K -4,121 Closed
VT
1150
Vise Technologies
New York
– -$420K -4,119 Closed
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