Avantis Emerging Markets EqAVEMETF
13F holders, Q3 2024 (September 30)449holders +35
54new positions
18sold out
2famous investors
$64.60avg. 13F price*
At the end of Q3 2024, 449 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 35 from Q2 2024. 54 opened new positions and 18 sold out. The largest holders were Savant Capital, LLC ($994.5M), Envestnet Asset Management Inc. ($891.5M) and Morgan Stanley ($281.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $70.5M |
| Exits | 18 | $32.3M |
All 13F filers, Q2 2024 → Q3 2024: 16,655,117 shares bought and 3,989,413 shares sold, net +12,665,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 449 holders
| Savant Capital, LLC | 8.26% | Add +8.6% | 15,394,830 | $994.5M |
| Envestnet Asset Management Inc. | 0.29% | Add +69.1% | 13,800,033 | $891.5M |
| Morgan Stanley | 0.02% | Add +40.6% | 4,355,970 | $281.4M |
| Annex Advisory Services, LLC | 5.25% | Add +13.8% | 2,539,099 | $164.0M |
| Haverford Trust Co | 1.42% | Add +0.6% | 2,248,631 | $145.3M |
| Cerity Partners LLC | 0.31% | Add +31.1% | 2,134,443 | $137.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +32.3% | 1,878,117 | $121.3M |
| HighTower Advisors, LLC | 0.17% | Add +0.3% | 1,759,332 | $113.6M |
| Pure Financial Advisors, LLC | 2.32% | Reduce -1.1% | 1,496,240 | $96.7M |
| Wells Fargo & Company | 0.02% | Add +3.5% | 1,471,960 | $95.1M |
| Jane Street Group, LLC | 0.15% | Add +380.2% | 1,421,298 | $91.8M |
| American Century Companies Inc. | 0.05% | Reduce -10.3% | 1,391,511 | $89.9M |
| CW Advisors, LLC | 1.14% | Reduce -0.0% | 1,321,633 | $85.4M |
| Creative Planning | 0.08% | Reduce -3.9% | 1,254,058 | $81.0M |
| LPL Financial LLC | 0.04% | Add +12.1% | 1,217,799 | $78.7M |
| Oak Root LLC | 9.53% | Reduce -1.6% | 1,168,841 | $75.5M |
| WMS Partners, LLC | 3.78% | Add +5.5% | 1,044,766 | $67.5M |
| Neuberger Berman Group LLC | 0.05% | Add +17.4% | 972,249 | $62.8M |
| MML Investors Services, LLC | 0.22% | Add +270.3% | 941,220 | $60.8M |
| Corient Private Wealth LP | 0.09% | Reduce -0.3% | 890,673 | $57.5M |
| Adero Partners, LLC | 3.81% | Add +3.1% | 889,348 | $57.5M |
| Summit Financial Strategies, Inc. | 5.87% | Add +3.8% | 806,659 | $52.1M |
| Great Valley Advisor Group, Inc. | 0.99% | Add +18.6% | 621,378 | $40.1M |
| Bank of America Corp. | 0.00% | Add +15.3% | 581,822 | $37.6M |
| Atwood & Palmer Inc. | 2.54% | Add +4.3% | 577,708 | $37.3M |
| Gradient Investments LLC | 0.76% | Add +2.0% | 565,666 | $36.5M |
| HUB Investment Partners, LLC | 1.57% | Add +8.9% | 556,954 | $36.0M |
| Foster & Motley Inc. | 2.28% | Add +1.2% | 555,907 | $35.9M |
| UBS Group AG | 0.01% | Add +32.0% | 549,999 | $35.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1038.6% | 545,875 | $35.3M |
| Tarbox Family Office, Inc. | 5.71% | Add +1.5% | 539,364 | $34.8M |
| Beaird Harris Wealth Management, LLC | 3.03% | Reduce -1.3% | 536,683 | $34.7M |
| Bank of Montreal | 0.02% | Add +26155500.0% | 523,112 | $34.3M |
| Waddell & Associates, LLC | 3.90% | Add +3.7% | 496,682 | $32.1M |
| Orion Porfolio Solutions, LLC | 0.31% | Reduce -7.3% | 487,564 | $31.5M |
| Orion Portfolio Solutions, LLC | 0.31% | Reduce -7.3% | 487,564 | $31.5M |
| Larson Financial Group LLC | 1.74% | Reduce -9.4% | 473,323 | $30.6M |
| West Paces Advisors Inc. | 7.19% | Add +3.4% | 454,677 | $29.4M |
| Waypoint Wealth Partners Inc. | 7.68% | Add +1.3% | 447,624 | $28.9M |
| Arlington Financial Advisors, LLC | 5.47% | Add +1.8% | 412,213 | $26.6M |
| Rockwood Wealth Management, LLC | 2.84% | Reduce -2.0% | 399,943 | $25.8M |
| Versant Capital Management, Inc | 5.81% | Add +11.5% | 394,208 | $25.5M |
| Avantax Planning Partners, Inc. | 0.91% | Add +5.1% | 391,556 | $25.3M |
| Correct Capital Wealth Management | 5.57% | Add +2.1% | 389,707 | $25.2M |
| Morton Brown Family Wealth, LLC | 8.94% | Add +5.3% | 389,572 | $25.2M |
| Jones Financial Companies LLLP | 0.03% | Add +104.4% | 384,026 | $25.2M |
