Avantis International EquityAVDEETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 514 institutions reported holding Avantis International Equity (AVDE) in their 13F filings, up 15 from Q2 2025. 53 opened new positions and 36 sold out. The largest holders were Ameriprise Financial Inc. ($388.9M), Wealth Enhancement Advisory Services, LLC ($388.7M) and Envestnet Asset Management Inc. ($321.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis International Equity
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072703
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $519.9M |
| Exits | 36 | $223.8M |
All 13F filers, Q2 2025 → Q3 2025: 24,596,447 shares bought and 5,236,192 shares sold, net +19,360,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Ameriprise Financial Inc. | 0.09% | Add +357.3% | 4,932,115 | $388.9M |
| Wealth Enhancement Advisory Services, LLC | 0.59% | Add +3.5% | 4,895,332 | $388.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +140.6% | 4,068,689 | $321.0M |
| American Century Companies Inc. | 0.15% | Add +8.8% | 3,671,927 | $289.7M |
| Corient Private Wealth LP | 0.45% | Reduce -10.9% | 3,605,697 | $284.5M |
| Vantagepoint Investment Advisers LLC | 1.90% | New | 2,948,595 | $232.6M |
| Rockwood Wealth Management, LLC | 17.71% | Add +10.3% | 2,808,323 | $221.6M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +134.8% | 2,703,438 | $213.3M |
| Bank of America Corp. | 0.02% | Add +18.6% | 2,674,765 | $211.0M |
| PNC Financial Services Group, Inc. | 0.13% | Add +345.0% | 2,639,746 | $208.3M |
| HighTower Advisors, LLC | 0.21% | Reduce -0.4% | 2,355,590 | $185.9M |
| LPL Financial LLC | 0.05% | Add +16.5% | 2,304,985 | $181.9M |
| Annex Advisory Services, LLC | 3.58% | Reduce -9.0% | 2,131,312 | $168.2M |
| Morgan Stanley | 0.01% | Add +20.4% | 2,049,271 | $161.7M |
| HB Wealth Management, LLC | 0.90% | Reduce -0.7% | 1,684,856 | $132.9M |
| Oak Root LLC | 13.84% | No change | 1,514,299 | $119.5M |
| Focus Partners Wealth | 0.17% | Add +0.2% | 1,359,037 | $107.2M |
| Gradient Investments LLC | 1.73% | Add +9.1% | 1,314,112 | $103.7M |
| Cwm, LLC | 0.24% | Add +14.9% | 992,713 | $78.3M |
| UBS Group AG | 0.02% | Add +24.9% | 977,614 | $77.1M |
| Beacon Pointe Advisors, LLC | 0.62% | New | 925,546 | $73.0M |
| Plancorp, LLC | 2.16% | Reduce -0.8% | 873,489 | $68.9M |
| Diversified Portfolios, Inc. | 5.99% | Add +6.2% | 860,652 | $67.9M |
| Greenup Street Wealth Management LLC | 10.34% | Reduce -0.5% | 852,722 | $67.3M |
| Wells Fargo & Company | 0.01% | Add +18.6% | 850,512 | $67.1M |
| Cerity Partners LLC | 0.11% | Add +19.2% | 823,699 | $65.0M |
| Raymond James Financial Inc. | 0.02% | Add +68.2% | 787,011 | $62.1M |
| Werba Rubin Papier Wealth Management | 9.99% | Add +4.2% | 783,850 | $61.8M |
| Atwood & Palmer Inc. | 3.41% | Add +0.7% | 736,112 | $58.1M |
| ESL Trust Services, LLC | 11.21% | Reduce -1.4% | 724,307 | $57.1M |
| First National Trust Co | 1.94% | New | 715,579 | $56.5M |
| Parallel Advisors, LLC | 1.02% | Add +360994.9% | 704,135 | $55.6M |
| Creative Planning | 0.04% | Reduce -4.0% | 667,462 | $52.7M |
| Fifth Third Bancorp | 0.16% | Add +30.3% | 648,239 | $51.1M |
| BSW Wealth Partners | 6.37% | Add +4.2% | 648,068 | $51.1M |
| Apella Capital, LLC | 1.12% | Add +16.6% | 632,451 | $50.1M |
| Correct Capital Wealth Management | 8.99% | Add +24.3% | 618,657 | $48.8M |
| CGN Advisors LLC | 4.00% | Add +6.4% | 616,143 | $48.6M |
| Savant Capital, LLC | 0.29% | Add +75.5% | 613,401 | $48.4M |
| Cresset Asset Management, LLC | 0.21% | Add +8.9% | 612,761 | $48.3M |
| Versant Capital Management, Inc | 6.51% | Reduce -6.5% | 606,096 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +15.4% | 581,980 | $45.9M |
| Journey Strategic Wealth LLC | 1.28% | Add +29.6% | 575,848 | $45.4M |
| Pacific Life Fund Advisors LLC | 4.21% | Reduce -5.6% | 520,709 | $41.1M |
| Simplicity Wealth,LLC | 2.22% | Reduce -41.0% | 484,792 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Add +12.3% | 484,129 | $38.2M |
| Bridgewater Advisors Inc. | 2.63% | Add +8.7% | 480,389 | $37.9M |
| OneDigital Investment Advisors LLC | 0.39% | Reduce -11.3% | 476,659 | $37.6M |
| Foundations Investment Advisors, LLC | 0.52% | Add +4.7% | 453,020 | $35.7M |
| Quantum Financial Advisors, LLC | 4.27% | Add +3.5% | 444,211 | $35.0M |
| &partners | 0.22% | Add +56.0% | 439,229 | $34.8M |
| Modern Wealth Management, LLC | 0.67% | Add +304.4% | 429,746 | $33.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -19.0% | 418,028 | $33.0M |
