Avantis Emerging Markets EqAVEMETF
13F holders, Q4 2024 (December 31)514holders +65
49new positions
26sold out
3famous investors
$58.80avg. 13F price*
At the end of Q4 2024, 514 institutions reported holding Avantis Emerging Markets Eq (AVEM) in their 13F filings, up 65 from Q3 2024. 49 opened new positions and 26 sold out. The largest holders were Savant Capital, LLC ($974.0M), Envestnet Asset Management Inc. ($876.9M) and Mercer Global Advisors Inc. ($472.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis Emerging Markets Eq
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $586.1M |
| Exits | 26 | $47.9M |
All 13F filers, Q3 2024 → Q4 2024: 20,507,952 shares bought and 3,596,806 shares sold, net +16,911,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 514 holders
| Savant Capital, LLC | 7.66% | Add +7.6% | 16,567,391 | $974.0M |
| Envestnet Asset Management Inc. | 0.28% | Add +8.1% | 14,915,520 | $876.9M |
| Mercer Global Advisors Inc. | 1.15% | New | 8,028,007 | $472.0M |
| Morgan Stanley | 0.02% | Add +14.7% | 4,994,135 | $293.6M |
| Cerity Partners LLC | 0.28% | Add +2.8% | 2,194,942 | $129.0M |
| Haverford Trust Co | 1.28% | Reduce -2.4% | 2,193,753 | $129.0M |
| Annex Advisory Services, LLC | 3.69% | Reduce -17.9% | 2,083,961 | $122.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +10.3% | 2,071,910 | $121.8M |
| Wells Fargo & Company | 0.03% | Add +40.0% | 2,061,263 | $121.2M |
| HighTower Advisors, LLC | 0.15% | Add +4.9% | 1,846,124 | $108.5M |
| American Century Companies Inc. | 0.06% | Add +27.7% | 1,777,291 | $104.5M |
| Pure Financial Advisors, LLC | 1.98% | Reduce -0.9% | 1,482,570 | $87.2M |
| LPL Financial LLC | 0.03% | Add +9.8% | 1,337,721 | $78.6M |
| CW Advisors, LLC | 1.07% | Reduce -0.1% | 1,319,743 | $77.6M |
| Oak Root LLC | 8.95% | No change | 1,168,841 | $68.7M |
| Creative Planning | 0.07% | Reduce -7.6% | 1,158,990 | $68.1M |
| WMS Partners, LLC | 3.56% | Add +3.5% | 1,081,391 | $63.6M |
| MML Investors Services, LLC | 0.22% | Add +13.6% | 1,069,210 | $62.9M |
| Bank of Montreal | 0.03% | Add +103.7% | 1,065,598 | $62.6M |
| Neuberger Berman Group LLC | 0.05% | Add +9.2% | 1,061,267 | $62.4M |
| Bank of America Corp. | 0.01% | Add +67.5% | 974,714 | $57.3M |
| Adero Partners, LLC | 3.64% | Add +8.0% | 960,483 | $56.5M |
| Corient Private Wealth LP | 0.09% | Reduce -1.0% | 881,460 | $51.8M |
| Jones Financial Companies LLLP | 0.05% | Add +129.3% | 880,464 | $51.8M |
| Summit Financial Strategies, Inc. | 5.48% | Add +4.7% | 844,484 | $49.6M |
| Ameriprise Financial Inc. | 0.01% | Add +37.2% | 749,132 | $44.0M |
| Merit Financial Group, LLC | 0.75% | Add +486.2% | 713,524 | $41.9M |
| Great Valley Advisor Group, Inc. | 0.90% | Add +9.7% | 681,764 | $40.1M |
| UBS Group AG | 0.01% | Add +10.6% | 608,405 | $35.8M |
| Atwood & Palmer Inc. | 2.43% | Add +4.6% | 604,139 | $35.5M |
| Gradient Investments LLC | 0.70% | Add +4.7% | 592,175 | $34.8M |
| Beaird Harris Wealth Management, LLC | 2.84% | Add +4.1% | 558,885 | $32.9M |
| Foster & Motley Inc. | 2.13% | Add +0.2% | 557,242 | $32.8M |
| Tarbox Family Office, Inc. | 5.29% | Add +1.1% | 545,400 | $32.1M |
| Waddell & Associates, LLC | 3.09% | Add +3.8% | 515,289 | $30.3M |
| HUB Investment Partners, LLC | 1.25% | Reduce -9.1% | 506,300 | $29.8M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -3.6% | 469,884 | $27.6M |
| Orion Portfolio Solutions, LLC | 0.28% | Reduce -3.6% | 469,884 | $27.6M |
| West Paces Advisors Inc. | 6.53% | Add +0.1% | 455,093 | $26.8M |
| Avantax Planning Partners, Inc. | 0.96% | Add +15.9% | 453,876 | $26.7M |
| Harbour Investments, Inc. | 0.75% | Add +264465.7% | 447,116 | $26.3M |
| Waypoint Wealth Partners Inc. | 7.06% | Reduce -1.7% | 440,144 | $25.9M |
| Greenup Street Wealth Management LLC | 4.99% | Add +17.1% | 427,479 | $25.1M |
| Nicolet Advisory Services, LLC | 2.30% | New | 434,232 | $25.0M |
| Larson Financial Group LLC | 1.27% | Reduce -11.9% | 417,018 | $24.5M |
| Arlington Financial Advisors, LLC | 4.82% | Add +0.1% | 412,400 | $24.2M |
| Morton Brown Family Wealth, LLC | 8.40% | Add +5.2% | 409,751 | $24.1M |
| Fifth Third Bancorp | 0.09% | Add +38.3% | 402,540 | $23.7M |
| Versant Capital Management, Inc | 5.09% | Add +1.9% | 401,731 | $23.6M |
| Ritter Daniher Financial Advisory LLC / DE | 6.60% | Add +12.1% | 397,475 | $23.4M |
| Correct Capital Wealth Management | 4.62% | Add +1.3% | 394,782 | $23.2M |
