Avantis US Large Cap ValueAVLVETF
13F holders, Q2 2026 (June 30)566holders +80
100new positions
20sold out
3famous investors
$91.24avg. 13F price*
At the end of Q2 2026, 566 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 80 from Q1 2026. 100 opened new positions and 20 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.0B), PNC Financial Services Group, Inc. ($1.7B) and Envestnet Asset Management Inc. ($891.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $450.8M |
| Exits | 20 | $110.6M |
All 13F filers, Q1 2026 → Q2 2026: 50,800,295 shares bought and 4,472,121 shares sold, net +46,328,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Northwestern Mutual Wealth Management Co. | 1.58% | Add +1248.0% | 32,368,237 | $3.0B |
| PNC Financial Services Group, Inc. | 0.85% | Add +41.5% | 18,702,541 | $1.7B |
| Envestnet Asset Management Inc. | 0.21% | Reduce -3.6% | 9,778,034 | $891.8M |
| Wealth Enhancement Advisory Services, LLC | 1.42% | Add +19.8% | 9,226,406 | $843.1M |
| Ameriprise Financial Inc. | 0.09% | Add +19.5% | 4,620,546 | $423.2M |
| LPL Financial LLC | 0.08% | Add +29.4% | 4,005,109 | $365.3M |
| American Century Companies Inc. | 0.15% | Add +26.2% | 3,608,727 | $329.2M |
| Focus Partners Wealth | 0.26% | Add +9.2% | 2,734,778 | $249.4M |
| Cerity Partners LLC | 0.30% | Reduce -3.7% | 2,726,265 | $248.7M |
| Falcon Wealth Planning | 11.99% | Add +5.4% | 2,077,645 | $189.5M |
| Petersen Hastings Wealth Advisors Inc. | 14.90% | Reduce -2.8% | 1,946,250 | $177.5M |
| Waverly Advisors, LLC | 0.93% | Add +5.3% | 1,754,726 | $160.0M |
| Apollon Wealth Management, LLC | 1.77% | Add +25.5% | 1,592,606 | $145.3M |
| Bank of America Corp. | 0.01% | Add +48.7% | 1,592,353 | $145.2M |
| Savant Capital, LLC | 0.40% | Reduce -2.3% | 1,478,222 | $134.8M |
| Cetera Investment Advisers | 0.12% | Add +21.2% | 1,454,277 | $132.6M |
| FMR LLC | 0.01% | Add +10.7% | 1,397,539 | $127.5M |
| Pure Financial Advisors, LLC | 1.62% | Reduce -4.5% | 1,382,944 | $126.1M |
| Moisand Fitzgerald Tamayo, LLC | 12.09% | Reduce -0.1% | 1,356,674 | $123.7M |
| Beaird Harris Wealth Management, LLC | 7.58% | Reduce -1.1% | 1,327,308 | $121.1M |
| Alesco Advisors, LLC, An ESL Co | 2.60% | Reduce -3.8% | 1,242,346 | $113.3M |
| Bridgewater Advisors Inc. | 6.13% | Add +1.6% | 1,208,088 | $112.5M |
| HUB Investment Partners, LLC | 2.02% | Add +6.7% | 1,205,715 | $110.0M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,139,973 | $104.0M |
| Cannon Financial Strategists, Inc. | 11.74% | Add +0.0% | 1,130,339 | $103.1M |
| Arax Advisory Partners | 0.65% | Add +88.6% | 1,076,147 | $98.2M |
| Commonwealth Equity Services, LLC | 0.12% | Add +5.7% | 1,045,145 | $95.3M |
| Wealth Management Nebraska | 8.47% | Add +10.9% | 1,040,364 | $94.9M |
| Nixon Peabody Trust Co. | 6.61% | Reduce -0.7% | 1,024,753 | $93.5M |
| &partners | 0.35% | Add +4.7% | 933,121 | $85.2M |
| B&D White Capital Company, LLC | 8.20% | Add +10.2% | 903,710 | $82.4M |