| IAM Advisory, LLC | 7.23% | Add +1.0% | 407,626 | $32.2M |
| Modera Wealth Management, LLC | 0.36% | Reduce -2.5% | 392,739 | $31.0M |
| McLean Asset Management Corp | 6.25% | Add +128.9% | 378,681 | $30.3M |
| JSF Financial, LLC | 6.58% | New | 375,742 | $29.6M |
| Waverly Advisors, LLC | 0.29% | Add +62.1% | 372,508 | $29.4M |
| Krilogy Financial LLC | 1.07% | Add +15.1% | 361,606 | $28.6M |
| SC&H Financial Advisors, Inc. | 4.40% | Reduce -4.5% | 341,897 | $27.0M |
| BCR Wealth Strategies, LLC | 9.46% | Add +1.6% | 340,788 | $26.9M |
| Zhang Financial LLC | 1.09% | Add +16.2% | 340,269 | $26.8M |
| Compass Ion Advisors, LLC | 2.58% | New | 339,800 | $26.8M |
| Cardiff Park Advisors, LLC | 1.98% | Add +0.7% | 326,725 | $25.8M |
| WCG Wealth Advisors LLC | 1.60% | Add +1.7% | 324,371 | $25.6M |
| Financial Enhancement Group LLC | 3.32% | Add +872.3% | 310,434 | $24.8M |
| RVW Wealth, LLC | 1.91% | Reduce -1.8% | 310,408 | $24.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +15.3% | 309,620 | $24.4M |
| Park Avenue Securities LLC | 0.19% | Add +10.9% | 309,404 | $24.4M |
| Oak Wealth Advisors LLC | 14.16% | Add +4.3% | 308,843 | $24.4M |
| ACT Advisors, LLC. | 9.82% | Reduce -23.0% | 308,347 | $24.3M |
| Yardley Wealth Management LLC | 13.41% | Reduce -9.3% | 304,232 | $24.0M |
| Capital Planning Advisors, LLC | 3.28% | Add +4.8% | 303,012 | $23.9M |
| Red Lighthouse Investment Management, LLC | 8.25% | Add +0.9% | 299,150 | $23.6M |
| Tarbox Family Office, Inc. | 3.45% | Reduce -2.1% | 297,796 | $23.5M |
| BWM Planning, LLC | 6.79% | Add +10.0% | 289,003 | $22.8M |
| Strategic Blueprint, LLC | 0.99% | Add +0.6% | 288,301 | $22.7M |
| CVA Family Office, LLC | 2.81% | Add +17.6% | 276,728 | $21.8M |
| HTG Investment Advisors, Inc. | 7.35% | Add +1.6% | 276,722 | $21.8M |
| Caliber Wealth Management, LLC / KS | 2.38% | Reduce -2.5% | 270,761 | $21.4M |
| First National Bank Sioux Falls | 6.62% | Add +0.3% | 269,058 | $21.2M |
| Mason & Associates Inc | 4.23% | Add +51.7% | 266,192 | $21.0M |
| Bcwm, LLC | 6.28% | Add +5.3% | 265,887 | $21.0M |
| Cannon Financial Strategists, Inc. | 2.99% | Reduce -3.3% | 265,224 | $20.9M |
| Grand Wealth Management, LLC | 9.92% | Reduce -1.7% | 260,452 | $20.5M |
| Visionary Wealth Advisors | 0.95% | Add +162.4% | 259,340 | $20.5M |
| Trellis Wealth Advisors LLC | 8.26% | Reduce -3.0% | 257,108 | $20.3M |
| Freedom Financial Partners LLC | 7.42% | Add +2.5% | 246,766 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +156.2% | 244,708 | $19.2M |
| Disciplina Capital Management LLC | 2.29% | Add +7.0% | 238,055 | $18.8M |
| Family Investment Center, Inc. | 3.86% | Add +5.6% | 235,460 | $18.6M |
| B&D White Capital Company, LLC | 2.38% | Reduce -1.2% | 235,268 | $18.6M |
| Henrickson Nauta Wealth Advisors, Inc. | 5.83% | Reduce -0.5% | 233,356 | $18.4M |
| JRM Investment Counsel, LLC | 5.55% | Add +4.9% | 232,924 | $18.4M |
| Highland Financial Advisors, LLC | 5.26% | Add +2.6% | 232,645 | $18.4M |
| Echo Wealth Management, LLC | 10.66% | Add +3.0% | 231,446 | $18.3M |
| Burton Enright Welch | 2.71% | Reduce -1.0% | 227,272 | $17.9M |
| Kestra Advisory Services, LLC | 0.08% | Add +111.2% | 223,795 | $17.7M |
| Symphony Financial, Ltd. Co. | 2.12% | Add +4.0% | 221,398 | $17.4M |
| WMG Financial Advisors, LLC | 5.70% | Reduce -2.6% | 216,528 | $17.1M |
| Goldstein Advisors, LLC | 2.03% | New | 211,425 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +21.5% | 211,006 | $16.6M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -0.8% | 207,766 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +198.5% | 206,749 | $16.3M |
| Websterrogers Financial Advisors, LLC | 4.80% | Reduce -1.5% | 202,935 | $16.0M |
| IAG Wealth Partners, LLC | 1.92% | Add +2.7% | 202,458 | $16.0M |
| Chilton Capital Management LLC | 0.53% | Reduce -0.1% | 199,033 | $15.7M |
| D L Carlson Investment Group Inc. | 2.61% | Add +11.4% | 197,221 | $15.6M |
| Summit Financial, LLC | 0.23% | New | 194,126 | $15.3M |
| Private Advisor Group, LLC | 0.07% | Add +20.4% | 190,768 | $15.1M |
| Broadway Wealth Solutions, Inc. | 8.32% | Add +6.7% | 188,022 | $14.8M |
| World Investment Advisors | 0.30% | Reduce -1.2% | 187,533 | $14.8M |
| Passive Capital Management, LLC. | 4.75% | Reduce -6.7% | 184,587 | $14.6M |
| Awm Capital, LLC | 1.31% | Reduce -0.1% | 183,213 | $14.5M |
| FAS Wealth Partners, Inc. | 0.96% | Reduce -0.9% | 179,057 | $14.1M |
| Curio Wealth, LLC | 5.53% | Reduce -3.2% | 170,926 | $13.5M |