| Truepoint, Inc. | 0.67% | Reduce -1.6% | 388,608 | $25.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +41.6% | 367,210 | $23.7M |
| Greenup Street Wealth Management LLC | 4.87% | Reduce -4.3% | 365,089 | $23.6M |
| Apollon Wealth Management, LLC | 0.65% | Add +3.5% | 356,533 | $23.0M |
| Ritter Daniher Financial Advisory LLC / DE | 6.66% | Add +1.5% | 354,496 | $22.9M |
| Cannon Financial Strategists, Inc. | 3.81% | Add +1.5% | 337,157 | $21.8M |
| PrairieView Partners, LLC | 2.26% | Add +3.7% | 336,543 | $21.7M |
| Cresset Asset Management, LLC | 0.08% | Add +18.9% | 332,676 | $21.5M |
| Focus Partners Wealth | 0.07% | New | 330,913 | $21.4M |
| High Probability Advisors, LLC | 3.57% | Reduce -1.9% | 324,236 | $20.9M |
| Diversified Portfolios, Inc. | 2.13% | Add +16.5% | 316,120 | $20.4M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Add +8.8% | 302,941 | $19.6M |
| Venturi Wealth Management, LLC | 1.00% | Add +3.4% | 296,572 | $19.2M |
| Fifth Third Bancorp | 0.07% | Add +7.9% | 290,983 | $18.8M |
| Park Avenue Securities LLC | 0.21% | Add +27.1% | 289,526 | $18.7M |
| Quantum Financial Advisors, LLC | 2.88% | Add +7.7% | 284,553 | $18.4M |
| WJ Interests, LLC | 8.07% | Add +4.1% | 283,199 | $18.3M |
| TCI Wealth Advisors, Inc. | 1.46% | Reduce -0.4% | 267,806 | $17.3M |
| SC&H Financial Advisors, Inc. | 3.75% | Add +5.0% | 265,430 | $17.1M |
| Royal Bank of Canada | 0.00% | Reduce -23.2% | 264,777 | $17.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.7% | 261,125 | $16.9M |
| Executive Wealth Management, LLC | 1.31% | New | 258,732 | $16.7M |
| Old Mission Capital LLC | 0.36% | Add +100.3% | 255,722 | $16.5M |
| JRM Investment Counsel, LLC | 6.02% | Reduce -2.6% | 254,273 | $16.4M |
| Trilogy Capital Inc. | 0.80% | Add +4.5% | 245,658 | $15.9M |
| Mission Wealth Management, LP | 0.38% | Add +47.0% | 236,643 | $15.3M |
| Waypoint Capital Advisors, LLC | 3.15% | Reduce -16.9% | 229,134 | $14.8M |
| Concord Wealth Partners | 2.43% | Add +0.3% | 225,477 | $14.6M |
| Websterrogers Financial Advisors, LLC | 4.89% | Reduce -2.8% | 216,305 | $14.0M |
| Concord Asset Management, LLC | 3.09% | Add +3.1% | 211,823 | $13.7M |
| Plancorp, LLC | 0.55% | Reduce -0.2% | 208,982 | $13.5M |
| Private Advisor Group, LLC | 0.08% | Add +417.7% | 201,308 | $13.0M |
| OneDigital Investment Advisors LLC | 0.15% | Add +1.7% | 200,324 | $12.9M |
| CGN Advisors LLC | 1.30% | Add +8.4% | 200,299 | $12.9M |
| Berger Financial Group, Inc | 0.93% | Reduce -3.4% | 200,296 | $12.9M |
| BSW Wealth Partners | 1.91% | Add +3.3% | 197,384 | $12.8M |
| Amplius Wealth Advisors, LLC | 1.38% | Reduce -10.8% | 195,277 | $12.6M |
| Dynamic Advisor Solutions LLC | 0.38% | Add +7.4% | 194,423 | $12.6M |
| Burton Enright Welch | 2.67% | Add +1.5% | 192,827 | $12.5M |
| Raymond James & Associates | 0.01% | Add +123.1% | 190,732 | $12.3M |
| Fort Vancouver Investment Management, LLC | 10.51% | Reduce -1.4% | 188,434 | $12.2M |
| Opus Capital Group, LLC | 1.50% | Add +7.1% | 185,958 | $12.0M |
| Waverly Advisors, LLC | 0.22% | Reduce -5.4% | 182,773 | $11.8M |
| Cardiff Park Advisors, LLC | 1.06% | Add +2.3% | 181,045 | $11.7M |
| ERn Financial, LLC | 1.74% | Add +4.6% | 177,320 | $11.5M |
| REAP Financial Group, LLC | 2.76% | Add +12.3% | 174,190 | $11.3M |
| Aire Advisors, LLC | 2.42% | Reduce -2.0% | 169,608 | $11.0M |
| GeoWealth Management, LLC | 0.38% | Add +83.8% | 167,868 | $10.8M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -6.3% | 164,262 | $10.6M |
| Allen Capital Group, LLC | 1.34% | Add +4.6% | 163,713 | $10.6M |
| Cwm, LLC | 0.05% | Add +12.3% | 162,800 | $10.5M |
| Simplicity Wealth,LLC | 0.96% | Add +892.2% | 159,572 | $10.3M |
| Werba Rubin Papier Wealth Management | 2.42% | Add +7.6% | 159,468 | $10.3M |
| Hill Investment Group Partners, LLC | 1.43% | Add +4.6% | 167,849 | $10.3M |