| Rockwood Wealth Management, LLC | 2.50% | Reduce -1.4% | 394,517 | $23.2M |
| Truepoint, Inc. | 0.62% | Add +1.4% | 394,179 | $23.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.1% | 389,751 | $22.9M |
| Focus Partners Wealth | 0.06% | Add +13.8% | 376,653 | $22.1M |
| Apollon Wealth Management, LLC | 0.50% | Add +4.2% | 371,645 | $21.8M |
| Focus Partners Advisor Solutions, LLC | 0.36% | Add +20.4% | 364,767 | $21.4M |
| Diversified Portfolios, Inc. | 2.33% | Add +14.8% | 362,931 | $21.3M |
| Park Avenue Securities LLC | 0.21% | Add +20.9% | 350,041 | $20.6M |
| Cannon Financial Strategists, Inc. | 3.52% | Add +3.7% | 349,695 | $20.6M |
| Cresset Asset Management, LLC | 0.10% | Add +3.3% | 343,733 | $20.2M |
| PrairieView Partners, LLC | 2.10% | Add +1.6% | 341,948 | $20.1M |
| High Probability Advisors, LLC | 3.39% | Reduce -0.7% | 321,938 | $18.9M |
| Mission Wealth Management, LP | 0.43% | Add +29.7% | 306,904 | $18.0M |
| Elevation Wealth Partners, LLC | 7.41% | Add +327.2% | 269,186 | $17.5M |
| WJ Interests, LLC | 8.33% | Add +3.8% | 293,830 | $17.3M |
| SC&H Financial Advisors, Inc. | 3.46% | Add +7.3% | 284,717 | $16.7M |
| Amplius Wealth Advisors, LLC | 1.66% | Add +41.3% | 275,941 | $16.2M |
| Quantum Financial Advisors, LLC | 2.47% | Reduce -3.0% | 275,879 | $16.2M |
| Raymond James Financial Inc. | 0.01% | — | 272,507 | $16.0M |
| TCI Wealth Advisors, Inc. | 1.33% | Add +1.1% | 270,637 | $15.9M |
| JRM Investment Counsel, LLC | 5.93% | Add +6.4% | 270,496 | $15.9M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 269,597 | $15.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +278.4% | 268,756 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.5% | 267,563 | $15.7M |
| Fragasso Financial Advisors Inc | 1.19% | Add +105.2% | 266,249 | $15.7M |
| Executive Wealth Management, LLC | 1.19% | Reduce -0.2% | 258,183 | $15.2M |
| Trilogy Capital Inc. | 0.74% | Reduce -0.3% | 244,858 | $14.4M |
| IHT Wealth Management, LLC | 0.44% | Add +364.6% | 229,750 | $13.5M |
| Cwm, LLC | 0.06% | Add +38.6% | 225,625 | $13.3M |
| Websterrogers Financial Advisors, LLC | 4.46% | Add +1.0% | 218,552 | $12.8M |
| VeraBank, N.A. | 3.61% | New | 218,082 | $12.8M |
| Concord Wealth Partners | 2.07% | Reduce -4.7% | 214,941 | $12.6M |
| CGN Advisors LLC | 1.22% | Add +6.7% | 213,782 | $12.6M |
| Cetera Investment Advisers | 0.03% | Add +107.9% | 212,051 | $12.5M |
| OneDigital Investment Advisors LLC | 0.14% | Add +5.0% | 210,234 | $12.4M |
| Exchange Traded Concepts, LLC | 0.25% | New | 208,348 | $12.2M |
| Apella Capital, LLC | 0.47% | Add +223.0% | 208,268 | $12.2M |
| Dynamic Advisor Solutions LLC | 0.53% | Add +7.0% | 208,090 | $12.2M |
| Plancorp, LLC | 0.49% | Reduce -2.5% | 203,865 | $12.0M |
| Concord Asset Management, LLC | 2.62% | Reduce -4.3% | 202,647 | $11.9M |
| Burton Enright Welch | 2.47% | Add +3.8% | 200,236 | $11.8M |
| Berger Financial Group, Inc | 0.80% | Reduce -1.4% | 197,570 | $11.6M |
| Private Advisor Group, LLC | 0.06% | Reduce -2.7% | 195,820 | $11.5M |
| BSW Wealth Partners | 1.69% | Reduce -0.9% | 195,556 | $11.5M |
| Cardiff Park Advisors, LLC | 1.08% | Add +6.8% | 193,412 | $11.4M |
| Citadel Advisors | 0.01% | Add +53.7% | 192,864 | $11.3M |
| Opus Capital Group, LLC | 1.43% | Add +3.1% | 191,738 | $11.3M |
| Waverly Advisors, LLC | 0.17% | Add +0.8% | 184,161 | $10.8M |
| ERn Financial, LLC | 1.62% | Add +3.8% | 183,985 | $10.8M |
| Aire Advisors, LLC | 2.16% | Add +5.3% | 178,616 | $10.5M |
| REAP Financial Group, LLC | 2.55% | Add +0.2% | 174,616 | $10.3M |
| Nicolet Bankshares Inc. | 2.00% | New | 174,069 | $10.2M |
| Foundations Investment Advisors, LLC | 0.20% | Add +5.6% | 173,435 | $10.2M |
| Bison Wealth, LLC | 1.25% | — | 173,061 | $10.2M |
| Allen Capital Group, LLC | 1.23% | Add +4.3% | 170,802 | $10.0M |
| CreativeOne Wealth, LLC | 0.30% | Add +24.5% | 166,489 | $9.8M |
| Modera Wealth Management, LLC | 0.12% | New | 166,184 | $9.8M |
| Werba Rubin Papier Wealth Management | 2.25% | Add +1.6% | 162,041 | $9.5M |
| Destiny Wealth Partners, LLC | 1.56% | Add +2.1% | 161,940 | $9.5M |
| Fonville Wealth Management LLC | 3.13% | Add +12.1% | 161,132 | $9.5M |
| Grand Wealth Management, LLC | 5.22% | Add +17.0% | 159,384 | $9.4M |
| Valued Wealth Advisors LLC | 5.48% | Add +5.6% | 148,664 | $8.7M |
| Kavar Capital Partners Group, LLC | 1.46% | Add +2.2% | 147,388 | $8.7M |
| Visionary Horizons, LLC | 5.64% | Add +4.0% | 146,101 | $8.6M |