| MML Investors Services, LLC | 0.04% | Add +9.3% | 169,166 | $13.3M |
| HORAN Wealth, LLC | 2.08% | Add +13.8% | 167,103 | $13.2M |
| Elevation Wealth Partners, LLC | 4.69% | Add +3.4% | 164,944 | $13.0M |
| NewEdge Advisors, LLC | 0.06% | Reduce -12.7% | 163,826 | $12.9M |
| Raffa Wealth Management, LLC | 2.31% | Add +2.6% | 162,877 | $12.9M |
| Marietta Wealth Management, LLC | 1.57% | New | 162,805 | $12.8M |
| TCI Wealth Advisors, Inc. | 0.77% | Add +0.5% | 162,784 | $12.8M |
| Jane Street Group, LLC | 0.02% | Reduce -37.5% | 161,555 | $12.7M |
| Lutz Financial Services LLC | 0.89% | Reduce -1.5% | 155,866 | $12.3M |
| EverSource Wealth Advisors, LLC | 0.49% | Add +97.4% | 155,587 | $12.3M |
| WorthPointe, LLC | 4.48% | Add +3.1% | 151,581 | $12.0M |
| Advisory Resource Group | 2.09% | Add +2.8% | 147,719 | $11.7M |
| Canvas Wealth Advisors, LLC | 2.12% | Add +8.4% | 145,440 | $11.6M |
| Signature Resources Capital Management, LLC | 6.16% | Add +6.6% | 142,576 | $11.2M |
| Axiom Financial Strategies, LLC | 4.80% | New | 141,314 | $11.1M |
| Hill Investment Group Partners, LLC | 1.33% | Reduce -0.8% | 138,714 | $10.9M |
| Financial Symmetry Inc | 4.84% | Reduce -1.7% | 136,875 | $10.8M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -50.8% | 130,848 | $10.4M |
| Northwest Wealth Management, LLC | 1.66% | Reduce -2.0% | 127,567 | $10.1M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 123,502 | $9.7M |
| Trace Wealth Advisors, LLC | 7.05% | Add +1.5% | 119,606 | $9.4M |
| AGH Wealth Advisors, LLC | 6.77% | Add +2.4% | 117,012 | $9.2M |
| Milestone Investment Advisors LLC | 2.28% | Add +18.7% | 116,096 | $9.2M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -0.7% | 114,165 | $9.0M |
| Magnolia Private Wealth, LLC | 6.55% | Add +63.1% | 175,379 | $8.9M |
| Sage Rhino Capital LLC | 1.72% | Reduce -0.6% | 112,493 | $8.9M |
| Boyum Wealth Architects LLC | 5.33% | Add +16.5% | 109,761 | $8.7M |
| Divergent Planning, LLC | 2.29% | Add +23.9% | 107,561 | $8.6M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Add +83.2% | 108,789 | $8.6M |
| Castle Wealth Management LLC | 2.89% | Reduce -2.4% | 108,478 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Add +19.3% | 109,133 | $8.5M |
| Annandale Capital, LLC | 1.48% | Reduce -0.3% | 105,325 | $8.3M |
| Vista Investment Partners LLC | 2.29% | Add +12.4% | 103,764 | $8.2M |
| Bank of Montreal | 0.00% | Add +6400.5% | 99,913 | $7.9M |
| Clarity Capital Advisors, LLC | 4.26% | Add +0.5% | 99,190 | $7.8M |
| Advance Capital Management, Inc. | 0.34% | Add +10.8% | 99,082 | $7.8M |
| Physician Wealth Solutions Inc. | 3.40% | Reduce -2.1% | 98,683 | $7.8M |
| Arq Wealth Advisors, LLC | 2.29% | Add +10.8% | 98,257 | $7.8M |
| ABLE Financial Group, LLC | 1.65% | Add +0.4% | 96,585 | $7.6M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -3.0% | 96,230 | $7.6M |
| Synovus Financial Corp. | 0.09% | New | 96,007 | $7.6M |
| Gateway Wealth Partners, LLC | 1.01% | Add +4.4% | 95,233 | $7.5M |
| Larson Financial Group LLC | 0.26% | Reduce -6.2% | 93,514 | $7.4M |
| ShankerValleau Wealth Advisors, Inc. | 1.87% | Add +0.9% | 92,278 | $7.3M |
| Sequoia Financial Advisors, LLC | 0.04% | No change | 91,265 | $7.2M |
| Chicago Partners Investment Group LLC | 0.18% | Add +2.7% | 87,761 | $7.0M |
| Burk Holdings LLC | 3.73% | Reduce -2.5% | 88,458 | $7.0M |
| CENTRAL TRUST Co | 0.14% | Add +11.7% | 85,891 | $6.8M |
| Cornerstone Wealth Management, LLC | 0.37% | Reduce -1.4% | 84,715 | $6.7M |
| Holcombe Financial, Inc. | 4.63% | Add +1.9% | 84,129 | $6.6M |
| Clark Wealth Partners | 4.00% | New | 79,860 | $6.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.58% | Add +63.6% | 83,106 | $6.6M |
| Great Point Wealth Advisors, LLC | 1.22% | — | 82,380 | $6.5M |
| Kelman-Lazarov, Inc. | 0.95% | Add +12.9% | 81,531 | $6.4M |
| Activest Wealth Management | 1.29% | Add +843.8% | 80,445 | $6.3M |
| Lifestyle Asset Management, Inc. | 2.13% | Reduce -9.2% | 78,997 | $6.2M |
| Sax Wealth Advisors, LLC | 0.33% | Reduce -6.3% | 78,897 | $6.2M |
| Independence Bank of Kentucky | 0.79% | Add +167.8% | 77,852 | $6.1M |
| Ariadne Wealth Management, LP | 2.71% | Reduce -9.2% | 75,337 | $6.1M |
| Lakeridge Wealth Management LLC | 2.67% | Reduce -0.9% | 76,148 | $6.0M |
| Pathstone Holdings, LLC | 0.02% | Add +0.5% | 75,805 | $6.0M |
| Proathlete Wealth Management LLC | 1.70% | Add +6.0% | 74,832 | $5.9M |
| Brown Financial Advisors | 2.18% | Add +4.8% | 74,677 | $5.9M |
| Midwestern Financial, LLC | 4.90% | Add +8.0% | 72,348 | $5.7M |
