Avantis Emerging Markets EqAVEMETF

13F holders, Q1 2024 (March 31)
384holders
1famous investor
$57.97avg. 13F price*

At the end of Q1 2024, 384 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings. The largest holders were Savant Capital, LLC ($764.4M), Envestnet Asset Management Inc. ($426.6M) and Morgan Stanley ($151.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avantis Emerging Markets Eq
Filed as
AMERICAN CENTY ETF TR (Q1 2024)
CUSIP
025072604
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 384Q1 2024Q2 2024: 414Q2 2024Q3 2024: 449Q3 2024Q4 2024: 514Q4 2024Q1 2025: 554Q1 2025Q2 2025: 582Q2 2025Q3 2025: 671Q3 2025Q4 2025: 800Q4 2025Q1 2026: 919Q1 2026Q2 2026: 1,009Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$79.6M
Exits19$390.1M

Ownership 384 holders

Savant Capital, LLC 8.77% Add +7.5% 13,188,846 $764.4M
Envestnet Asset Management Inc. 0.16% Add +9.9% 7,359,644 $426.6M
Morgan Stanley 0.01% Add +2.7% 2,613,440 $151.5M
Annex Advisory Services, LLC 4.75% Add +16.3% 2,309,443 $133.9M
Haverford Trust Co 1.35% Add +1.7% 2,232,347 $129.4M
HighTower Advisors, LLC 0.17% Add +30.7% 1,807,286 $104.7M
Cerity Partners LLC 0.24% Reduce -2.0% 1,585,100 $91.9M
American Century Companies Inc. 0.06% Add +2.9% 1,561,230 $90.5M
Pure Financial Advisors, LLC 2.76% Add +0.8% 1,519,459 $88.1M
Creative Planning 0.09% Reduce -8.8% 1,355,297 $78.6M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -7.5% 1,328,679 $77.0M
Wells Fargo & Company 0.02% Add +29.0% 1,280,145 $74.2M
Oak Root LLC 9.22% Add +0.2% 1,187,668 $68.8M
CW Advisors, LLC 1.14% Reduce -19.8% 1,141,702 $66.2M
LPL Financial LLC 0.03% Add +17.7% 986,640 $57.2M
WMS Partners, LLC 3.92% Add +2.2% 981,239 $56.9M
Jane Street Group, LLC 0.07% Add +90.9% 908,457 $52.7M
Adero Partners, LLC 3.62% Add +9.5% 825,490 $47.8M
Neuberger Berman Group LLC 0.04% Add +55.9% 757,764 $43.9M
Summit Financial Strategies, Inc. 6.03% Add +9.1% 745,826 $43.2M
Beaird Harris Wealth Management, LLC 3.89% Add +5.7% 688,868 $39.9M
Gradient Investments LLC 0.81% Reduce -2.6% 603,285 $35.0M
Larson Financial Group LLC 2.52% Reduce -6.0% 563,089 $32.6M
Foster & Motley Inc. 2.24% Add +0.6% 562,410 $32.6M
Atwood & Palmer Inc. 2.39% Add +10.9% 544,248 $31.5M
Tarbox Family Office, Inc. 5.36% Add +9.1% 525,789 $30.5M
Greenup Street Wealth Management LLC 7.18% Add +23.4% 493,134 $28.6M
HUB Investment Partners, LLC 1.53% Add +4.0% 478,061 $27.7M
Great Valley Advisor Group, Inc. 0.83% Add +13.7% 470,838 $27.3M
Waddell & Associates, LLC 3.66% Add +2.9% 467,540 $27.1M
Waypoint Wealth Partners Inc. 7.40% Add +1.6% 448,660 $26.0M
West Paces Advisors Inc. 6.42% Add +6.1% 420,573 $24.4M
Rockwood Wealth Management, LLC 3.13% Reduce -4.1% 418,574 $24.3M
Symmetry Partners, LLC 1.88% Reduce -8.8% 415,427 $24.1M
JPMorgan Chase & Co. 0.00% Reduce -2.7% 408,482 $23.7M
