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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Meritas Wealth Management
California
$14.6M +$2.19M +23,307 +16%
FSWA
127
Financial Synergies Wealth Advisors
Texas
$14.5M +$624K +6,641 +4%
AO
128
Advisor OS
Illinois
$14.4M -$5.69M -60,586 -27%
MA
129
MJP Associates
Connecticut
$14.4M -$5.55M -59,055 -26%
Betterment LLC
130
Betterment LLC
New York
$14.3M +$950K +10,109 +7%
AAS
131
Avantax Advisory Services
Texas
$14.3M -$362K -3,850 -2%
PHWM
132
Pine Harbor Wealth Management
Maryland
$14.3M +$1.3M +13,824 +9%
GFA
133
Gallagher Fiduciary Advisors
Illinois
$14.3M +$463K +4,933 +3%
CFS
134
CGC Financial Services
Oregon
$14.2M +$236K +2,514 +2%
WWA
135
WCG Wealth Advisors
Nevada
$14.1M +$406K +4,320 +3%
MAA
136
Mraz Amerine & Associates
California
$14.1M -$232K -2,468 -2%
NWM
137
Northwest Wealth Management
Iowa
$14.1M +$1.66M +17,667 +12%
KAM
138
KEB Asset Management
Illinois
$14M +$4.87M +51,833 +47%
FMN
139
Financial Management Network
California
$13.8M +$3.62M +38,513 +27%
SRC
140
Sage Rhino Capital
California
$13.8M +$1.42M +15,083 +11%
VWM
141
Venturi Wealth Management
Texas
$13.8M +$215K +2,287 +1%
JIC
142
JRM Investment Counsel
Nebraska
$13.8M -$1.84M -19,616 -11%
PLFA
143
Pacific Life Fund Advisors
California
$13.5M +$6.5M +69,137 +80%
DOA
144
D'Orazio & Associates
Virginia
$13.5M -$967K -10,287 -6%
FVIM
145
Fort Vancouver Investment Management
Washington
$13.4M +$14.5M +154,053 New
WAM
146
Wallington Asset Management
Indiana
$13.3M +$88.3K +940 +0.6%
RIL
147
Rothschild Investment LLC
Illinois
$13.2M +$1.09M +11,647 +8%
AA
148
Aire Advisors
California
$13M +$720K +7,668 +5%
SB
149
Strategic Blueprint
Georgia
$12.9M +$3.42M +36,396 +33%
OCG
150
Opus Capital Group
Ohio
$12.9M -$17.8K -189 -0.1%