| Wedmont Private Capital | 0.21% | No change | 69,691 | $5.5M |
| FMB Wealth Management | 2.23% | Add +1.3% | 66,621 | $5.3M |
| Equity Wealth Partners, LLC | 4.19% | — | 65,462 | $5.2M |
| Global Strategic Investment Solutions, LLC | 0.51% | Add +14.3% | 65,302 | $5.2M |
| REDW Wealth LLC | 1.93% | Add +39.7% | 64,846 | $5.1M |
| True Wealth Design, LLC | 1.55% | Reduce -3.9% | 64,312 | $5.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.28% | New | 61,713 | $4.9M |
| BLVD Private Wealth, LLC | 4.17% | Add +4.4% | 61,609 | $4.9M |
| CoreCap Advisors, LLC | 0.17% | Add +8.2% | 60,209 | $4.8M |
| Bayshore Asset Management, LLC | 2.03% | Reduce -0.7% | 60,135 | $4.7M |
| Anderson Hoagland & Co. | 0.42% | Add +1.6% | 59,628 | $4.7M |
| Valued Wealth Advisors LLC | 2.16% | Reduce -1.7% | 59,077 | $4.7M |
| PCG Wealth Advisors, LLC | 1.36% | New | 58,955 | $4.7M |
| AQR Capital Management | 0.00% | Add +20.8% | 58,183 | $4.6M |
| Mariner, LLC | 0.01% | Add +0.4% | 57,587 | $4.5M |
| Waterfront Wealth Inc. | 0.93% | Add +10.8% | 57,437 | $4.5M |
| CreativeOne Wealth, LLC | 0.11% | Add +118.8% | 56,799 | $4.5M |
| Symmetry Partners, LLC | 0.47% | Reduce -1.3% | 55,256 | $4.4M |
| Evensky & Katz LLC | 0.25% | Reduce -9.4% | 55,130 | $4.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.51% | Reduce -2.1% | 55,118 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +2.3% | 54,870 | $4.3M |
| Flagstone Financial Management | 1.11% | Reduce -4.5% | 53,341 | $4.2M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -3.6% | 51,161 | $4.0M |
| Citizens & Northern Corp. | 1.00% | Add +65.4% | 51,058 | $4.0M |
| Orion Capital Management LLC | 1.40% | Add +4.1% | 50,977 | $4.0M |
| Petros Family Wealth, LLC | 3.36% | Add +5.0% | 50,845 | $4.0M |
| Armbruster Capital Management, Inc. | 0.66% | Add +15.3% | 49,427 | $3.9M |
| Cypress Point Wealth Management, LLC | 0.78% | No change | 48,885 | $3.9M |
| Magnolia Capital Advisors LLC | 1.00% | Reduce -34.9% | 48,722 | $3.8M |
| Family Office Research LLC | 1.68% | Add +0.1% | 48,586 | $3.8M |
| AE Wealth Management LLC | 0.02% | Add +34.3% | 48,018 | $3.8M |
| Advyzon Investment Management, LLC | 0.65% | Add +110.2% | 47,714 | $3.8M |
| Greenwich Wealth Management LLC | 0.19% | Add +72.6% | 47,666 | $3.8M |
| Grove Bank & Trust | 0.43% | Add +36.2% | 46,890 | $3.7M |
| Abacus Planning Group, Inc. | 0.51% | No change | 46,825 | $3.7M |
| Paul R. Ried Financial Group, LLC | 1.82% | Reduce -0.6% | 45,682 | $3.6M |
| Comerica Bank | 0.01% | Reduce -0.2% | 45,552 | $3.6M |
| Arcadia Wealth Management, Inc. | 2.18% | Add +4.6% | 45,516 | $3.6M |
| Falcon Wealth Planning | 0.32% | Reduce -9.5% | 45,086 | $3.6M |
| Endeavor Private Wealth, Inc. | 1.09% | Reduce -1.7% | 44,581 | $3.5M |
| Clarion Wealth Managment Partners, LLC | 3.46% | Add +253.9% | 44,460 | $3.5M |
| Austin Asset Management Co Inc | 0.67% | Reduce -1.8% | 44,360 | $3.5M |
| IHT Wealth Management, LLC | 0.09% | Add +19.0% | 44,036 | $3.5M |
| Outbound Financial Inc | 2.81% | Reduce -0.8% | 43,685 | $3.4M |
| Plum Street Advisors, LLC | 1.32% | Reduce -0.5% | 43,350 | $3.4M |
| Jackson Thornton Wealth Management, LLC | 0.34% | Add +0.0% | 42,559 | $3.4M |
| Herold Advisors, Inc. | 0.78% | Add +1.4% | 42,430 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.9% | 42,172 | $3.3M |
| Motco | 0.30% | Reduce -0.1% | 41,944 | $3.3M |
| Fifth Third Securities, Inc. | 0.22% | Add +175.4% | 41,672 | $3.3M |
| Aspen Capital Management, LLC | 0.84% | No change | 41,633 | $3.3M |
| Meredith Wealth Planning | 1.02% | Add +12.4% | 40,913 | $3.2M |
| Accredited Wealth Management, LLC | 2.40% | Reduce -75.8% | 9,050 | $3.2M |
| Mattson Financial Services, LLC | 0.76% | Add +4.2% | 40,334 | $3.2M |
| MAI Capital Management | 0.02% | New | 39,957 | $3.2M |
| ORBA Wealth Advisors, L.L.C. | 2.57% | Add +21.1% | 39,529 | $3.1M |
| Allworth Financial LP | 0.01% | Add +679.9% | 39,424 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -36.5% | 39,134 | $3.1M |
| Quarry Hill Advisors, LLC | 1.57% | Reduce -1.0% | 38,709 | $3.1M |
| Clear Creek Financial Management, LLC | 0.26% | Add +183.7% | 38,480 | $3.0M |
| Kavar Capital Partners Group, LLC | 0.40% | Add +32.8% | 38,323 | $3.0M |
| Paladin Wealth, LLC | 2.16% | Add +17.6% | 37,703 | $3.0M |
| Aire Advisors, LLC | 0.54% | Reduce -0.3% | 37,467 | $3.0M |
| Prospect Financial Group LLC | 2.84% | Reduce -0.1% | 36,917 | $2.9M |
| Cascade Financial Partners, LLC | 0.33% | Reduce -1.9% | 36,623 | $2.9M |