Truepoint, Inc. 0.67% Reduce -14.4% 408,177 $23.7M
Bank of America Corp. 0.00% Add +34.2% 405,478 $23.5M
Arlington Financial Advisors, LLC 5.14% New 404,141 $23.4M
Corient Private Wealth LP 0.04% Reduce -55.3% 373,743 $21.7M
Correct Capital Wealth Management 4.99% Add +0.3% 372,953 $21.6M
Morton Brown Family Wealth, LLC 8.55% Add +10.7% 357,498 $20.7M
Versant Capital Management, Inc 5.81% Reduce -0.3% 351,185 $20.4M
Ritter Daniher Financial Advisory LLC / DE 6.68% Add +4.3% 348,193 $20.2M
Royal Bank of Canada 0.00% Reduce -16.1% 342,333 $19.8M
Orion Porfolio Solutions, LLC 0.21% Add +2600.4% 335,339 $19.4M
Orion Portfolio Solutions, LLC 0.21% Add +2600.4% 335,339 $19.4M
PrairieView Partners, LLC 2.17% Add +3.2% 326,020 $18.9M
High Probability Advisors, LLC 3.49% Add +4.4% 324,527 $18.8M
Apollon Wealth Management, LLC 0.59% Add +35.4% 322,307 $18.7M
Cannon Financial Strategists, Inc. 3.61% Add +10.7% 317,098 $18.4M
Buckingham Strategic Wealth, LLC 0.19% Add +1.0% 312,761 $18.1M
TCI Wealth Advisors, Inc. 1.63% Reduce -6.9% 285,367 $16.5M
Waypoint Capital Advisors, LLC 4.26% Add +12.0% 280,802 $16.3M
Quantum Financial Advisors, LLC 2.96% Reduce -0.4% 277,999 $16.1M
Focus Partners Advisor Solutions, LLC 0.46% Add +688.4% 274,509 $15.9M
WJ Interests, LLC 8.00% Add +4.2% 261,746 $15.2M
JRM Investment Counsel, LLC 5.28% Add +41.5% 254,418 $14.7M
Empowered Funds, LLC 0.26% New 249,912 $14.5M
Fifth Third Bancorp 0.06% Reduce -3.2% 249,347 $14.5M
MML Investors Services, LLC 0.06% Add +45.5% 245,046 $14.2M
JNBA Financial Advisors 1.48% Reduce -28.3% 243,107 $14.1M
SC&H Financial Advisors, Inc. 3.55% Add +7.0% 234,944 $13.6M
Websterrogers Financial Advisors, LLC 4.75% Add +20.3% 230,465 $13.4M
Venturi Wealth Management, LLC 0.85% Add +4.0% 227,669 $13.2M
Vantage Financial Partners Ltd., Inc. 3.40% Add +69.3% 224,929 $13.0M
Diversified Portfolios, Inc. 1.82% Add +31.3% 223,604 $13.0M
Concord Wealth Partners 2.33% Add +0.3% 223,530 $13.0M
Amplius Wealth Advisors, LLC 1.43% Reduce -47.9% 220,372 $12.8M
Plancorp, LLC 0.53% Reduce -2.2% 211,149 $12.2M
Berger Financial Group, Inc 1.00% New 209,716 $12.2M
Commonwealth Equity Services, LLC 0.02% Add +14.3% 205,414 $11.9M
Concord Asset Management, LLC 3.09% Add +1.9% 202,553 $11.7M
Park Avenue Securities LLC 0.15% Add +7.0% 202,328 $11.7M
Waverly Advisors, LLC 0.26% Reduce -6.4% 192,974 $11.2M
UBS Group AG 0.00% Reduce -53.1% 192,330 $11.1M
OneDigital Investment Advisors LLC 0.17% Add +3.8% 191,666 $11.1M
Jones Financial Companies LLLP 0.01% Add +39.2% 190,478 $11.0M
CGN Advisors LLC 1.38% Reduce -22.3% 187,669 $10.9M
Hill Investment Group Partners, LLC 1.49% Reduce -1.9% 181,602 $10.5M
Burton Enright Welch 2.53% Add +1.4% 181,521 $10.5M
Aire Advisors, LLC 2.28% Add +1.1% 174,169 $10.1M
Dynamic Advisor Solutions LLC 0.34% Add +32.5% 172,586 $10.0M