| Libra Wealth LLC | 3.33% | Add +14.0% | 145,775 | $8.6M |
| Northwest Wealth Management, LLC | 1.80% | Reduce -3.6% | 144,816 | $8.5M |
| Hill Investment Group Partners, LLC | 1.11% | Reduce -16.4% | 140,368 | $8.3M |
| Financial Counselors Inc. | 0.12% | New | 139,827 | $8.2M |
| GeoWealth Management, LLC | 0.26% | Reduce -18.6% | 136,557 | $8.0M |
| Signet Financial Management, LLC | 1.02% | Reduce -0.6% | 135,655 | $8.0M |
| Define Financial, LLC | 5.96% | — | 134,406 | $7.9M |
| Venturi Wealth Management, LLC | 0.37% | Reduce -56.6% | 128,841 | $7.6M |
| Shotwell Rutter Baer Inc | 6.30% | Add +2.1% | 129,805 | $7.5M |
| Passive Capital Management, LLC. | 2.60% | Add +1.1% | 125,729 | $7.4M |
| Higgins & Schmidt Wealth Strategies LLC | 4.59% | New | 125,128 | $7.4M |
| SJS Investment Consulting Inc. | 1.27% | Reduce -0.7% | 124,727 | $7.3M |
| Prosperity Planning, Inc. | 3.27% | Add +2.6% | 122,308 | $7.2M |
| WealthPLAN Partners, LLC | 1.01% | Reduce -6.5% | 121,627 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 120,771 | $7.1M |
| Total Wealth Planning, LLC | 1.09% | Reduce -3.0% | 118,933 | $7.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 2.81% | Reduce -1.6% | 117,572 | $6.9M |
| Flagstone Financial Management | 2.21% | Add +1.0% | 113,164 | $6.7M |
| Mariner, LLC | 0.01% | Add +5.5% | 112,347 | $6.6M |
| Oak Wealth Advisors LLC | 5.06% | — | 111,955 | $6.6M |
| WealthPlan Investment Management, LLC | 0.64% | Add +8.9% | 110,669 | $6.5M |
| Silver Oak Wealth Advisors Services, LLC | 5.61% | — | 110,241 | $6.5M |
| Team Hewins, LLC | 2.52% | Reduce -0.4% | 109,713 | $6.5M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -16.3% | 106,577 | $6.3M |
| Freedom Financial Partners LLC | 3.01% | — | 106,318 | $6.3M |
| Merriman Wealth Management, LLC | 0.26% | Reduce -23.8% | 105,910 | $6.2M |
| Certified Advisory Corp | 0.67% | Add +9.5% | 104,362 | $6.1M |
| Kelman-Lazarov, Inc. | 1.09% | Reduce -6.0% | 103,460 | $6.1M |
| WMG Financial Advisors, LLC | 2.61% | Add +5.7% | 103,293 | $6.1M |
| Capasso Planning Partners LLC | 2.40% | Reduce -6.3% | 101,995 | $6.0M |
| WCG Wealth Advisors LLC | 0.40% | Add +8.5% | 101,751 | $6.0M |
| Bridgewater Advisors Inc. | 0.61% | Reduce -1.4% | 101,231 | $5.8M |
| Wealth Management Partners, LLC | 2.52% | Add +0.1% | 99,195 | $5.8M |
| Tortoise Investment Management, LLC | 0.61% | Add +8.3% | 98,964 | $5.8M |
| Highland Financial Advisors, LLC | 1.98% | Add +3.1% | 97,352 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +56.2% | 93,618 | $5.5M |
| Red Lighthouse Investment Management, LLC | 2.15% | Add +0.1% | 92,385 | $5.4M |
| Dopkins Wealth Management, LLC | 2.73% | Add +91.1% | 91,191 | $5.4M |
| Cypress Point Wealth Management, LLC | 1.67% | Reduce -0.6% | 90,975 | $5.3M |
| Echo Wealth Management, LLC | 3.70% | Add +1.8% | 90,953 | $5.3M |
| Haven Private, LLC | 2.97% | — | 90,556 | $5.3M |
| Collective Family Office LLC | 1.45% | Add +0.1% | 90,211 | $5.3M |
| McLean Asset Management Corp | 1.59% | Add +11.6% | 89,962 | $5.3M |
| Financial Futures Ltd Liability Co. | 2.98% | Reduce -0.9% | 89,366 | $5.3M |
| Tidemark, LLC | 2.00% | Add +14.6% | 88,630 | $5.2M |
| Sylvest Advisors, LLC | 3.20% | — | 88,545 | $5.2M |
| JNBA Financial Advisors | 0.53% | Reduce -11.3% | 87,969 | $5.2M |
| Awm Capital, LLC | 0.63% | Reduce -2.5% | 87,820 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +34.9% | 84,573 | $5.0M |
| BetterWealth, LLC | 1.36% | New | 84,123 | $4.9M |
| Chicago Partners Investment Group LLC | 0.16% | Add +5.9% | 82,827 | $4.9M |
| Landmark Wealth Management, Inc. | 2.36% | Reduce -8.0% | 82,448 | $4.8M |
| First Hawaiian Bank | 0.16% | Add +8.0% | 82,270 | $4.8M |
| Farther Finance Advisors, LLC | 0.17% | Add +17.7% | 81,777 | $4.8M |
| Carlson Capital Management | 0.21% | Add +33.8% | 81,153 | $4.8M |
| ABLE Financial Group, LLC | 1.41% | New | 80,959 | $4.8M |
| Trellis Wealth Advisors LLC | 2.36% | Add +3.1% | 79,851 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Add +421.7% | 78,841 | $4.6M |
| Arq Wealth Advisors, LLC | 1.68% | Add +2.2% | 74,996 | $4.4M |
| IAG Wealth Partners, LLC | 0.74% | Add +12.3% | 71,722 | $4.2M |
| EnRich Financial Partners LLC | 1.40% | Add +2.9% | 71,274 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +13.3% | 70,337 | $4.1M |
| Avant Financial Advisors LLC | 3.79% | — | 70,260 | $4.1M |
| Great Point Wealth Advisors, LLC | 0.90% | Reduce -2.4% | 69,854 | $4.1M |