| Destiny Wealth Partners, LLC | 1.80% | Add +0.1% | 158,556 | $10.2M |
| Annapolis Financial Services, LLC | 2.91% | Add +12.8% | 152,317 | $9.8M |
| Northwest Wealth Management, LLC | 2.26% | Add +2.1% | 150,269 | $9.7M |
| Kavar Capital Partners Group, LLC | 1.47% | Add +2.9% | 144,177 | $9.3M |
| Fonville Wealth Management LLC | 3.21% | Add +5.0% | 143,684 | $9.3M |
| Valued Wealth Advisors LLC | 5.90% | Reduce -4.3% | 140,831 | $9.1M |
| Visionary Horizons, LLC | 6.07% | Add +3.4% | 140,451 | $9.1M |
| Merriman Wealth Management, LLC | 0.36% | Add +26.2% | 138,959 | $9.0M |
| Signet Financial Management, LLC | 1.12% | Add +0.9% | 136,438 | $8.8M |
| Grand Wealth Management, LLC | 4.96% | Add +5.5% | 136,176 | $8.8M |
| CreativeOne Wealth, LLC | 0.29% | Add +40.2% | 133,716 | $8.6M |
| WealthPLAN Partners, LLC | 1.13% | Reduce -6.5% | 130,027 | $8.4M |
| Fragasso Financial Advisors Inc | 0.64% | Add +5.7% | 129,774 | $8.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.2% | 129,745 | $8.4M |
| Shotwell Rutter Baer Inc | 6.87% | Add +2.6% | 127,102 | $8.4M |
| Libra Wealth LLC | 3.30% | Add +6.3% | 127,861 | $8.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +58.7% | 127,332 | $8.2M |
| SJS Investment Consulting Inc. | 1.43% | Add +13.6% | 125,657 | $8.1M |
| Citadel Advisors | 0.01% | New | 125,446 | $8.1M |
| Passive Capital Management, LLC. | 2.80% | Add +0.1% | 124,306 | $8.0M |
| Total Wealth Planning, LLC | 1.24% | Reduce -4.2% | 122,569 | $7.9M |
| Merit Financial Group, LLC | 0.18% | Reduce -11.4% | 121,724 | $7.9M |
| Henrickson Nauta Wealth Advisors, Inc. | 3.06% | Reduce -1.1% | 119,485 | $7.7M |
| Prosperity Planning, Inc. | 3.43% | Add +4.3% | 119,202 | $7.7M |
| Flagstone Financial Management | 2.43% | Reduce -5.8% | 112,018 | $7.2M |
| Team Hewins, LLC | 2.72% | Reduce -3.5% | 110,153 | $7.1M |
| Kelman-Lazarov, Inc. | 1.22% | Add +0.9% | 110,072 | $7.1M |
| Capasso Planning Partners LLC | 2.07% | Add +5.0% | 108,825 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +16.2% | 107,123 | $6.9M |
| Mariner, LLC | 0.01% | Add +31.5% | 106,497 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +78.0% | 101,976 | $6.6M |
| WealthPlan Investment Management, LLC | 0.66% | Add +18.6% | 101,602 | $6.6M |
| Bridgewater Advisors Inc. | 0.68% | Add +0.2% | 102,624 | $6.5M |
| JNBA Financial Advisors | 0.65% | Reduce -32.9% | 99,235 | $6.4M |
| Wealth Management Partners, LLC | 2.97% | Add +6.4% | 99,098 | $6.4M |
| WMG Financial Advisors, LLC | 2.85% | Add +8.3% | 97,714 | $6.3M |
| Certified Advisory Corp | 0.68% | Add +11.3% | 95,333 | $6.2M |
| Acima Private Wealth, LLC | 2.05% | Add +1.5% | 94,773 | $6.1M |
| Highland Financial Advisors, LLC | 2.17% | Add +1.2% | 94,442 | $6.1M |
| WCG Wealth Advisors LLC | 0.41% | Add +2.6% | 93,818 | $6.1M |
| Red Lighthouse Investment Management, LLC | 2.33% | Add +2.6% | 92,277 | $6.0M |
| Cypress Point Wealth Management, LLC | 2.32% | Add +38.7% | 91,505 | $5.9M |
| Tortoise Investment Management, LLC | 0.62% | Add +9.2% | 91,356 | $5.9M |
| Financial Futures Ltd Liability Co. | 3.34% | Add +9.1% | 90,203 | $5.8M |
| Collective Family Office LLC | 1.58% | Add +9.1% | 90,099 | $5.8M |
| Awm Capital, LLC | 0.70% | Reduce -2.1% | 90,052 | $5.8M |
| Landmark Wealth Management, Inc. | 2.88% | Add +8.9% | 89,584 | $5.8M |
| Echo Wealth Management, LLC | 4.01% | Reduce -2.2% | 89,324 | $5.7M |
| McLean Asset Management Corp | 1.60% | Reduce -8.2% | 80,580 | $5.3M |
| Pacific Life Fund Advisors LLC | 0.51% | Reduce -1.1% | 80,339 | $5.2M |
| Trellis Wealth Advisors LLC | 2.50% | Add +1.5% | 77,432 | $5.0M |
| Tidemark, LLC | 2.05% | Add +53.5% | 77,372 | $5.0M |
| Chicago Partners Investment Group LLC | 0.18% | Add +1.6% | 78,219 | $5.0M |
| First Hawaiian Bank | 0.16% | Add +14.8% | 76,165 | $4.9M |
| Great Point Wealth Advisors, LLC | 0.99% | Reduce -1.8% | 71,533 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +525.0% | 71,034 | $4.6M |