Cardiff Park Advisors, LLC 0.95% Add +2.9% 171,945 $10.0M
Foundations Investment Advisors, LLC 0.26% Add +2.8% 171,611 $9.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.8% 171,373 $9.9M
ERn Financial, LLC 1.72% Add +2.7% 171,371 $9.9M
Destiny Wealth Partners, LLC 1.78% Reduce -9.7% 170,944 $9.9M
Opus Capital Group, LLC 1.42% Add +3.1% 168,041 $9.7M
Grand Wealth Management, LLC 4.49% Add +13.6% 162,527 $9.4M
Werba Rubin Papier Wealth Management 2.68% Reduce -0.5% 159,375 $9.2M
Allen Capital Group, LLC 1.28% Add +2670.4% 152,094 $8.8M
Northwest Wealth Management, LLC 2.39% Reduce -1.5% 150,685 $8.7M
Merit Financial Group, LLC 0.20% Add +14.1% 141,357 $8.5M
Visionary Horizons, LLC 6.40% Add +3.9% 143,251 $8.2M
WealthPLAN Partners, LLC 0.85% Reduce -0.6% 140,891 $8.2M
Valued Wealth Advisors LLC 5.75% Add +974.2% 140,027 $8.1M
Kavar Capital Partners Group, LLC 1.47% Reduce -48.1% 137,863 $8.0M
Total Wealth Planning, LLC 1.37% Reduce -3.5% 137,295 $8.0M
Flagstone Financial Management 3.07% Reduce -22.5% 137,282 $8.0M
Cwm, LLC 0.04% Add +108.8% 133,677 $7.7M
REAP Financial Group, LLC 2.11% Add +58.0% 132,485 $7.7M
BSW Wealth Partners 1.29% Add +837.4% 131,493 $7.6M
Signet Financial Management, LLC 1.03% Add +85.8% 129,775 $7.5M
Shotwell Rutter Baer Inc 14.82% Add +1.2% 123,023 $7.3M
Henrickson Nauta Wealth Advisors, Inc. 3.14% Reduce -0.3% 121,574 $7.1M
Fonville Wealth Management LLC 3.06% Add +29.3% 119,228 $6.9M
Passive Capital Management, LLC. 2.69% Add +0.8% 118,741 $6.9M
Annapolis Financial Services, LLC 2.26% Reduce -14.0% 118,425 $6.9M
Team Hewins, LLC 2.63% No change 112,800 $6.5M
Prosperity Planning, Inc. 3.13% Add +8.2% 111,394 $6.5M
Merriman Wealth Management, LLC 0.29% Reduce -7.2% 110,926 $6.4M
Kelman-Lazarov, Inc. 1.24% Reduce -1.8% 109,446 $6.3M
Fragasso Financial Advisors Inc 0.53% Add +2.8% 108,481 $6.3M
Capasso Planning Partners LLC 2.59% Add +10.0% 107,847 $6.3M
Bridgewater Advisors Inc. 0.93% Reduce -7.5% 107,048 $6.2M
Raymond James Financial Services Advisors, Inc. 0.01% Add +1.0% 100,803 $5.8M
Libra Wealth LLC 2.47% Add +10.1% 97,285 $5.6M
Awm Capital, LLC 0.90% Reduce -0.7% 92,709 $5.4M
Wealth Management Partners, LLC 2.73% Add +2.0% 92,667 $5.4M
Apella Capital, LLC 0.27% Reduce -7.4% 90,058 $5.3M
Red Lighthouse Investment Management, LLC 2.08% Reduce -1.6% 89,197 $5.2M
WCG Wealth Advisors LLC 0.43% Add +4.3% 88,755 $5.1M
Pacific Life Fund Advisors LLC 0.50% Add +1.0% 88,724 $5.1M
Highland Financial Advisors, LLC 2.05% Reduce -1.1% 88,565 $5.1M
SJS Investment Consulting Inc. 1.02% Add +29.2% 88,467 $5.1M
Echo Wealth Management, LLC 4.20% Reduce -0.2% 87,418 $5.1M
WealthPlan Investment Management, LLC 0.76% Reduce -22.2% 85,731 $5.0M
Financial Futures Ltd Liability Co. 3.18% Add +21.1% 82,629 $4.8M
Tortoise Investment Management, LLC 0.57% Add +14.5% 81,382 $4.7M