| Broadway Wealth Solutions, Inc. | 3.08% | — | 68,967 | $4.1M |
| Global Retirement Partners, LLC | 0.11% | Add +462.0% | 67,286 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +55.4% | 67,193 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.97% | Reduce -1.0% | 66,932 | $3.9M |
| Annandale Capital, LLC | 0.78% | Add +0.7% | 66,683 | $3.9M |
| ORBA Wealth Advisors, L.L.C. | 2.01% | Add +0.3% | 65,396 | $3.8M |
| Objectivity Squared, LLC | 2.67% | Add +4.3% | 66,659 | $3.8M |
| Financial Symmetry Inc | 2.58% | Add +16.5% | 64,847 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +53.7% | 62,850 | $3.7M |
| Level Financial Advisors | 1.35% | Add +2.2% | 62,393 | $3.7M |
| WorthPointe, LLC | 1.52% | Add +6.4% | 62,062 | $3.6M |
| LexAurum Advisors, LLC | 0.73% | Add +3.2% | 62,060 | $3.6M |
| Collaborative Wealth Managment Inc. | 1.58% | Add +8.8% | 59,059 | $3.5M |
| Verus Wealth Management, LLC | 3.84% | — | 58,303 | $3.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +5.1% | 58,250 | $3.4M |
| Kings Path Partners LLC | 1.41% | Add +10.8% | 56,286 | $3.3M |
| Gateway Wealth Partners, LLC | 0.85% | Add +24.6% | 55,553 | $3.3M |
| Physician Wealth Solutions Inc. | 1.63% | Add +10.0% | 55,511 | $3.3M |
| Pacific Life Fund Advisors LLC | 0.33% | Reduce -32.4% | 54,333 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +12.6% | 54,502 | $3.2M |
| Peak Asset Management, LLC | 0.58% | Reduce -0.6% | 53,650 | $3.2M |
| &partners | 0.04% | Add +30.1% | 53,228 | $3.2M |
| Waterfront Wealth Inc. | 0.76% | Add +2.2% | 53,192 | $3.1M |
| Parkworth Wealth Management, Inc. | 2.60% | — | 53,189 | $3.1M |
| HTG Investment Advisors, Inc. | 1.43% | Add +10.1% | 53,009 | $3.1M |
| Wedmont Private Capital | 0.16% | Add +15.7% | 53,577 | $3.1M |
| Strategic Financial Concepts, LLC | 0.58% | Add +30.7% | 51,658 | $3.0M |
| Strategic Blueprint, LLC | 0.18% | Add +3.4% | 51,428 | $3.0M |
| Curio Wealth, LLC | 1.61% | — | 50,990 | $3.0M |
| Sterneck Capital Management, LLC | 1.62% | Reduce -1.4% | 50,908 | $3.0M |
| CoreFirst Bank & Trust | 1.77% | Add +1.7% | 50,634 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.29% | Add +2.3% | 50,024 | $2.9M |
| Golden State Wealth Management, LLC | 0.44% | — | 49,618 | $2.9M |
| Poinciana Advisors Group, LLC | 2.95% | — | 49,478 | $2.9M |
| Disciplina Capital Management LLC | 0.49% | Reduce -0.9% | 49,449 | $2.9M |
| Apeiron RIA LLC | 0.79% | Reduce -8.5% | 47,972 | $2.8M |
| Symmetry Partners, LLC | 0.40% | New | 47,934 | $2.8M |
| Signature Resources Capital Management, LLC | 2.51% | Add +3.4% | 47,871 | $2.8M |
| REDW Wealth LLC | 0.97% | Reduce -16.9% | 47,721 | $2.8M |
| IFP Advisors, Inc | 0.09% | Add +24.0% | 47,264 | $2.8M |
| Brown Financial Advisory | 1.94% | Reduce -0.7% | 46,376 | $2.7M |
| WealthCollab, LLC | 1.74% | Add +8.1% | 46,157 | $2.7M |
| Summit Wealth Partners, LLC | 0.55% | Add +10.3% | 45,142 | $2.7M |
| Acima Private Wealth, LLC | 0.89% | Reduce -52.4% | 45,112 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +27.6% | 43,424 | $2.6M |
| Factor Wealth Management LTD | 0.82% | — | 42,009 | $2.5M |
| Trace Wealth Advisors, LLC | 2.21% | — | 41,941 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.44% | Add +15.1% | 41,771 | $2.5M |
| BWM Planning, LLC | 1.06% | Add +10.3% | 41,524 | $2.4M |
| Burk Holdings LLC | 1.97% | — | 41,484 | $2.4M |
| SOL Capital Management CO | 0.27% | Reduce -15.5% | 40,972 | $2.4M |
| Comerica Bank | 0.01% | Add +60.1% | 40,128 | $2.4M |
| Prosperity Consulting Group, LLC | 0.18% | Reduce -1.7% | 40,089 | $2.4M |
| Armbruster Capital Management, Inc. | 0.46% | Add +18.4% | 38,890 | $2.3M |
| Equita Financial Network, Inc. | 0.82% | Add +3.2% | 38,382 | $2.3M |
| Family Office Research LLC | 0.98% | — | 38,036 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.40% | Add +10.7% | 37,029 | $2.2M |
| Aurelius Family Office LLC | 1.10% | — | 37,022 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +4.8% | 35,660 | $2.1M |
| CAP Partners, LLC | 1.47% | Add +3.4% | 35,499 | $2.1M |
| B&D White Capital Company, LLC | 0.35% | Add +12.1% | 35,464 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.51% | Add +9.6% | 34,876 | $2.1M |
| Brown Financial Advisors | 0.82% | Reduce -1.3% | 34,595 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +8.5% | 33,841 | $2.0M |
| Hilltop Holdings Inc. | 0.12% | Reduce -0.3% | 33,271 | $2.0M |
| Arcadia Wealth Management, Inc. | 1.64% | — | 32,896 | $1.9M |