| Arq Wealth Advisors, LLC | 1.71% | Add +2.0% | 73,391 | $4.5M |
| Farther Finance Advisors, LLC | 0.17% | Add +40.9% | 69,473 | $4.5M |
| EnRich Financial Partners LLC | 1.50% | Add +2.6% | 69,278 | $4.5M |
| Cherry Tree Wealth Management, LLC | 1.03% | Add +3.5% | 67,578 | $4.4M |
| Annandale Capital, LLC | 0.86% | Add +5.3% | 66,242 | $4.3M |
| Apella Capital, LLC | 0.18% | Reduce -15.8% | 64,488 | $4.3M |
| Objectivity Squared, LLC | 2.94% | Add +3.7% | 63,897 | $4.2M |
| ORBA Wealth Advisors, L.L.C. | 2.13% | Add +0.6% | 65,221 | $4.2M |
| IAG Wealth Partners, LLC | 0.76% | Add +4.2% | 63,895 | $4.1M |
| Elevation Wealth Partners, LLC | 1.75% | Add +1.6% | 63,014 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +8.3% | 62,708 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -76.0% | 62,054 | $4.0M |
| Level Financial Advisors | 1.51% | Add +5.9% | 61,067 | $3.9M |
| Carlson Capital Management | 0.17% | Reduce -10.0% | 60,676 | $3.9M |
| LexAurum Advisors, LLC | 0.86% | Add +7.5% | 60,157 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | New | 59,940 | $3.9M |
| WorthPointe, LLC | 1.59% | Add +3.8% | 58,335 | $3.8M |
| REDW Wealth LLC | 0.95% | Reduce -8.9% | 57,442 | $3.7M |
| Financial Symmetry Inc | 2.51% | Add +1.4% | 55,647 | $3.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 55,410 | $3.6M |
| Collaborative Wealth Managment Inc. | 1.59% | Add +1404.2% | 54,302 | $3.5M |
| Peak Asset Management, LLC | 0.66% | Add +2.0% | 53,952 | $3.5M |
| Apeiron RIA LLC | 0.97% | Reduce -0.7% | 52,426 | $3.4M |
| Sterneck Capital Management, LLC | 1.81% | Add +17.6% | 51,648 | $3.3M |
| Waterfront Wealth Inc. | 0.81% | Add +1.8% | 52,043 | $3.3M |
| Kings Path Partners LLC | 1.38% | Add +3.0% | 50,816 | $3.3M |
| Disciplina Capital Management LLC | 0.52% | Reduce -1.8% | 49,907 | $3.2M |
| CoreFirst Bank & Trust | 1.86% | Reduce -2.1% | 49,801 | $3.2M |
| Strategic Blueprint, LLC | 0.20% | Add +1.6% | 49,741 | $3.2M |
| IHT Wealth Management, LLC | 0.09% | Add +1.4% | 49,452 | $3.2M |
| Physician Wealth Solutions Inc. | 1.58% | Add +12.2% | 50,460 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.31% | New | 48,921 | $3.2M |
| SOL Capital Management CO | 0.35% | Reduce -2.8% | 48,503 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.2% | 48,419 | $3.1M |
| HTG Investment Advisors, Inc. | 1.47% | Add +6.8% | 48,150 | $3.1M |
| Dopkins Wealth Management, LLC | 2.49% | Reduce -36.1% | 47,720 | $3.1M |
| Wedmont Private Capital | 0.17% | No change | 46,292 | $3.1M |
| Brown Financial Advisory | 2.13% | Reduce -5.3% | 46,691 | $3.0M |
| Signature Resources Capital Management, LLC | 2.73% | Reduce -12.7% | 46,285 | $3.0M |
| Gateway Wealth Partners, LLC | 0.79% | Add +2.1% | 44,600 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.9% | 43,232 | $2.8M |
| WealthCollab, LLC | 1.82% | Add +3.6% | 42,695 | $2.8M |
| Flow Traders U.S. LLC | 0.14% | Add +12.3% | 41,625 | $2.7M |
| Summit Wealth Partners, LLC | 0.51% | Add +22.9% | 40,909 | $2.6M |
| &partners | 0.05% | Add +170.2% | 40,905 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -57.6% | 40,887 | $2.6M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -3.1% | 40,769 | $2.6M |
| Ieq Capital, LLC | 0.03% | Add +62.3% | 40,325 | $2.6M |
| Shore Point Advisors, LLC | 1.39% | Add +0.2% | 40,146 | $2.6M |
| Strategic Financial Concepts, LLC | 0.81% | Reduce -98.2% | 39,521 | $2.6M |
| IFP Advisors, Inc | 0.09% | Add +11.7% | 38,127 | $2.5M |
| BWM Planning, LLC | 1.08% | — | 37,655 | $2.4M |
| Equita Financial Network, Inc. | 0.88% | Reduce -15.5% | 37,195 | $2.4M |
| Mraz, Amerine & Associates, Inc. | 0.42% | Add +5.0% | 36,279 | $2.3M |
| Brown Financial Advisors | 0.93% | Add +5.9% | 35,037 | $2.3M |