Collective Family Office LLC 1.53% Add +12.5% 81,153 $4.7M
Raymond James & Associates 0.00% Add +102.2% 80,651 $4.7M
WMG Financial Advisors, LLC 2.66% Add +7.8% 80,246 $4.7M
Trellis Wealth Advisors LLC 2.61% Add +0.3% 79,564 $4.6M
Fortress Wealth Management, Inc. 2.35% Add +5.4% 78,638 $4.6M
Great Point Wealth Advisors, LLC 1.06% Reduce -0.1% 78,420 $4.5M
Starfox Financial Services, LLC 3.84% Add +2.9% 79,214 $4.5M
Chicago Partners Investment Group LLC 0.19% Add +0.9% 77,583 $4.5M
McLean Asset Management Corp 1.52% Add +0.1% 74,589 $4.4M
Osaic Holdings, Inc. 0.01% Reduce -55.6% 75,990 $4.4M
GeoWealth Management, LLC 0.17% New 75,004 $4.3M
Dopkins Wealth Management, LLC 2.61% Add +6.7% 74,658 $4.3M
Certified Advisory Corp 0.59% Add +21.7% 72,722 $4.2M
Arq Wealth Advisors, LLC 1.77% Add +30.3% 70,447 $4.1M
EnRich Financial Partners LLC 1.47% Reduce -0.3% 67,677 $3.9M
Carlson Capital Management 0.18% Reduce -78.9% 67,545 $3.9M
Mariner, LLC 0.01% Add +18.2% 65,591 $3.8M
Cypress Point Wealth Management, LLC 1.93% Add +27.6% 65,099 $3.8M
ORBA Wealth Advisors, L.L.C. 2.06% Add +2.1% 64,317 $3.7M
AlphaQ Advisors LLC 2.22% Add +7.1% 63,612 $3.7M
Cherry Tree Wealth Management, LLC 0.92% Add +6.5% 63,346 $3.7M
EP Wealth Advisors, LLC 0.04% Add +0.2% 62,697 $3.6M
REDW Wealth LLC 0.95% Add +4.1% 61,083 $3.5M
Elevation Wealth Partners, LLC 1.75% Add +2.4% 60,299 $3.5M
LexAurum Advisors, LLC 0.86% Add +187.5% 58,571 $3.4M
Objectivity Squared, LLC 2.97% Add +8.7% 57,743 $3.4M
IAG Wealth Partners, LLC 0.72% Add +9.3% 58,212 $3.4M
SOL Capital Management CO 0.42% Reduce -18.2% 57,588 $3.3M
Trilogy Capital Inc. 0.19% Add +71.5% 57,344 $3.3M
Level Financial Advisors 1.48% Add +10.4% 56,326 $3.3M
Cetera Investment Advisers 0.01% New 56,211 $3.3M
Financial Symmetry Inc 2.78% Add +1.9% 54,885 $3.2M
CoreFirst Bank & Trust 1.98% Reduce -3.6% 54,571 $3.2M
Ausdal Financial Partners, Inc. 0.36% Add +12.1% 53,274 $3.1M
Apeiron RIA LLC 0.89% Reduce -1.8% 52,752 $3.1M
Disciplina Capital Management LLC 0.51% Add +71.3% 52,253 $3.0M
WorthPointe, LLC 1.52% Add +7.3% 51,985 $3.0M
Waterfront Wealth Inc. 0.82% Add +12.6% 50,078 $2.9M
Peak Asset Management, LLC 0.58% New 50,214 $2.9M
Brown Financial Advisory 2.22% Reduce -3.6% 49,289 $2.9M
Signature Resources Capital Management, LLC 2.67% Reduce -0.9% 50,470 $2.8M
Bank of New York Mellon Corp 0.00% Add +38.7% 48,672 $2.8M
Strategic Blueprint, LLC 0.20% Add +4.1% 48,265 $2.8M
Perigon Wealth Management, LLC 0.08% Add +1.8% 48,195 $2.8M
Transamerica Financial Advisors, LLC 0.28% New 47,528 $2.8M
Equita Financial Network, Inc. 1.23% Reduce -53.5% 47,188 $2.7M
Annandale Capital, LLC 0.62% Add +71.9% 47,023 $2.7M
Wedmont Private Capital 0.20% Reduce -0.2% 45,720 $2.7M
Prosperity Consulting Group, LLC 0.33% Reduce -7.8% 45,351 $2.6M
HTG Investment Advisors, Inc. 1.49% Add +4.3% 44,417 $2.6M