| IMA Advisory Services, Inc. | 0.23% | Add +0.1% | 32,379 | $1.9M |
| Stone Summit Wealth LLC | 0.63% | Add +3.3% | 32,120 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.3% | 31,606 | $1.9M |
| Grove Bank & Trust | 0.26% | Add +9.0% | 31,529 | $1.9M |
| Shore Point Advisors, LLC | 0.98% | Reduce -23.1% | 30,857 | $1.8M |
| FMR LLC | 0.00% | Add +1419.0% | 30,622 | $1.8M |
| Richmond Investment Services, LLC | 1.01% | — | 30,519 | $1.8M |
| Sprinkle Financial Consultants LLC | 1.21% | Add +2.2% | 30,333 | $1.8M |
| Private Wealth Management Group, LLC | 0.68% | Reduce -0.5% | 30,010 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -3.2% | 29,168 | $1.7M |
| Ariadne Wealth Management, LP | 0.78% | Add +28.4% | 28,188 | $1.7M |
| Tillman Hartley LLC | 0.49% | Add +109.3% | 28,887 | $1.7M |
| Transcendent Capital Group LLC | 0.86% | Reduce -0.0% | 28,344 | $1.7M |
| Plum Street Advisors, LLC | 0.82% | Add +4.4% | 28,124 | $1.7M |
| Philip James Wealth Mangement, LLC | 0.22% | New | 27,862 | $1.6M |
| TFB Advisors LLC | 0.46% | Reduce -0.8% | 27,312 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -9.6% | 26,770 | $1.6M |
| Breakwater Capital Group | 0.31% | Add +31.2% | 26,633 | $1.6M |
| Apollon Financial, LLC | 0.39% | Add +12.4% | 26,494 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +39.8% | 26,338 | $1.5M |
| Prospect Financial Group LLC | 1.90% | — | 26,299 | $1.5M |
| Dogwood Wealth Management LLC | 0.81% | Reduce -2.8% | 26,191 | $1.5M |
| Good Life Advisors, LLC | 0.11% | Add +0.9% | 25,706 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -16.5% | 25,354 | $1.5M |
| Fortress Wealth Management, Inc. | 0.72% | Reduce -16.9% | 25,225 | $1.5M |
| BlackRock, Inc. | 0.00% | New | 25,105 | $1.5M |
| Asset Dedication, LLC | 0.12% | Reduce -4.8% | 25,045 | $1.5M |
| Magnolia Private Wealth, LLC | 1.31% | — | 24,987 | $1.5M |
| D'Orazio & Associates, Inc. | 0.22% | Reduce -1.2% | 24,912 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.07% | Add +7.7% | 24,272 | $1.4M |
| Seaside Wealth Management, Inc. | 0.52% | Add +18.6% | 24,227 | $1.4M |
| Townsquare Capital LLC | 0.02% | New | 24,189 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +171.6% | 23,763 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +27.6% | 23,083 | $1.4M |
| Leading Edge Financial Planning LLC | 0.44% | Add +5.6% | 23,053 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.77% | Reduce -29.9% | 22,719 | $1.3M |
| Evensky & Katz LLC | 0.09% | Reduce -4.0% | 22,539 | $1.3M |
| First National Trust Co | 0.05% | New | 22,344 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +5.5% | 21,588 | $1.3M |
| RVW Wealth, LLC | 0.12% | Add +3.2% | 21,555 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.4% | 21,529 | $1.3M |
| L.K. Benson & Company, P.C. | 0.88% | — | 21,307 | $1.3M |
| Clarity Capital Advisors, LLC | 0.84% | Add +1.7% | 21,283 | $1.3M |
| Brady Martz Wealth Solutions, LLC | 0.30% | — | 21,379 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +1.8% | 20,977 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -4.0% | 20,908 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +67.2% | 20,533 | $1.2M |
| Endeavor Private Wealth, Inc. | 1.14% | — | 20,407 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +7.9% | 20,335 | $1.2M |
| Mattson Financial Services, LLC | 0.38% | Reduce -2.8% | 18,268 | $1.2M |
| Navigoe, LLC | 1.14% | — | 19,941 | $1.2M |
| Quarry Hill Advisors, LLC | 0.78% | Reduce -3.0% | 19,718 | $1.2M |
| AQR Capital Management | 0.00% | Add +52.8% | 19,608 | $1.2M |
| Paladin Wealth, LLC | 0.96% | Add +0.7% | 18,859 | $1.1M |
| Signal Advisors Wealth, LLC | 0.12% | Add +0.2% | 18,730 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.1% | 18,711 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +0.5% | 18,323 | $1.1M |
| Sage Rhino Capital LLC | 0.23% | Add +6.2% | 18,143 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | New | 17,801 | $1.0M |
| Convergence Financial, LLC | 0.21% | Reduce -3.9% | 17,661 | $1.0M |
| Wealthstream Advisors, Inc. | 0.19% | Add +4.3% | 17,288 | $1.0M |
| Centerpoint Advisory Group | 0.94% | — | 16,563 | $974K |
| Allodium Investment Consultants, LLC | 0.80% | — | 16,197 | $952K |
| Keb Asset Management, LLC | 0.27% | New | 16,086 | $946K |
| Nwam LLC | 0.06% | Add +8.0% | 15,944 | $937K |
| Ieq Capital, LLC | 0.01% | Reduce -60.8% | 15,810 | $929K |
| Clarity Wealth Development LLC | 1.01% | — | 15,660 | $927K |