| ARK & TLK Investments, LLC | 0.90% | Add +1.8% | 36,133 | $2.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.60% | Reduce -4.0% | 35,847 | $2.8M |
| Certified Advisory Corp | 0.26% | Add +27.1% | 35,052 | $2.8M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -8.2% | 35,032 | $2.8M |
| Tortoise Investment Management, LLC | 0.24% | Reduce -0.2% | 34,735 | $2.7M |
| Sterneck Capital Management, LLC | 1.27% | Reduce -0.4% | 34,607 | $2.7M |
| SJS Investment Consulting Inc. | 0.37% | Reduce -1.4% | 34,498 | $2.7M |
| Heirloom Wealth Management | 0.65% | New | 34,330 | $2.7M |
| Accordant Advisory Group Inc | 1.81% | Reduce -1.7% | 33,768 | $2.7M |
| Haven Private, LLC | 1.17% | Add +2.1% | 33,621 | $2.7M |
| Axxcess Wealth Management, LLC | 0.06% | Add +16.4% | 33,013 | $2.6M |
| Collective Family Office LLC | 0.62% | No change | 32,633 | $2.6M |
| Sunpointe, LLC | 0.86% | No change | 30,322 | $2.4M |
| L.K. Benson & Company, P.C. | 1.29% | Add +0.2% | 30,320 | $2.4M |
| Payne Capital LLC | 2.41% | — | 30,134 | $2.4M |
| Level Financial Advisors | 0.66% | Reduce -2.1% | 29,763 | $2.3M |
| Global Retirement Partners, LLC | 0.05% | Add +42.5% | 29,630 | $2.3M |
| SouthState Bank Corp | 0.11% | Reduce -49.5% | 29,527 | $2.3M |
| Factor Wealth Management LTD | 0.58% | Add +0.5% | 29,472 | $2.3M |
| Cetera Trust Company, N.A | 1.30% | No change | 29,437 | $2.3M |
| Liberty Square Wealth Partners LLC | 0.71% | New | 29,289 | $2.3M |
| CAP Partners, LLC | 1.31% | Add +1.1% | 29,220 | $2.3M |
| Transcendent Capital Group LLC | 1.01% | Reduce -3.6% | 28,494 | $2.2M |
| LexAurum Advisors, LLC | 0.32% | Reduce -36.9% | 28,085 | $2.2M |
| Wealthstream Advisors, Inc. | 0.33% | Add +13.2% | 27,544 | $2.2M |
| Nwam LLC | 0.12% | Add +1.9% | 27,141 | $2.2M |
| UMB Bank, n.a. | 0.03% | Add +0.4% | 27,185 | $2.1M |
| RAM Investment Partners, LLC | 0.39% | Reduce -2.8% | 26,477 | $2.1M |
| North Ridge Wealth Advisors, Inc. | 1.18% | Add +2.1% | 26,165 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.1% | 25,898 | $2.0M |
| Private Wealth Management Group, LLC | 0.56% | No change | 25,732 | $2.0M |
| Brown Financial Advisory | 1.06% | No change | 25,603 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +33.8% | 25,565 | $2.0M |
| Milestone Asset Management Group, LLC | 1.26% | Add +2.9% | 25,447 | $2.0M |
| Prosperity Planning, Inc. | 0.75% | Add +4.1% | 25,336 | $2.0M |
| Retirement Income Solutions, Inc. | 0.34% | Add +31.2% | 25,113 | $2.0M |
| Nova R Wealth, Inc. | 0.81% | Add +2.1% | 24,289 | $1.9M |
| Fonville Wealth Management LLC | 0.42% | No change | 23,534 | $1.9M |
| Glenview Trust Co | 0.03% | Add +103.5% | 23,381 | $1.8M |
| Balance Wealth Partners LLC | 0.45% | Add +3.1% | 23,209 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | No change | 22,463 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.15% | Add +1.2% | 22,420 | $1.8M |
| Berman McAleer LLC | 0.25% | — | 22,266 | $1.8M |
| Pacific Asset Management, LLC | 1.19% | Add +4.9% | 22,204 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | No change | 21,850 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +43.8% | 21,549 | $1.7M |
| Betterment LLC | 0.00% | Add +40.8% | 21,494 | $1.7M |
| Lam Group, Inc. | 1.05% | Add +1.0% | 21,475 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +7.5% | 21,171 | $1.7M |
| A4 Wealth Advisors LLC | 1.40% | — | 21,092 | $1.7M |
| Clear Point Advisors Inc. | 1.28% | Add +2.4% | 20,863 | $1.6M |
| Morris Financial Concepts, Inc. | 0.59% | Reduce -0.3% | 20,828 | $1.6M |
| Life Planning Partners, Inc | 1.19% | Add +9.2% | 20,625 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.9% | 20,321 | $1.6M |
| SOL Capital Management CO | 0.14% | Reduce -0.6% | 20,121 | $1.6M |
| Earned Wealth Advisors, LLC | 0.25% | No change | 19,613 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.12% | New | 19,581 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +14.2% | 19,527 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +24.1% | 19,263 | $1.5M |
| Avant Financial Advisors LLC | 1.14% | Add +3.0% | 19,190 | $1.5M |
| PFG Private Wealth Management, LLC | 0.67% | New | 19,001 | $1.5M |
| Integrity Wealth Solutions LLC | 0.67% | Add +112.4% | 19,001 | $1.5M |
| Eaton-Cambridge Inc. | 0.52% | Reduce -2.7% | 18,847 | $1.5M |
| Rialto Wealth Management, LLC | 0.38% | Reduce -4.6% | 18,793 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Add +128.6% | 18,687 | $1.5M |
| Poinciana Advisors Group, LLC | 1.24% | Reduce -6.1% | 18,615 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.1% | 18,576 | $1.5M |