Farther Finance Advisors, LLC 0.15% Add +1.0% 43,728 $2.5M
Physician Wealth Solutions Inc. 2.08% Add +6.4% 42,812 $2.5M
Stifel Financial Corp. 0.00% Add +6.0% 41,761 $2.4M
Transcendent Capital Group LLC 1.38% Add +0.2% 40,882 $2.4M
Sterneck Capital Management, LLC 1.40% Add +16.1% 40,251 $2.3M
WealthCollab, LLC 1.71% Add +18.1% 39,977 $2.3M
Stewardship Advisors, LLC 0.79% Reduce -82.1% 39,667 $2.3M
Shore Point Advisors, LLC 1.30% Add +13.1% 39,287 $2.3M
Private Advisor Group, LLC 0.02% Add +10.0% 36,663 $2.1M
IHT Wealth Management, LLC 0.08% New 35,479 $2.1M
Sentinel Pension Advisors, LLC 0.44% Reduce -15.8% 35,188 $2.0M
Armbruster Capital Management, Inc. 0.43% Add +2.5% 34,835 $2.0M
Gateway Wealth Partners, LLC 0.71% Add +25.2% 34,300 $2.0M
Soundmark Wealth Management, LLC 0.84% Add +4.3% 32,510 $1.9M
Private Wealth Management Group, LLC 0.85% Reduce -4.3% 32,267 $1.9M
Cresset Asset Management, LLC 0.01% Add +0.5% 31,957 $1.9M
Atria Investments, Inc 0.02% Add +2.9% 31,151 $1.8M
Mraz, Amerine & Associates, Inc. 0.34% Add +10.8% 30,958 $1.8M
Allworth Financial LP 0.01% Reduce -6.0% 30,733 $1.8M
CAP Partners, LLC 1.57% Add +5.7% 30,676 $1.8M
Plum Street Advisors, LLC 0.88% Reduce -2.9% 26,937 $1.7M
IFP Advisors, Inc 0.08% Add +79.0% 30,019 $1.7M
SpiderRock Advisors, LLC 0.05% — 29,176 $1.7M
Strategic Financial Concepts, LLC 0.39% New 28,277 $1.6M
TFB Advisors LLC 0.59% Add +12.2% 28,018 $1.6M
Sprinkle Financial Consultants LLC 1.38% Add +4.4% 27,882 $1.6M
Stone Summit Wealth LLC 0.56% Add +9.5% 27,795 $1.6M
Canvas Wealth Advisors, LLC 0.54% Add +9.7% 28,377 $1.6M
IMA Advisory Services, Inc. 0.73% Add +2.9% 26,586 $1.5M
Asset Dedication, LLC 0.11% Reduce -0.1% 26,543 $1.5M
Dogwood Wealth Management LLC 1.04% Add +11.9% 26,432 $1.5M
Grove Bank & Trust 0.26% No change 26,321 $1.5M
Good Life Advisors, LLC 0.13% Reduce -2.3% 24,913 $1.4M
Ieq Capital, LLC 0.02% Reduce -43.4% 24,850 $1.4M
Executive Wealth Management, LLC 0.13% New 24,694 $1.4M
True Wealth Design, LLC 0.36% Reduce -2.5% 24,765 $1.4M
Tidemark, LLC 0.80% Add +11146.1% 24,629 $1.4M
Evensky & Katz LLC 0.10% Reduce -1.3% 23,449 $1.4M
D'Orazio & Associates, Inc. 0.22% Add +8.1% 23,274 $1.3M
Apollon Financial, LLC 0.45% Add +36.2% 22,647 $1.3M
Clarity Capital Advisors, LLC 1.04% Add +0.6% 22,389 $1.3M
RVW Wealth, LLC 0.13% Reduce -3.5% 22,364 $1.3M
Valmark Advisers, Inc. 0.02% Add +6.3% 21,441 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Add +68.9% 21,214 $1.2M
HB Wealth Management, LLC 0.02% Add +1.1% 20,704 $1.2M
Geneos Wealth Management Inc. 0.05% Reduce -5.9% 20,343 $1.2M
Forum Financial Management, LP 0.02% Add +13.1% 20,203 $1.2M
Quarry Hill Advisors, LLC 0.86% Reduce -2.3% 20,203 $1.2M
Seaside Wealth Management, Inc. 0.48% No change 19,606 $1.1M
Evoke Wealth, LLC 0.03% New 19,175 $1.1M
Summit Wealth Partners, LLC 0.23% Add +306.4% 18,442 $1.1M