| Bayshore Asset Management, LLC | 0.43% | Add +3.1% | 15,769 | $927K |
| CENTRAL TRUST Co | 0.02% | New | 15,571 | $915K |
| Lakeridge Wealth Management LLC | 0.47% | Add +47.2% | 15,416 | $906K |
| Cetera Trust Company, N.A | 0.59% | No change | 15,357 | $903K |
| Clearwater Capital Advisors, LLC | 0.09% | New | 15,259 | $897K |
| BCR Wealth Strategies, LLC | 0.41% | Reduce -3.0% | 14,973 | $880K |
| Greenwood Capital Associates LLC | 0.11% | New | 14,713 | $865K |
| Vannoy Advisory Group, Inc. | 0.64% | No change | 14,590 | $858K |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -0.7% | 14,309 | $841K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 13,283 | $830K |
| FMB Wealth Management | 0.46% | Add +0.3% | 13,805 | $812K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -34.0% | 13,777 | $810K |
| Betterment LLC | 0.00% | Add +10.1% | 13,657 | $803K |
| Hoxton Planning & Management, LLC | 0.31% | Reduce -1.4% | 13,642 | $802K |
| Brookstone Capital Management | 0.01% | Add +79.6% | 13,636 | $802K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.20% | Reduce -0.6% | 13,509 | $794K |
| Lam Group, Inc. | 0.56% | Reduce -34.8% | 13,325 | $783K |
| Fifth Third Securities, Inc. | 0.07% | New | 13,238 | $778K |
| CoreCap Advisors, LLC | 0.04% | Add +765.8% | 13,230 | $778K |
| Renaissance Technologies | 0.00% | New | 13,200 | $776K |
| Motco | 0.08% | Add +38.4% | 13,058 | $768K |
| Summit X, LLC | 0.17% | Add +25.9% | 13,045 | $767K |
| Ameritas Advisory Services, LLC | 0.03% | Add +78.1% | 12,952 | $761K |
| Flputnam Investment Management Co. | 0.01% | No change | 12,943 | $761K |
| Activest Wealth Management | 0.21% | Add +21.6% | 12,670 | $745K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -10.5% | 12,535 | $737K |
| Earned Wealth Advisors, LLC | 0.23% | Reduce -9.8% | 12,175 | $716K |
| Herold Advisors, Inc. | 0.16% | Add +5.7% | 12,161 | $715K |
| Stewardship Advisors, LLC | 0.20% | Reduce -13.9% | 12,034 | $707K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +4.9% | 11,994 | $705K |
| PCG Wealth Advisors, LLC | 0.26% | Add +2.4% | 11,985 | $705K |
| Dentgroup LLC | 0.53% | Add +9.8% | 11,901 | $700K |
| Creative Capital Management Investments LLC | 0.29% | No change | 11,852 | $697K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -5.1% | 11,525 | $678K |
| Rialto Wealth Management, LLC | 0.22% | — | 11,465 | $674K |
| Caprock Group, LLC | 0.02% | Add +0.1% | 11,188 | $658K |
| Telos Capital Management, Inc. | 0.07% | Add +2.5% | 10,960 | $644K |
| World Investment Advisors | 0.02% | Add +24.6% | 10,911 | $641K |
| Chris Bulman Inc | 0.41% | Add +136.2% | 10,875 | $639K |
| Glenview Trust Co | 0.01% | No change | 10,860 | $638K |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +10.8% | 10,831 | $637K |
| Cozad Asset Management Inc. | 0.06% | Reduce -4.7% | 10,545 | $620K |
| Seed Wealth Management, Inc. | 0.49% | Reduce -7.4% | 10,380 | $610K |
| Synergy Investment Management, LLC | 0.26% | — | 10,337 | $608K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +10.6% | 10,202 | $607K |
| Hardin Capital Partners, LLC | 0.37% | Add +11.8% | 10,315 | $606K |
| DBK Financial Counsel, LLC | 0.61% | Add +1.3% | 10,308 | $606K |
| Atlas Wealth LLC | 0.31% | No change | 10,192 | $599K |
| ARK & TLK Investments, LLC | 0.21% | Add +9.6% | 10,170 | $598K |
| Cornerstone Capital, Inc. | 0.06% | No change | 10,081 | $593K |
| Sensible Money, LLC | 0.26% | Add +0.0% | 10,064 | $592K |
| Morris Financial Concepts, Inc. | 0.25% | Reduce -21.1% | 9,833 | $578K |
| Pacific Asset Management, LLC | 0.53% | — | 9,525 | $560K |
| Sunpointe, LLC | 0.28% | New | 9,510 | $559K |
| Private Capital Management LLC | 0.11% | Add +27.4% | 9,434 | $555K |
| Orion Capital Management LLC | 0.24% | Reduce -5.9% | 9,421 | $554K |
| Dixon Fnancial Services, Inc. | 0.30% | No change | 9,314 | $548K |
| Haverford Financial Services, Inc. | 0.16% | No change | 8,855 | $521K |
| Evanson Asset Management, LLC | 0.04% | Add +2.2% | 8,774 | $516K |
| MB Generational Wealth, LLC | 0.38% | Reduce -12.6% | 8,738 | $514K |
| Fortress Financial Solutions, LLC | 0.73% | — | 8,736 | $514K |
| Vanguard Group Inc. | 0.00% | Add +2.8% | 8,532 | $502K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -31.0% | 8,531 | $502K |
| GTS Securities LLC | 0.02% | New | 8,418 | $495K |
| Lion Street Advisors, LLC | 0.16% | Add +5.0% | 8,396 | $494K |