| ESL Trust Services, LLC | 13.12% | Add +0.1% | 843,691 | $77.0M |
| Two Sigma Investments, LP | 0.06% | New | 838,300 | $76.5M |
| Vestmark Advisory Solutions, Inc. | 0.66% | Add +41.0% | 775,298 | $70.7M |
| Glenview Trust Co | 0.95% | Add +8.0% | 756,072 | $69.0M |
| FAS Wealth Partners, Inc. | 3.50% | Add +7.9% | 736,028 | $67.1M |
| Raymond James Financial Inc. | 0.02% | Add +16.2% | 722,783 | $65.9M |
| Park Avenue Securities LLC | 0.40% | Reduce -0.6% | 706,032 | $64.4M |
| Thrivent Financial for Lutherans | 0.11% | Add +0.6% | 700,394 | $63.9M |
| Allegiance Financial Group Advisory Services LLC | 10.69% | Add +7.0% | 676,877 | $61.7M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -2.4% | 667,153 | $60.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 660,801 | $60.3M |
| Benjamin Edwards Inc. | 0.54% | Add +0.6% | 651,701 | $59.4M |
| Focus Partners Advisor Solutions, LLC | 0.50% | Add +85.3% | 642,722 | $58.6M |
| Voisard Asset Management Group, Inc. | 10.98% | Reduce -0.0% | 636,183 | $58.0M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -2.3% | 634,091 | $57.8M |
| Farther Finance Advisors, LLC | 0.41% | Add +0.1% | 580,568 | $53.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +3.7% | 568,940 | $51.9M |
| JRM Investment Counsel, LLC | 12.04% | Add +1.8% | 541,727 | $49.4M |
| UBS Group AG | 0.01% | Add +3.0% | 529,807 | $48.3M |
| Wells Fargo & Company | 0.01% | Add +36.8% | 521,766 | $47.6M |
| Waterloo Capital, L.P. | 2.59% | New | 502,911 | $45.9M |
| Opus Capital Group, LLC | 4.44% | Add +0.9% | 502,053 | $45.8M |
| Visionary Wealth Advisors | 1.78% | Add +5.2% | 494,417 | $45.1M |
| Legacy Financial Strategies, LLC | 6.88% | Add +1.1% | 487,176 | $44.4M |
| Tulsa Wealth Advisors, INC | 6.12% | Add +16.7% | 476,527 | $43.5M |
| Mason Street Advisors, LLC | 3.90% | New | 474,820 | $43.3M |
| Armstrong, Fleming & Moore, Inc | 13.55% | New | 448,575 | $40.9M |
| Global Strategic Investment Solutions, LLC | 3.63% | Reduce -33.6% | 444,515 | $40.5M |
| Aprio Wealth Management, LLC | 1.90% | Reduce -2.9% | 421,374 | $38.4M |
| Integrated Wealth Concepts LLC | 0.25% | New | 417,647 | $38.1M |
| N.E.W. Advisory Services LLC | 2.48% | Add +4.1% | 406,520 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 393,553 | $35.9M |
| ShoreHaven Wealth Partners, LLC | 10.68% | Add +6.4% | 372,316 | $34.0M |
| Leading Edge Financial Planning LLC | 5.96% | Add +5.7% | 367,041 | $33.5M |
| Chicago Partners Investment Group LLC | 0.66% | Add +3.2% | 358,021 | $32.8M |
| Apella Capital, LLC | 0.45% | Add +7.7% | 350,410 | $31.9M |
| Symmetry Partners, LLC | 1.60% | Add +3.7% | 344,510 | $31.4M |
| Fiduciary Financial Advisors | 3.12% | Add +125.8% | 336,376 | $30.7M |
| Financial Management Network Inc. | 4.26% | Add +160.7% | 324,251 | $29.7M |
| Three Cord True Wealth Management, LLC | 13.56% | Add +5.5% | 312,452 | $28.5M |
| MML Investors Services, LLC | 0.06% | Add +49.9% | 309,512 | $28.2M |