Sage Rhino Capital LLC 0.25% Reduce -1.1% 18,136 $1.1M
All Season Financial Advisors, Inc. 0.86% Add +13.2% 17,870 $1.0M
Baird Financial Group, Inc. 0.00% Add +0.8% 17,401 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Add +51.7% 17,349 $1.0M
Robertson Stephens Wealth Management, LLC 0.05% No change 17,157 $994K
Kestra Private Wealth Services, LLC 0.02% New 16,562 $960K
Wealthstream Advisors, Inc. 0.36% Add +9.1% 16,313 $946K
BCR Wealth Strategies, LLC 0.62% Reduce -5.4% 15,806 $917K
Atria Wealth Solutions, Inc. 0.01% Add +40.4% 15,659 $908K
Financial Engines Advisors L.L.C. 0.00% New 15,648 $907K
Advisory Services Network, LLC 0.02% Add +29.2% 15,438 $895K
Bayshore Asset Management, LLC 0.44% No change 15,437 $895K
Cetera Trust Company, N.A 0.54% No change 15,357 $890K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Add +136.9% 15,274 $885K
Natixis Advisors, LLC 0.00% Add +14.3% 14,897 $863K
Stratos Wealth Partners, LTD. 0.01% Add +8.1% 14,849 $861K
Lam Group, Inc. 0.70% Add +53.0% 14,750 $855K
Vannoy Advisory Group, Inc. 0.66% No change 14,590 $846K
Nwam LLC 0.07% Reduce -11.9% 13,859 $831K
Comerica Bank 0.00% Add +3.9% 14,288 $828K
Schwarz Dygos Wheeler Investment Advisors LLC 0.23% Reduce -81.8% 14,234 $825K
Equitable Holdings, Inc. 0.01% Add +53.7% 14,194 $823K
Intelligence Driven Advisers, LLC 0.12% Reduce -62.7% 14,190 $822K
FMB Wealth Management 0.65% Add +1.7% 14,121 $818K
NewEdge Advisors, LLC 0.01% Add +2629.5% 14,057 $815K
&partners 0.11% New 13,942 $808K
Hoxton Planning & Management, LLC 0.38% Reduce -0.5% 13,833 $802K
First Hawaiian Bank 0.03% New 13,810 $800K
ML & R Wealth Management LLC 0.18% Reduce -58.6% 13,768 $798K
Lincoln National Corp. 0.01% Add +94.8% 13,698 $794K
Tillman Hartley LLC 0.27% Add +0.5% 13,621 $789K
ShoreHaven Wealth Partners, LLC 0.42% Reduce -73.4% 13,019 $755K
Verdence Capital Advisors LLC 0.07% Add +28.6% 12,775 $740K
Morris Financial Concepts, Inc. 0.38% Add +0.5% 12,743 $739K
Seed Wealth Management, Inc. 0.70% Add +8.6% 12,610 $734K
Atlas Wealth LLC 0.59% Reduce -1.3% 12,532 $726K
Pathstone Holdings, LLC 0.00% Reduce -13.1% 12,465 $722K
Earned Wealth Advisors, LLC 0.26% Add +0.6% 11,746 $681K
PCG Wealth Advisors, LLC 0.31% Reduce -9.2% 11,359 $658K
Kestra Advisory Services, LLC 0.00% Add +55.3% 11,334 $657K
Mission Wealth Management, LP 0.02% New 11,218 $650K
Creative Capital Management Investments LLC 0.33% No change 11,152 $646K
Glenview Trust Co 0.01% Add +14.5% 10,803 $626K
Sensible Money, LLC 0.31% No change 10,061 $583K
Orion Capital Management LLC 0.31% Reduce -9.6% 9,880 $573K
Dixon Fnancial Services, Inc. 0.30% New 9,314 $540K
Activest Wealth Management 0.26% New 9,246 $536K
Private Capital Management LLC 0.11% Reduce -2.4% 8,897 $516K
Haverford Financial Services, Inc. 0.15% No change 8,855 $513K