| Integrity Investment Advisors, LLC | 0.96% | New | 18,369 | $1.4M |
| Harbor Investment Advisory, LLC | 0.12% | Add +737.9% | 18,350 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +39.5% | 17,836 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 17,757 | $1.4M |
| LRI Investments, LLC | 0.11% | No change | 17,675 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +2.4% | 17,364 | $1.4M |
| Truepoint, Inc. | 0.03% | Add +0.3% | 17,215 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Add +1.9% | 16,903 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +8.6% | 16,263 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +104.7% | 16,257 | $1.3M |
| Seed Wealth Management, Inc. | 0.88% | No change | 16,065 | $1.3M |
| Vise Technologies, Inc. | 0.05% | Reduce -65.5% | 15,948 | $1.3M |
| Aurelius Family Office LLC | 0.56% | Reduce -4.4% | 15,931 | $1.3M |
| Leading Edge Financial Planning LLC | 0.31% | Add +6.6% | 15,565 | $1.2M |
| Magnus Financial Group LLC | 0.10% | Reduce -0.5% | 15,479 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.42% | Add +0.3% | 15,437 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +144.2% | 14,683 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Add +7.6% | 14,455 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +11.9% | 14,013 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.05% | Reduce -0.0% | 13,943 | $1.1M |
| Financial Futures Ltd Liability Co. | 0.52% | Add +0.9% | 13,631 | $1.1M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -14.0% | 13,592 | $1.1M |
| Trademark Financial Management, LLC | 0.62% | Add +8.0% | 13,442 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 13,276 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +52.8% | 13,068 | $1.0M |
| Breakwater Capital Group | 0.15% | Add +12.3% | 12,864 | $1.0M |
| GTS Securities LLC | 0.04% | Add +180.4% | 12,828 | $1.0M |
| Ridgeline Wealth, LLC | 0.75% | Reduce -2.7% | 12,825 | $1.0M |
| Riverchase Wealth Management, LLC | 0.57% | Add +1.4% | 12,818 | $1.0M |
| Hardin Capital Partners, LLC | 0.52% | Add +6.8% | 12,308 | $971K |
| Merit Financial Group, LLC | 0.01% | Add +87.2% | 12,173 | $960K |
| CWA Asset Management Group, LLC | 0.03% | Add +47.1% | 11,891 | $938K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -34.8% | 11,785 | $930K |
| GEM Asset Management, LLC | 0.44% | Reduce -0.4% | 11,652 | $925K |
| FMR LLC | 0.00% | Add +71.7% | 11,632 | $918K |
| Bridgewealth Advisory Group, LLC | 0.21% | Add +26.8% | 11,531 | $910K |
| Ifrah Financial Services, Inc. | 0.23% | Reduce -0.6% | 11,486 | $906K |
| Tillman Hartley LLC | 0.23% | No change | 11,320 | $893K |
| Forum Financial Management, LP | 0.01% | Reduce -0.7% | 11,294 | $891K |
| Greenspring Advisors, LLC | 0.16% | — | 11,264 | $889K |
| Cetera Investment Advisers | 0.00% | Add +136.2% | 11,233 | $886K |
| Allodium Investment Consultants, LLC | 0.50% | No change | 11,173 | $882K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 11,038 | $871K |
| First Trust Advisors LP | 0.00% | No change | 10,792 | $851K |
| Advisor OS, LLC | 0.07% | Reduce -26.5% | 10,741 | $847K |
| Decker Retirement Planning Inc. | 0.45% | Add +14.9% | 10,302 | $813K |
| TFO Wealth Partners, LLC | 0.13% | Add +88.6% | 9,839 | $776K |
| EnRich Financial Partners LLC | 0.22% | Add +0.7% | 9,647 | $761K |
| Paragon Advisors, LLC | 0.19% | Reduce -22.4% | 9,396 | $741K |
| Brookstone Capital Management | 0.01% | Reduce -10.6% | 9,276 | $732K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -4.3% | 9,263 | $731K |
| Consolidated Portfolio Review Corp | 0.09% | Add +15.2% | 9,204 | $726K |
| Mendota Financial Group, LLC | 0.54% | Add +131.7% | 9,184 | $725K |
| MN Wealth Advisors, LLC | 0.39% | Add +5.6% | 9,134 | $721K |
| Visionary Horizons, LLC | 0.40% | Add +0.5% | 9,025 | $712K |
| Hilltop Holdings Inc. | 0.04% | New | 8,855 | $699K |
| Brown Advisory Inc. | 0.00% | Reduce -3.9% | 8,690 | $686K |
| Palo Alto Wealth Advisors, LLC | 0.20% | New | 8,490 | $684K |
| Cloud Capital Management, LLC | 0.35% | No change | 8,383 | $661K |
| Bannerman Wealth Management Group, LLC | 0.48% | No change | 8,332 | $657K |
| Accurate Wealth Management, LLC | 0.09% | New | 8,203 | $645K |
| Joseph P. Lucia & Associates, LLC | 0.24% | Reduce -3.4% | 7,936 | $626K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +168.2% | 7,871 | $621K |
| Diversified Trust Co. | 0.01% | No change | 7,560 | $596K |
| Bank of Marin | 0.42% | Add +19.3% | 7,484 | $590K |