| CAP Partners, LLC | 1.66% | Add +5.3% | 34,319 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +52.6% | 34,037 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +4.0% | 34,035 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.42% | Add +0.5% | 33,460 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +330.2% | 33,367 | $2.2M |
| Armbruster Capital Management, Inc. | 0.42% | Reduce -29.4% | 32,858 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +6.2% | 32,697 | $2.1M |
| IMA Advisory Services, Inc. | 0.46% | Add +20.3% | 32,341 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.57% | Reduce -3.8% | 31,821 | $2.1M |
| B&D White Capital Company, LLC | 0.35% | Add +421.3% | 31,635 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +56.4% | 31,181 | $2.0M |
| Stone Summit Wealth LLC | 0.65% | New | 31,082 | $2.0M |
| BlackDiamond Wealth Management, LLC | 1.19% | New | 32,385 | $2.0M |
| Fortress Wealth Management, Inc. | 0.98% | Reduce -61.9% | 30,349 | $2.0M |
| Sagace Wealth Management LLC | 1.51% | Add +24.0% | 30,185 | $2.0M |
| Private Wealth Management Group, LLC | 0.77% | Reduce -3.1% | 30,145 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +23.2% | 30,142 | $1.9M |
| Sprinkle Financial Consultants LLC | 1.37% | Add +0.1% | 29,684 | $1.9M |
| Allworth Financial LP | 0.01% | Add +0.3% | 29,597 | $1.9M |
| Grove Bank & Trust | 0.28% | Add +1.4% | 28,930 | $1.9M |
| Advisory Services Network, LLC | 0.04% | No change | 30,370 | $1.9M |
| Transcendent Capital Group LLC | 0.94% | Reduce -29.2% | 28,346 | $1.8M |
| TFB Advisors LLC | 0.53% | Reduce -0.1% | 27,524 | $1.8M |
| Plum Street Advisors, LLC | 0.88% | Add +0.4% | 26,937 | $1.7M |
| Dogwood Wealth Management LLC | 1.00% | Reduce -37.8% | 26,937 | $1.7M |
| Asset Dedication, LLC | 0.11% | Reduce -0.1% | 26,295 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.81% | Reduce -8.7% | 25,845 | $1.7M |
| Good Life Advisors, LLC | 0.10% | Add +5.5% | 25,467 | $1.6M |
| D'Orazio & Associates, Inc. | 0.23% | Reduce -0.2% | 25,219 | $1.6M |
| SpiderRock Advisors, LLC | 0.03% | Reduce -14.0% | 25,143 | $1.6M |
| Comerica Bank | 0.01% | Add +72.4% | 25,070 | $1.6M |
| Apollon Financial, LLC | 0.45% | Add +1.2% | 23,560 | $1.5M |
| Evensky & Katz LLC | 0.10% | No change | 23,488 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.09% | New | 22,532 | $1.5M |
| Ariadne Wealth Management, LP | 0.77% | Add +17.3% | 21,961 | $1.4M |
| Leading Edge Financial Planning LLC | 0.47% | Add +4.8% | 21,831 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +41.4% | 21,785 | $1.4M |
| All Season Financial Advisors, Inc. | 1.20% | Add +8.8% | 21,768 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 21,435 | $1.4M |
| Clarity Capital Advisors, LLC | 0.97% | Reduce -7.8% | 20,928 | $1.4M |
| RVW Wealth, LLC | 0.13% | Reduce -2.5% | 20,885 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.9% | 20,857 | $1.3M |
| HB Wealth Management, LLC | 0.01% | No change | 20,601 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.9% | 20,473 | $1.3M |
| Seaside Wealth Management, Inc. | 0.50% | Reduce -3.7% | 20,426 | $1.3M |
| Lam Group, Inc. | 0.93% | Add +47.8% | 20,425 | $1.3M |
| Quarry Hill Advisors, LLC | 0.88% | No change | 20,326 | $1.3M |
| Breakwater Capital Group | 0.26% | Add +63.8% | 20,301 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.7% | 19,505 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +23.2% | 18,852 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +12.6% | 18,846 | $1.2M |
| Paladin Wealth, LLC | 1.06% | — | 18,720 | $1.2M |
| Signal Advisors Wealth, LLC | 0.17% | New | 18,697 | $1.2M |
| Convergence Financial, LLC | 0.25% | Add +42.0% | 18,377 | $1.2M |
| Evoke Wealth, LLC | 0.03% | New | 18,236 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.5% | 18,095 | $1.2M |
| Mattson Financial Services, LLC | 0.41% | Reduce -0.5% | 18,793 | $1.1M |
| Forum Financial Management, LP | 0.02% | Add +25.7% | 17,098 | $1.1M |