North Ridge Wealth Advisors, Inc. 0.39% Add +0.5% 8,624 $500K
Ifrah Financial Services, Inc. 0.14% New 8,586 $498K
Evanson Asset Management, LLC 0.04% Add +34.0% 8,507 $493K
DBK Financial Counsel, LLC 0.52% Add +43.1% 8,505 $493K
Vanguard Group Inc. 0.00% New 8,415 $488K
MB Generational Wealth, LLC 0.38% No change 8,345 $484K
Hilltop Holdings Inc. 0.05% Add +2.5% 8,184 $474K
Summit X, LLC 0.12% Add +17.0% 8,175 $474K
Ameritas Advisory Services, LLC 0.02% New 7,876 $471K
Symphony Financial, Ltd. Co. 0.10% Add +4.7% 7,572 $439K
Old Mission Capital LLC 0.01% Reduce -98.1% 7,462 $432K
Flagstar Securities, Inc. 0.12% Add +15.0% 7,426 $430K
Abacus Planning Group, Inc. 0.08% No change 7,390 $428K
Wealthfront Advisers LLC 0.00% Reduce -0.9% 7,186 $417K
ARK & TLK Investments, LLC 0.16% Add +39.4% 7,180 $416K
Herold Advisors, Inc. 0.10% New 7,118 $413K
Cambridge Financial Group, LLC 0.19% Reduce -0.5% 7,055 $409K
Caprock Group, LLC 0.02% Reduce -0.2% 7,023 $407K
Raffa Wealth Management, LLC 0.12% No change 6,971 $404K
Nations Financial Group Inc, /Ia/ 0.03% No change 6,870 $398K
Citizens & Northern Corp. 0.13% Reduce -0.2% 6,767 $392K
Prudential Financial Inc. 0.00% Add +28.1% 6,700 $388K
Austin Asset Management Co Inc 0.08% Add +22.0% 6,575 $381K
Lakeridge Wealth Management LLC 0.25% Add +1.1% 6,524 $378K
Mutual Advisors, LLC 0.01% No change 6,448 $374K
B&D White Capital Company, LLC 0.08% Reduce -2.7% 6,291 $365K
Aprio Wealth Management, LLC 0.07% Reduce -26.6% 6,253 $362K
UMB Bank, n.a. 0.01% No change 6,250 $362K
Certuity, LLC 0.03% No change 6,208 $360K
CWA Asset Management Group, LLC 0.02% Add +2.6% 6,189 $359K
Peak Planning Group, LLC 0.22% Reduce -14.1% 6,132 $355K
Renaissance Technologies 0.00% New 6,100 $354K
Family Investment Center, Inc. 0.11% Add +6.9% 6,023 $349K
First National Bank Sioux Falls 0.18% Reduce -30.2% 5,750 $333K
USAdvisors Wealth Management, LLC 0.13% Reduce -1.3% 5,745 $332K
Lion Street Advisors, LLC 0.13% No change 5,814 $328K
Ruedi Wealth Management, Inc. 0.13% Reduce -3.5% 5,320 $308K
Eaton-Cambridge Inc. 0.16% Reduce -52.5% 5,064 $294K
PNC Financial Services Group, Inc. 0.00% Reduce -18.0% 4,998 $290K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +6.6% 4,835 $281K
Truist Financial Corp. 0.00% New 4,700 $272K
Vista Capital Partners, Inc. 0.03% Add +20.6% 4,475 $259K
Cornerstone Management, Inc. 0.06% No change 4,445 $258K
Squire Investment Management Company, LLC 0.16% No change 4,407 $255K
Busey Bank 0.01% New 4,314 $250K
Lauterbach Financial Advisors, LLC 0.16% No change 4,266 $247K
Moisand Fitzgerald Tamayo, LLC 0.04% No change 4,200 $243K
NewSquare Capital LLC 0.02% New 4,188 $243K
Willow Creek Wealth Management Inc. 0.03% No change 4,118 $239K
EverSource Wealth Advisors, LLC 0.02% Reduce -74.8% 4,011 $234K
Beacon Pointe Advisors, LLC 0.00% No change 4,027 $233K