| Janney Montgomery Scott LLC | 0.00% | Add +87.6% | 7,479 | $590K |
| Tanglewood Legacy Advisors, LLC | 0.22% | No change | 7,380 | $582K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +93.3% | 7,047 | $556K |
| KKM Financial LLC | 0.17% | Add +2.5% | 7,020 | $554K |
| TFB Advisors LLC | 0.16% | Add +5.1% | 7,015 | $552K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.4% | 6,973 | $550K |
| Navigoe, LLC | 0.34% | New | 6,751 | $532K |
| Cooper/Haims Advisors, LLC | 0.25% | No change | 6,684 | $527K |
| Sowell Financial Services LLC | 0.02% | New | 6,683 | $527K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -3.4% | 6,375 | $503K |
| Fort Vancouver Investment Management, LLC | 0.28% | No change | 6,302 | $497K |
| Aprio Wealth Management, LLC | 0.05% | No change | 6,265 | $494K |
| Cornerstone Capital, Inc. | 0.05% | No change | 6,146 | $485K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.8% | 6,113 | $482K |
| Accelerate Investment Advisors LLC | 0.32% | Reduce -0.1% | 6,004 | $474K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -10.7% | 5,938 | $469K |
| Aspiriant, LLC | 0.01% | No change | 5,570 | $439K |
| KFA Private Wealth Group, LLC | 0.12% | Reduce -5.2% | 5,512 | $435K |
| RMR Wealth Builders | 0.04% | No change | 5,511 | $435K |
| New Dimensions Wealth Management, LLC | 0.37% | No change | 5,396 | $426K |
| L & S Advisors Inc | 0.05% | No change | 5,393 | $426K |
| Parcion Private Wealth LLC | 0.03% | No change | 5,390 | $425K |
| Leavell Investment Management, Inc. | 0.02% | New | 5,363 | $423K |
| Alpha Financial Advisors, LLC | 0.15% | Reduce -7.0% | 5,322 | $420K |
| Spire Wealth Management | 0.01% | Reduce -3.2% | 5,321 | $420K |
| Atala Financial Inc | 0.26% | No change | 5,249 | $414K |
| Transatlantique Private Wealth LLC | 0.13% | Add +0.4% | 5,132 | $405K |
| PFG Investments, LLC | 0.02% | Reduce -0.3% | 5,115 | $404K |
| Asset Dedication, LLC | 0.03% | No change | 5,096 | $402K |
| Intelligent Financial Strategies | 0.20% | No change | 5,090 | $402K |
| Ruedi Wealth Management, Inc. | 0.11% | No change | 5,065 | $400K |
| Parsons Capital Management Inc. | 0.02% | New | 4,994 | $394K |
| Stonebrook Private Inc. | 0.08% | Add +0.4% | 4,961 | $391K |
| Sprinkle Financial Consultants LLC | 0.22% | No change | 4,944 | $390K |
| Trustmark Bank Trust Department | 0.02% | No change | 4,839 | $382K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 4,778 | $377K |
| Oceanside Advisors LLC | 0.23% | Add +0.3% | 4,673 | $369K |
| Stonehearth Capital Management, LLC | 0.14% | No change | 4,442 | $350K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 4,434 | $350K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.0% | 4,347 | $343K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,308 | $340K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.0% | 4,169 | $329K |
| Almanack Investment Partners, LLC. | 0.05% | No change | 4,125 | $325K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 4,126 | $325K |
| Copley Financial Group, Inc. | 0.22% | Add +2.1% | 4,091 | $323K |
| Keb Asset Management, LLC | 0.07% | No change | 4,035 | $318K |
| Ieq Capital, LLC | 0.00% | No change | 3,949 | $312K |
| Captrust Financial Advisors | 0.00% | Add +44.4% | 3,945 | $311K |
| Jacobi Capital Management LLC | 0.02% | Add +3.4% | 3,923 | $310K |
| Lunt Capital Management, Inc. | 0.12% | No change | 3,910 | $308K |
| Blue Trust, Inc. | 0.00% | No change | 3,890 | $307K |
| Cypress Wealth Services, LLC | 0.05% | New | 3,881 | $306K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,843 | $303K |
| FFT Wealth Management LLC | 0.05% | No change | 3,653 | $288K |
| Clarity Asset Management, Inc. | 0.16% | Add +32.3% | 3,651 | $288K |
| Harbor Asset Planning, Inc. | 0.25% | Reduce -0.1% | 3,555 | $280K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 3,551 | $280K |
| Mainsail Asset Management, LLC | 0.12% | No change | 3,540 | $279K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 3,506 | $277K |
| Triad Wealth Partners, LLC | 0.04% | New | 3,464 | $273K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,291 | $260K |
| Atlas Brown,Inc. | 0.08% | Add +5.9% | 3,289 | $260K |
| GWN Securities Inc. | 0.06% | Add +7.5% | 3,275 | $260K |
| Element Wealth, LLC | 0.11% | New | 3,260 | $257K |
| Citadel Advisors | 0.00% | Reduce -98.2% | 3,140 | $248K |
| Kathmere Capital Management, LLC | 0.02% | New | 3,105 | $245K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -12.9% | 3,105 | $245K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | Reduce -0.2% | 3,059 | $241K |