| Sage Rhino Capital LLC | 0.24% | Reduce -3.0% | 17,086 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +1337.2% | 17,045 | $1.1M |
| Wealthstream Advisors, Inc. | 0.19% | Add +0.5% | 16,581 | $1.1M |
| BCR Wealth Strategies, LLC | 0.47% | Reduce -1.7% | 15,438 | $997K |
| Cetera Trust Company, N.A | 0.61% | No change | 15,357 | $992K |
| Bayshore Asset Management, LLC | 0.44% | Reduce -0.9% | 15,293 | $988K |
| NewEdge Advisors, LLC | 0.01% | Reduce -49.1% | 15,112 | $976K |
| Nwam LLC | 0.06% | New | 14,762 | $954K |
| Prudential Financial Inc. | 0.00% | Add +17.3% | 14,634 | $945K |
| Vannoy Advisory Group, Inc. | 0.69% | No change | 14,590 | $943K |
| Fifth Third Wealth Advisors LLC | 0.06% | New | 14,408 | $931K |
| Verdence Capital Advisors LLC | 0.07% | No change | 14,000 | $904K |
| Stewardship Advisors, LLC | 0.25% | Reduce -33.2% | 13,972 | $903K |
| Hoxton Planning & Management, LLC | 0.35% | No change | 13,833 | $894K |
| Tillman Hartley LLC | 0.26% | Reduce -0.1% | 13,802 | $892K |
| FMB Wealth Management | 0.50% | No change | 13,764 | $889K |
| Thrivent Financial for Lutherans | 0.00% | New | 13,677 | $884K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.22% | Add +0.4% | 13,593 | $878K |
| Earned Wealth Advisors, LLC | 0.27% | Add +11.5% | 13,506 | $872K |
| Capital Analysts, LLC | 0.04% | Add +6.3% | 13,305 | $860K |
| Flputnam Investment Management Co. | 0.01% | No change | 12,943 | $836K |
| AQR Capital Management | 0.00% | Add +153.7% | 12,837 | $829K |
| Morris Financial Concepts, Inc. | 0.35% | Add +0.3% | 12,468 | $805K |
| Betterment LLC | 0.00% | Add +95.9% | 12,409 | $802K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -19.2% | 12,365 | $799K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.9% | 12,281 | $793K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -74.8% | 12,144 | $784K |
| Global Retirement Partners, LLC | 0.02% | Add +124.2% | 11,972 | $773K |
| Creative Capital Management Investments LLC | 0.32% | No change | 11,852 | $766K |
| PCG Wealth Advisors, LLC | 0.29% | Add +0.7% | 11,700 | $756K |
| Herold Advisors, Inc. | 0.16% | Add +5.4% | 11,507 | $743K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +11.0% | 11,431 | $738K |
| Seed Wealth Management, Inc. | 0.58% | Reduce -11.1% | 11,210 | $724K |
| Caprock Group, LLC | 0.03% | Add +47.4% | 11,175 | $722K |
| Cozad Asset Management Inc. | 0.07% | Add +49.8% | 11,070 | $715K |
| Glenview Trust Co | 0.01% | Add +0.5% | 10,860 | $702K |
| Dentgroup LLC | 0.52% | New | 10,835 | $700K |
| Telos Capital Management, Inc. | 0.07% | Reduce -1.0% | 10,695 | $691K |
| Lakeridge Wealth Management LLC | 0.37% | Add +34.7% | 10,473 | $677K |
| Activest Wealth Management | 0.21% | Add +0.4% | 10,415 | $673K |
| Atlas Wealth LLC | 0.42% | Reduce -8.4% | 10,192 | $658K |
| DBK Financial Counsel, LLC | 0.66% | Add +3.0% | 10,178 | $657K |
| Cornerstone Capital, Inc. | 0.06% | Add +190.8% | 10,081 | $651K |
| Sensible Money, LLC | 0.28% | No change | 10,062 | $650K |
| Orion Capital Management LLC | 0.31% | Add +2.1% | 10,007 | $646K |
| MB Generational Wealth, LLC | 0.46% | Add +19.8% | 9,995 | $646K |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +101.4% | 9,780 | $635K |
| Summit X, LLC | 0.15% | Reduce -19.0% | 10,365 | $633K |
| Motco | 0.06% | Add +174.9% | 9,436 | $610K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -12.9% | 9,377 | $608K |
| Symphony Financial, Ltd. Co. | 0.10% | Reduce -0.4% | 9,221 | $604K |
| Dixon Fnancial Services, Inc. | 0.32% | No change | 9,314 | $602K |
| ARK & TLK Investments, LLC | 0.21% | Add +20.8% | 9,277 | $599K |
| Hardin Capital Partners, LLC | 0.34% | Add +31.7% | 9,222 | $596K |
| Haverford Financial Services, Inc. | 0.16% | No change | 8,855 | $572K |
| World Investment Advisors | 0.02% | Add +12.2% | 8,753 | $565K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +9.0% | 8,750 | $565K |