Convergence Financial, LLC 0.09% New 3,887 $225K
Ashton Thomas Private Wealth, LLC 0.01% New 3,805 $221K
Mesirow Financial Investment Management, Inc. 0.00% New 3,738 $217K
Avion Wealth 0.06% No change 3,610 $210K
Axxcess Wealth Management, LLC 0.01% New 3,613 $209K
Collaborative Wealth Managment Inc. 0.10% Reduce -3.1% 3,565 $207K
Cozad Asset Management Inc. 0.02% New 3,500 $203K
GPS Wealth Strategies Group, LLC 0.03% Reduce -0.1% 3,045 $176K
WR Wealth Planners, LLC 0.05% New 2,928 $170K
US Bancorp \de 0.00% No change 2,838 $164K
Global Trust Asset Management, LLC 0.06% No change 2,311 $134K
Northwest Capital Management Inc 0.04% Add +2.3% 2,002 $116K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.2% 1,570 $91K
Mather Group, Llc. 0.00% New 1,576 $89K
Tanglewood Legacy Advisors, LLC 0.04% Reduce -25.7% 1,505 $87K
Morling Financial Advisors, LLC 0.05% New 1,455 $84K
Brown Brothers Harriman & Co. 0.00% New 1,435 $83K
O'shaughnessy Asset Management, LLC 0.00% New 1,346 $78K
Bessemer Group Inc. 0.00% New 1,186 $69K
Bank of Montreal 0.00% Add +57650.0% 1,155 $67K
Nemes Rush Group LLC 0.01% Add +1336.5% 1,063 $62K
Creative Financial Designs Inc. 0.01% Reduce -7.8% 964 $56K
First Horizon Advisors, Inc. 0.00% No change 954 $55K
Private Trust Co. NA 0.01% No change 850 $49K
Westside Investment Management, Inc. 0.01% No change 840 $49K
TruNorth Capital Management, LLC 0.02% — 800 $46K
WealthShield Partners, LLC 0.01% Add +60.0% 800 $46K
Clarity Asset Management, Inc. 0.03% No change 661 $38K
Blue Trust, Inc. 0.00% Reduce -11.3% 574 $33K
Principal Securities, Inc. 0.00% Add +2.8% 560 $32K
Global Retirement Partners, LLC 0.00% New 482 $28K
Harbour Investments, Inc. 0.00% New 431 $25K
FAS Wealth Partners, Inc. 0.00% Add +34.7% 388 $23K
TD Capital Management LLC 0.00% Reduce -15.4% 373 $22K
Belvedere Trading LLC 0.00% New 359 $21K
CVA Family Office, LLC 0.00% Reduce -2.8% 350 $20K
Johnson Financial Group, Inc. 0.00% New 298 $17K
Studio Investment Management LLC 0.00% New 295 $17K
Clear Point Advisors Inc. 0.01% No change 272 $16K
CoreCap Advisors, LLC 0.00% New 239 $14K
Angeles Wealth Management, LLC 0.00% New 231 $13K
Timber Creek Capital Management LLC 0.00% Reduce -45.4% 226 $13K
Arax Advisory Partners 0.00% No change 198 $11K
JFS Wealth Advisors, LLC 0.00% New 180 $10K
Parkside Financial Bank & Trust 0.00% No change 152 $9K
Carmichael Hill & Associates, Inc. 0.00% Reduce -50.2% 102 $6K
Pacifica Partners Inc. 0.00% No change 64 $4K
Bokf, NA 0.00% No change 51 $3K
Elevate Wealth Advisory, Inc. 0.00% Add +11.1% 40 $2K
NorthRock Partners, LLC 0.00% Reduce -95.3% 20 $1K
ICA Group Wealth Management, LLC 0.00% No change 19 $1K
Addison Advisors LLC 0.00% No change 9 $548
Key Financial Inc 0.00% No change 6 $348
FMR LLC 0.00% Reduce -33.3% 4 $232

"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.