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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
101
Journey Strategic Wealth
New Jersey
$897K +$896K +11,254 New
HA
102
HYA Advisors
Missouri
$892K +$334K +4,192 +60%
LFA
103
Lauterbach Financial Advisors
Texas
$875K +$874K +10,976 New
NCM
104
NCM Capital Management
New Jersey
$836K +$835K +10,490 New
UWM
105
USAdvisors Wealth Management
Minnesota
$821K +$48.3K +607 +6%
SCM
106
SOL Capital Management
Maryland
$772K +$233K +2,920 +43%
NWM
107
Northwest Wealth Management
Iowa
$750K +$40.8K +512 +6%
RWM
108
Rockwood Wealth Management
Pennsylvania
$749K +$748K +9,395 New
AAS
109
Avantax Advisory Services
Texas
$739K +$402K +5,042 +119%
KA
110
Klingman & Associates
New York
$727K +$3.66K +46 +0.5%
TIM
111
Tortoise Investment Management
New York
$701K +$103K +1,295 +17%
EWA
112
EverSource Wealth Advisors
Alabama
$689K +$688K +8,639 New
SPC
113
Sigma Planning Corp
Michigan
$657K +$122K +1,531 +23%
FNBSF
114
First National Bank Sioux Falls
South Dakota
$632K +$144K +1,809 +30%
SB
115
Strategic Blueprint
Georgia
$600K +$599K +7,523 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$568K +$12.5K +157 +2%
JFA
117
JNBA Financial Advisors
Minnesota
$566K +$414K +5,203 +274%
T
118
TRUADVICE
Florida
$557K +$62.9K +790 +13%
PWA
119
PCG Wealth Advisors
Kansas
$552K +$562K +7,055 New
AFG
120
Albion Financial Group
Utah
$536K +$535K +6,724 New
TFA
121
Triad Financial Advisors
North Carolina
$526K +$525K +6,597 New
CPWMP
122
Cardinal Point Wealth Management Partners
California
$496K +$496K +6,225 New
PAS
123
Park Avenue Securities
New York
$494K +$493K +6,197 New
USCWA
124
U.S. Capital Wealth Advisors
Texas
$488K +$243K +3,057 +100%
KF
125
Krilogy Financial
Missouri
$480K +$479K +6,015 New