| Evanson Asset Management, LLC | 0.04% | No change | 8,587 | $555K |
| Vanguard Group Inc. | 0.00% | No change | 8,302 | $536K |
| North Ridge Wealth Advisors, Inc. | 0.36% | No change | 8,100 | $523K |
| Flagstar Securities, Inc. | 0.13% | Add +7.7% | 8,072 | $521K |
| Lion Street Advisors, LLC | 0.18% | Add +5.1% | 7,996 | $517K |
| Brookstone Capital Management | 0.01% | New | 7,593 | $491K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 7,413 | $479K |
| Private Capital Management LLC | 0.09% | No change | 7,402 | $478K |
| Citizens & Northern Corp. | 0.14% | Add +21.1% | 7,296 | $471K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -42.6% | 7,272 | $470K |
| Abacus Planning Group, Inc. | 0.08% | No change | 7,261 | $469K |
| Trademark Financial Management, LLC | 0.36% | Reduce -22.9% | 7,056 | $456K |
| Family Investment Center, Inc. | 0.11% | Reduce -1.1% | 6,998 | $452K |
| Cambridge Financial Group, LLC | 0.19% | Reduce -1.0% | 6,982 | $451K |
| Aptus Capital Advisors, LLC | 0.01% | New | 6,949 | $449K |
| Raffa Wealth Management, LLC | 0.11% | Reduce -0.8% | 6,944 | $449K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.6% | 6,844 | $442K |
| Austin Asset Management Co Inc | 0.09% | Add +0.2% | 6,626 | $428K |
| Greenspring Advisors, LLC | 0.09% | Add +90.9% | 6,512 | $421K |
| USAdvisors Wealth Management, LLC | 0.14% | Add +7.0% | 6,184 | $405K |
| Fort Point Capital Partners LLC | 0.05% | New | 6,266 | $405K |
| Mutual Advisors, LLC | 0.01% | Reduce -59.2% | 6,374 | $404K |
| UMB Bank, n.a. | 0.01% | Reduce -0.8% | 6,250 | $404K |
| Aprio Wealth Management, LLC | 0.06% | No change | 6,143 | $397K |
| CWA Asset Management Group, LLC | 0.02% | — | 5,979 | $386K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +29.6% | 5,909 | $382K |
| Lauterbach Financial Advisors, LLC | 0.23% | No change | 5,813 | $376K |
| Truist Financial Corp. | 0.00% | Add +25.5% | 5,501 | $355K |
| Peak Planning Group, LLC | 0.15% | Reduce -5.9% | 5,424 | $350K |
| Ruedi Wealth Management, Inc. | 0.12% | Add +0.2% | 5,332 | $344K |
| NewSquare Capital LLC | 0.03% | New | 5,129 | $331K |
| First Trust Direct Indexing L.P. | 0.02% | New | 5,129 | $331K |
| Eaton-Cambridge Inc. | 0.15% | Reduce -0.3% | 5,001 | $323K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +19.3% | 4,914 | $317K |
| Chris Bulman Inc | 0.20% | New | 4,605 | $297K |
| Diversify Wealth Management, LLC | 0.03% | New | 4,529 | $288K |
| Cornerstone Management, Inc. | 0.06% | Reduce -4.8% | 4,454 | $288K |
| Squire Investment Management Company, LLC | 0.14% | Reduce -0.3% | 4,396 | $284K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.5% | 4,279 | $276K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -50.0% | 4,260 | $275K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 4,200 | $271K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 3,898 | $252K |
| FineMark National Bank & Trust | 0.01% | New | 3,828 | $247K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 3,738 | $241K |
| Mainsail Asset Management, LLC | 0.18% | New | 3,713 | $240K |
| Angeles Wealth Management, LLC | 0.02% | Add +1479.2% | 3,648 | $236K |
| Avion Wealth | 0.06% | No change | 3,610 | $233K |
| Atlas Brown,Inc. | 0.08% | Add +3.5% | 3,603 | $233K |
| First National Bank Sioux Falls | 0.10% | Reduce -39.1% | 3,500 | $226K |
| Captrust Financial Advisors | 0.00% | New | 3,463 | $224K |
| Aveo Capital Partners, LLC | 0.02% | New | 3,375 | $218K |
| Parcion Private Wealth LLC | 0.02% | New | 3,259 | $211K |
| Farmers & Merchants Investments Inc. | 0.01% | New | 3,250 | $210K |
| Porter White Investment Advisors, Inc. | 0.10% | New | 3,186 | $206K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,175 | $205K |
| Index Fund Advisors, Inc. | 0.01% | New | 3,112 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 3,067 | $198K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,058 | $198K |
