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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
126
CWA Asset Management Group
Florida
$478K +$78K +980 +20%
JPLA
127
Joseph P. Lucia & Associates
New York
$449K +$145K +1,817 +48%
JTWM
128
Jackson Thornton Wealth Management
Alabama
$430K +$430K +5,395 New
WP
129
WMS Partners
Maryland
$422K -$7.33K -92 -2%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$411K -$333K -4,178 -45%
MAM
131
McLean Asset Management
Virginia
$411K +$399K +5,015 New
SWM
132
SFG Wealth Management
Maryland
$402K +$401K +5,038 New
BF
133
BOK Financial
Oklahoma
$401K +$401K +5,033 New
DPI
134
Diversified Portfolios Inc
Michigan
$397K +$397K +4,984 New
PCA
135
Personal Capital Advisors
California
$364K
IWC
136
Integrated Wealth Concepts
Massachusetts
$359K -$7.88K -99 -2%
CFA
137
Carroll Financial Associates
North Carolina
$355K +$354K +4,450 New
BAM
138
Bayshore Asset Management
Florida
$346K +$346K +4,345 New
ASN
139
Advisory Services Network
Georgia
$330K +$108K +1,350 +48%
CW
140
CreativeOne Wealth
Kansas
$326K +$64.3K +807 +25%
CFO
141
CVA Family Office
Colorado
$325K +$324K +4,075 New
IC
142
IEQ Capital
California
$319K
GTAM
143
Global Trust Asset Management
Florida
$315K +$315K +3,950 New
MWM
144
Modera Wealth Management
New Jersey
$310K +$310K +3,888 New
SWA
145
Sax Wealth Advisors
New Jersey
$309K +$309K +3,878 New
BWS
146
BCR Wealth Strategies
Alabama
$302K +$302K +3,791 New
Stifel Financial
147
Stifel Financial
Missouri
$297K -$15.3K -192 -5%
HA
148
Herold Advisors
New York
$297K -$3.98K -50 -1%
MRWM
149
ML&R Wealth Management
Texas
$293K +$292K +3,670 New
OC
150
Oppenheimer & Co
New York
$285K