| Westbourne Investments, Inc. | 0.29% | — | 8,332 | $488K |
| Flagstar Securities, Inc. | 0.12% | Add +2.2% | 8,247 | $485K |
| North Ridge Wealth Advisors, Inc. | 0.33% | No change | 8,100 | $476K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -15.4% | 7,929 | $466K |
| RAM Investment Partners, LLC | 0.11% | New | 7,859 | $462K |
| Diversify Wealth Management, LLC | 0.04% | Add +76.3% | 7,987 | $460K |
| Capital Analysts, LLC | 0.02% | Reduce -42.0% | 7,718 | $454K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 7,413 | $436K |
| Ruedi Wealth Management, Inc. | 0.14% | Add +38.1% | 7,365 | $433K |
| Abacus Planning Group, Inc. | 0.08% | No change | 7,261 | $427K |
| Citizens & Northern Corp. | 0.12% | Reduce -1.8% | 7,164 | $421K |
| Bannerman Wealth Management Group, LLC | 0.34% | — | 7,053 | $415K |
| Captrust Financial Advisors | 0.00% | Add +103.5% | 7,049 | $414K |
| Raffa Wealth Management, LLC | 0.10% | Add +0.8% | 7,000 | $412K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +16.2% | 6,867 | $404K |
| Cambridge Financial Group, LLC | 0.17% | Reduce -2.1% | 6,837 | $402K |
| Family Investment Center, Inc. | 0.10% | Reduce -3.6% | 6,749 | $397K |
| Leigh Baldwin & Co., LLC | 0.33% | — | 6,649 | $391K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.6% | 6,594 | $388K |
| Fort Point Capital Partners LLC | 0.04% | Add +2.2% | 6,403 | $376K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 6,381 | $373K |
| UMB Bank, n.a. | 0.01% | No change | 6,250 | $367K |
| Ameriflex Group, Inc. | 0.17% | — | 6,183 | $366K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +0.1% | 6,191 | $364K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +61.0% | 6,019 | $354K |
| CWA Asset Management Group, LLC | 0.02% | Add +0.2% | 5,992 | $352K |
| Sovran Advisors, LLC | 0.05% | — | 5,993 | $346K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +0.7% | 5,855 | $344K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Reduce -77.6% | 5,798 | $341K |
| Willow Creek Wealth Management Inc. | 0.03% | Add +16.9% | 5,746 | $338K |
| Truist Financial Corp. | 0.00% | Add +4.1% | 5,725 | $337K |
| Mainsail Asset Management, LLC | 0.23% | Add +53.4% | 5,697 | $335K |
| Austin Asset Management Co Inc | 0.07% | Reduce -17.2% | 5,488 | $323K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -13.4% | 5,318 | $313K |
| Peak Planning Group, LLC | 0.13% | Reduce -2.3% | 5,302 | $312K |
| Consolidated Portfolio Review Corp | 0.05% | New | 5,010 | $295K |
| Eaton-Cambridge Inc. | 0.13% | No change | 5,001 | $294K |
| Decker Retirement Planning Inc. | 0.17% | — | 4,998 | $294K |
| QRG Capital Management, Inc. | 0.00% | New | 4,764 | $280K |
| Aveo Capital Partners, LLC | 0.03% | Add +38.9% | 4,689 | $276K |
| Compass Ion Advisors, LLC | 0.03% | New | 4,662 | $274K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +12.4% | 4,381 | $258K |
| Ifrah Financial Services, Inc. | 0.07% | Add +2.6% | 4,371 | $257K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.8% | 4,204 | $247K |
| Squire Investment Management Company, LLC | 0.11% | Reduce -4.5% | 4,200 | $247K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 4,200 | $247K |
| NewSquare Capital LLC | 0.02% | Reduce -18.4% | 4,188 | $246K |
| First Trust Advisors LP | 0.00% | New | 4,188 | $246K |
| US Bancorp \de | 0.00% | Add +65.8% | 4,175 | $245K |
| Milestone Asset Management Group, LLC | 0.21% | — | 4,019 | $236K |
| Atlas Brown,Inc. | 0.08% | Add +7.0% | 3,857 | $227K |
| CogentBlue Wealth Advisors, LLC | 0.20% | — | 3,775 | $222K |
| Edge Capital Group, LLC | 0.01% | New | 3,766 | $221K |
| Zhang Financial LLC | 0.01% | New | 3,699 | $217K |
| Silver Oak Securities, Incorporated | 0.02% | Add +21.9% | 3,671 | $216K |
| Angeles Wealth Management, LLC | 0.02% | No change | 3,648 | $214K |
| Investmark Advisory Group LLC | 0.10% | New | 3,616 | $213K |
| Avion Wealth | 0.05% | No change | 3,610 | $212K |
| First National Bank Sioux Falls | 0.09% | No change | 3,500 | $206K |
| MBE Wealth Management, LLC | 0.11% | New | 3,462 | $204K |
| XY Planning Network, Inc. | 0.15% | — | 3,428 | $202K |
| Jane Street Group, LLC | 0.00% | Reduce -99.8% | 3,418 | $201K |
| Greenspring Advisors, LLC | 0.04% | Reduce -47.6% | 3,412 | $201K |
| Parkshore Wealth Management, Inc. | 0.12% | — | 3,408 | $200K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,250 | $191K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.3% | 3,076 | $181K |