| Silver Oak Securities, Incorporated | 0.02% | Add +14.3% | 3,012 | $197K |
| Claris Advisors, LLC / Mo / | 0.08% | New | 2,944 | $190K |
| WR Wealth Planners, LLC | 0.05% | No change | 2,917 | $188K |
| US Bancorp \de | 0.00% | No change | 2,518 | $163K |
| Global Trust Asset Management, LLC | 0.06% | No change | 2,311 | $149K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,231 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.1% | 2,082 | $134K |
| FMR LLC | 0.00% | Add +223.6% | 2,016 | $130K |
| Northwest Capital Management Inc | 0.04% | No change | 1,764 | $114K |
| Private Trust Co. NA | 0.01% | No change | 1,750 | $113K |
| CoreCap Advisors, LLC | 0.00% | New | 1,528 | $99K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,505 | $97K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,473 | $95K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,418 | $92K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,337 | $88K |
| TFC Financial Management, Inc. | 0.01% | New | 1,327 | $86K |
| Brown, Lisle/Cummings, Inc. | 0.02% | New | 1,266 | $82K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,038 | $67K |
| Mather Group, Llc. | 0.00% | Reduce -38.3% | 972 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.8% | 963 | $62K |
| Nemes Rush Group LLC | 0.01% | Reduce -40.5% | 1,063 | $62K |
| Quadrant Capital Group LLC | 0.00% | New | 851 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 840 | $54K |
| TruNorth Capital Management, LLC | 0.02% | No change | 800 | $52K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $52K |
| City State Bank | 0.02% | New | 699 | $45K |
| Anfield Capital Management, LLC | 0.02% | New | 628 | $41K |
| Blue Trust, Inc. | 0.00% | Add +15.3% | 662 | $40K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -3.4% | 617 | $40K |
| Northwest Investment Counselors, LLC | 0.01% | New | 571 | $37K |
| CVA Family Office, LLC | 0.01% | Add +0.7% | 563 | $36K |
| CNB Bank | 0.01% | No change | 477 | $31K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 430 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -64.5% | 410 | $26K |
| TD Capital Management LLC | 0.00% | No change | 376 | $24K |
| Bfsg, LLC | 0.00% | New | 369 | $24K |
| Beacon Capital Management, LLC | 0.00% | New | 344 | $22K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 289 | $19K |
| Clear Point Advisors Inc. | 0.01% | No change | 272 | $18K |
| Aspire Private Capital, LLC | 0.00% | Add +560.6% | 218 | $14K |
| Investors Research Corp | 0.00% | New | 200 | $13K |
| Arax Advisory Partners | 0.00% | No change | 198 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 179 | $12K |
| Oarsman Capital, Inc. | 0.00% | New | 171 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -63.9% | 169 | $11K |
| Operose Advisors LLC | 0.00% | No change | 155 | $10K |
| Lanark Financial, Inc. | 0.00% | New | 148 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 128 | $8K |
| Principal Securities, Inc. | 0.00% | Reduce -87.4% | 125 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 123 | $8K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 103 | $7K |
| Fortitude Family Office, LLC | 0.00% | New | 86 | $6K |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 83 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 79 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 64 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +7.1% | 45 | $3K |
| ORG Partners LLC | 0.00% | New | 44 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 24 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 19 | $1K |
| American Capital Advisory, LLC | 0.00% | No change | 15 | $969 |
| Copley Financial Group, Inc. | 0.00% | — | 14 | $904 |
| Addison Advisors LLC | 0.00% | No change | 10 | $616 |
| Key Financial Inc | 0.00% | No change | 6 | $388 |
| Continuum Advisory, LLC | 0.00% | New | 5 | $302 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.