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Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
BigSur Wealth Management
Florida
$786K +$866K +11,880 New
LFA
177
Lauterbach Financial Advisors
Texas
$779K -$12.7K -174 -1%
AFS
178
Annapolis Financial Services
Maryland
$778K +$244K +3,351 +40%
DY
179
Dowling & Yahnke
California
$732K +$514K +7,045 +175%
RVPG
180
Relative Value Partners Group
$727K +$801K +10,987 New
CWA
181
Canvas Wealth Advisors
Kansas
$721K +$209K +2,864 +42%
JPLA
182
Joseph P. Lucia & Associates
New York
$703K -$49.7K -682 -6%
MIM
183
Miller Investment Management
Pennsylvania
$698K +$770K +10,554 New
EWA
184
EverSource Wealth Advisors
Alabama
$695K -$655K -8,977 -46%
Stifel Financial
185
Stifel Financial
Missouri
$681K -$22.1K -303 -3%
5L
186
55I LLC
Massachusetts
$657K +$123K +1,684 +20%
SA
187
Stewardship Advisors
Pennsylvania
$655K -$433K -5,938 -37%
NA
188
NewEdge Advisors
Louisiana
$626K +$54K +741 +8%
CWA
189
Capital Wealth Alliance
Arizona
$623K -$31.4K -431 -4%
PFS
190
Prospera Financial Services
Texas
$617K +$167K +2,291 +33%
T
191
TRUADVICE
Florida
$616K +$29.2K +400 +5%
JP Morgan Chase
192
JP Morgan Chase
New York
$611K +$674K +9,241 New
KA
193
Klingman & Associates
New York
$606K +$2.7K +37 +0.4%
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$588K -$3.45M -47,251 -85%
NRW
195
Nova R Wealth
Kansas
$588K +$96.7K +1,326 +18%
PWA
196
PCG Wealth Advisors
Kansas
$587K +$299K +4,097 +84%
MAM
197
McLean Asset Management
Virginia
$585K +$41.2K +565 +7%
OIA
198
OneDigital Investment Advisors
Kansas
$571K +$629K +8,631 New
VCM
199
Vivaldi Capital Management
Illinois
$552K +$28.6K +392 +5%
FHA
200
Flagship Harbor Advisors
Massachusetts
$550K +$6.34K +87 +1%