We are live on ! Find out more
AVUV icon

Avantis US Small Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$519M +$44.2M +487,718 +9%
MWM
2
Merriman Wealth Management
Washington
$328M +$7.89M +87,070 +2%
LPL Financial
3
LPL Financial
California
$305M +$61.1M +675,189 +25%
Morgan Stanley
4
Morgan Stanley
New York
$266M +$35.8M +395,390 +15%
MIAS
5
Mason Investment Advisory Services
Virginia
$245M +$1.11M +12,293 +0.5%
TI
6
Truepoint Inc
Ohio
$198M +$1.95M +21,501 +1%
CM
7
Churchill Management
California
$197M +$1.3M +14,383 +0.7%
BSW
8
Buckingham Strategic Wealth
Missouri
$155M -$2.01M -22,246 -1%
Bank of America
9
Bank of America
North Carolina
$140M +$10M +110,591 +8%
UA
10
Unison Advisors
District of Columbia
$97.9M -$4.75M -52,416 -5%
PCIA
11
Prime Capital Investment Advisors
Kansas
$94.1M +$94.7M +1,045,230 +32,552%
Wells Fargo
12
Wells Fargo
California
$91.7M +$19.1M +210,379 +26%
APP
13
Avantax Planning Partners
Iowa
$86.7M +$7.88M +86,996 +10%
EK
14
Evensky & Katz
Florida
$85.2M +$3.61M +39,915 +4%
EF
15
Empowered Funds
Pennsylvania
$84.8M +$58.8M +649,725 +220%
UBS Group
16
UBS Group
Switzerland
$83.4M +$9.66M +106,681 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$78.2M +$4.68M +51,698 +6%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$76.1M +$4.13M +45,556 +6%
HighTower Advisors
19
HighTower Advisors
Illinois
$74.1M +$1.79M +19,732 +2%
WA
20
Waverly Advisors
Alabama
$73.6M +$12.3M +135,677 +20%
PL
21
Plancorp LLC
Missouri
$72.4M +$2.39M +26,409 +3%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$70.2M +$7.33M +80,952 +12%
TWA
23
TCI Wealth Advisors
Arizona
$69M +$2.09M +23,034 +3%
OFG
24
Oxford Financial Group
Indiana
$64.7M +$769K +8,489 +1%
AA
25
Alesco Advisors
New York
$64.2M +$690K +7,614 +1%