| Yukon Wealth Management, Inc. | 0.08% | No change | 3,021 | $238K |
| Cambridge Financial Group, LLC | 0.08% | No change | 3,000 | $237K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.5% | 2,961 | $234K |
| Impact Partnership Wealth, LLC | 0.03% | New | 2,940 | $232K |
| Arrowroot Family Office, LLC | 0.09% | New | 2,876 | $227K |
| Barnes Wealth Management Group, Inc | 0.12% | New | 2,862 | $226K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,856 | $225K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Reduce -39.7% | 2,822 | $223K |
| Prosperitas Financial LLC | 0.09% | New | 2,808 | $222K |
| Satovsky Asset Management LLC | 0.04% | No change | 2,797 | $221K |
| High Net Worth Advisory Group LLC | 0.05% | New | 2,782 | $220K |
| SRH Advisors, LLC | 0.06% | New | 2,766 | $218K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,773 | $218K |
| Bogart Wealth, LLC | 0.01% | New | 2,740 | $216K |
| Accel Wealth Management | 0.06% | Reduce -13.7% | 2,723 | $215K |
| 1620 Investment Advisors, Inc. | 0.12% | Add +2.8% | 2,207 | $174K |
| Salomon & Ludwin, LLC | 0.02% | New | 2,092 | $167K |
| Paladin Advisory Group, LLC | 0.13% | Add +2821.4% | 2,045 | $161K |
| Assetmark, Inc. | 0.00% | Add +84.5% | 1,840 | $145K |
| Ameritas Advisory Services, LLC | 0.01% | Add +17.1% | 1,826 | $144K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,787 | $141K |
| Creative Capital Management Investments LLC | 0.04% | No change | 1,775 | $140K |
| Mather Group, Llc. | 0.00% | New | 1,761 | $139K |
| WealthShield Partners, LLC | 0.02% | No change | 1,700 | $134K |
| Bank of New Hampshire | 0.03% | No change | 1,614 | $127K |
| IFP Advisors, Inc | 0.00% | Add +10.6% | 1,591 | $126K |
| Dogwood Wealth Management LLC | 0.06% | Add +746.5% | 1,549 | $122K |
| BlackRock, Inc. | 0.00% | No change | 1,508 | $119K |
| Lanark Financial, Inc. | 0.01% | Add +9.3% | 1,467 | $116K |
| Redwood Park Advisors LLC | 0.08% | No change | 1,409 | $111K |
| North Capital, Inc. | 0.09% | Add +0.1% | 1,401 | $111K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +1.0% | 1,214 | $96K |
| Your Advocates Ltd., LLP | 0.02% | No change | 818 | $65K |
| Nemes Rush Group LLC | 0.01% | No change | 815 | $64K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 810 | $64K |
| Crewe Advisors LLC | 0.01% | No change | 788 | $62K |
| REAP Financial Group, LLC | 0.01% | No change | 717 | $57K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -3.9% | 617 | $49K |
| US Bancorp \de | 0.00% | New | 593 | $47K |
| Eastern Bank | 0.00% | No change | 550 | $43K |
| Global Wealth Strategies & Associates | 0.01% | No change | 525 | $41K |
| Marquette Asset Management, LLC | 0.01% | No change | 497 | $39K |
| Evolution Wealth Management Inc. | 0.04% | No change | 433 | $34K |
| Wealth Watch Advisors, INC | 0.01% | New | 283 | $22K |
| Kings Path Partners LLC | 0.01% | Add +5.7% | 280 | $22K |
| YANKCOM Partnership | 0.01% | New | 228 | $18K |
| Elevate Wealth Advisory, Inc. | 0.01% | Add +1.8% | 225 | $18K |
| Operose Advisors LLC | 0.00% | Add +77.6% | 222 | $18K |
| Bfsg, LLC | 0.00% | No change | 190 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 181 | $14K |
| GAMMA Investing LLC | 0.00% | No change | 160 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -77.3% | 147 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 135 | $11K |
| Harbour Investments, Inc. | 0.00% | New | 131 | $10K |
| Tripletail Wealth Management, LLC | 0.01% | New | 125 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.5% | 110 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 109 | $9K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -71.8% | 85 | $7K |
| Wealthspire Advisors, LLC | 0.00% | New | 79 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 70 | $6K |
| HFM Investment Advisors, LLC | 0.00% | No change | 63 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 62 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 59 | $5K |
| Family Capital Trust Co | 0.00% | No change | 58 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 57 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 51 | $4K |
| Key Financial Inc | 0.00% | No change | 17 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 14 | $1K |
| Addison Advisors LLC | 0.00% | No change | 10 | $778 |
"% of holder's portfolio" is AVDE's weight in each manager's 13F, not the share of Avantis International Equity the manager owns.