| Kestra Investment Management, LLC | 0.01% | New | 2,703 | $159K |
| WR Wealth Planners, LLC | 0.04% | Reduce -19.1% | 2,361 | $139K |
| Global Trust Asset Management, LLC | 0.05% | No change | 2,311 | $136K |
| Private Trust Co. NA | 0.01% | Add +29.4% | 2,265 | $133K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,231 | $131K |
| Nemes Rush Group LLC | 0.02% | Add +109.3% | 2,225 | $131K |
| Northwest Capital Management Inc | 0.05% | Add +2.5% | 1,808 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -19.9% | 1,667 | $98K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,505 | $88K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,473 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -52.4% | 1,457 | $86K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,337 | $79K |
| Operose Advisors LLC | 0.03% | Add +758.1% | 1,330 | $78K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,327 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -81.6% | 1,277 | $75K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 1,266 | $74K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.2% | 1,254 | $74K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.8% | 1,250 | $73K |
| Bessemer Group Inc. | 0.00% | Reduce -92.8% | 1,231 | $73K |
| Signaturefd, LLC | 0.00% | New | 1,117 | $66K |
| AE Wealth Management LLC | 0.00% | New | 1,105 | $65K |
| Mather Group, Llc. | 0.00% | No change | 972 | $57K |
| MAI Capital Management | 0.00% | New | 908 | $53K |
| Westside Investment Management, Inc. | 0.01% | No change | 840 | $49K |
| TruNorth Capital Management, LLC | 0.01% | No change | 800 | $47K |
| WealthShield Partners, LLC | 0.01% | No change | 800 | $47K |
| Nova Wealth Management, Inc. | 0.04% | — | 725 | $43K |
| City State Bank | 0.01% | Reduce -7.9% | 644 | $38K |
| CVA Family Office, LLC | 0.01% | Add +13.5% | 639 | $38K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -7.3% | 572 | $34K |
| Tucker Asset Management LLC | 0.01% | New | 569 | $33K |
| Quadrant Capital Group LLC | 0.00% | Reduce -35.3% | 551 | $32K |
| CNB Bank | 0.01% | No change | 477 | $28K |
| Minot DeBlois Advisors LLC | 0.02% | — | 437 | $26K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 430 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 410 | $24K |
| Stephens Consulting, LLC | 0.01% | New | 398 | $23K |
| TD Capital Management LLC | 0.00% | Add +2.1% | 384 | $23K |
| Bfsg, LLC | 0.00% | No change | 369 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +2.0% | 351 | $21K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 312 | $18K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 300 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.7% | 291 | $17K |
| Roxbury Financial LLC | 0.02% | — | 262 | $16K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 247 | $15K |
| Investors Research Corp | 0.00% | No change | 200 | $12K |
| Accredited Wealth Management, LLC | 0.01% | — | 194 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 194 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 179 | $11K |
| Blue Trust, Inc. | 0.00% | Reduce -73.7% | 174 | $10K |
| Oarsman Capital, Inc. | 0.00% | No change | 171 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | New | 167 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 128 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.6% | 125 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 125 | $7K |
| S&T Bank | 0.00% | New | 97 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 86 | $5K |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 83 | $5K |
| ORG Partners LLC | 0.00% | Add +75.0% | 77 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 64 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | Add +17.8% | 53 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 38 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 51 | $2K |
| Truvestments Capital LLC | 0.00% | New | 32 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 20 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 16 | $951 |
| Park Square Financial Group, LLC | 0.00% | — | 16 | $941 |
| Assetmark, Inc. | 0.00% | New | 15 | $882 |
| NorthRock Partners, LLC | 0.00% | Reduce -50.0% | 10 | $579 |
| Addison Advisors LLC | 0.00% | No change | 10 | $573 |
| Key Financial Inc | 0.00% | No change | 6 | $353 |
"% of holder's portfolio" is AVEM's weight in each manager's 13F, not the share of Avantis Emerging Markets Eq the manager owns.