| Fonville Wealth Management LLC | 4.39% | Add +11.6% | 294,650 | $26.9M |
| River Road Asset Management, LLC | 0.30% | New | 293,193 | $26.7M |
| McMill Wealth Management | 6.38% | Add +0.7% | 291,738 | $26.6M |
| Cornerstone Wealth Partners, LLC | 11.83% | Add +10.2% | 279,084 | $25.5M |
| Austin Wealth Management, LLC | 5.17% | Add +0.6% | 267,001 | $24.5M |
| Aire Advisors, LLC | 3.97% | Add +0.8% | 267,585 | $24.4M |
| Nova R Wealth, Inc. | 6.90% | Add +2.9% | 259,158 | $23.6M |
| Arlington Financial Advisors, LLC | 2.94% | Add +0.8% | 253,772 | $23.1M |
| REAP Financial Group, LLC | 3.90% | Add +9.1% | 250,615 | $22.9M |
| Meritas Wealth Management, LLC | 8.84% | Add +7.4% | 248,212 | $22.6M |
| Kestra Investment Management, LLC | 0.44% | Add +12.7% | 247,841 | $22.6M |
| Ullmann Wealth Partners Group, LLC | 2.05% | Add +2.3% | 247,158 | $22.5M |
| WJ Interests, LLC | 8.66% | Add +37.7% | 246,306 | $22.5M |
| Fidelity D & D Bancorp Inc. | 7.70% | Add +11.1% | 246,107 | $22.4M |
| Clearwater Capital Advisors, LLC | 1.64% | Add +3.0% | 246,027 | $22.4M |
| Keener Financial Planning LLC | 8.00% | Add +6.3% | 245,336 | $22.4M |
| Oceanside Advisors LLC | 11.23% | Add +0.9% | 243,901 | $22.2M |
| Hill Island Financial LLC | 4.62% | New | 237,431 | $21.7M |
| Integrated Capital Management, Inc. | 15.06% | Reduce -4.0% | 236,633 | $21.6M |
| Private Advisor Group, LLC | 0.10% | Add +45.9% | 229,963 | $21.0M |
| Heritage Wealth Management, Inc. | 10.36% | Add +1.2% | 227,848 | $20.8M |
| Providence Financial Advisors, LLC | 11.70% | Add +7.3% | 225,587 | $20.6M |
| Advantage Trust Co | 7.16% | Add +5.4% | 222,996 | $20.3M |
| Shotwell Rutter Baer Inc | 10.54% | Reduce -2.8% | 210,507 | $19.2M |
| NewEdge Advisors, LLC | 0.06% | Add +9.8% | 210,461 | $19.2M |
| First National Bank Sioux Falls | 5.21% | No change | 225,021 | $19.0M |
| Apollon Financial, LLC | 2.21% | Add +4.2% | 204,736 | $18.7M |
| Perigon Wealth Management, LLC | 0.29% | Add +6.8% | 203,328 | $18.5M |
| BostonPremier Wealth LLC | 7.87% | Add +3.7% | 203,126 | $18.5M |
| Kooman & Associates | 4.92% | New | 201,011 | $18.3M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +99.1% | 199,347 | $18.2M |
| Verus Financial Partners, Inc. | 1.54% | Reduce -23.2% | 197,709 | $18.0M |
| Pine Harbor Wealth Management, LLC | 4.74% | Add +3.4% | 194,067 | $17.7M |
| Gallagher Fiduciary Advisors, LLC | 0.57% | Reduce -1.6% | 191,479 | $17.5M |
| Atria Investments, Inc | 0.17% | Reduce -3.1% | 187,597 | $17.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.5% | 187,274 | $17.1M |
| Pathstone Holdings, LLC | 0.05% | Add +8.2% | 186,096 | $17.0M |
| Valued Wealth Advisors LLC | 6.09% | Reduce -2.0% | 183,729 | $16.8M |
| Collective Family Office LLC | 3.42% | Add +0.2% | 183,567 | $16.7M |
| Mfa Wealth Advisors, LLC | 2.83% | New | 182,168 | $16.6M |
| Websterrogers Financial Advisors, LLC | 4.25% | Reduce -0.6% | 181,790 | $16.6M |
| Bank of New York Mellon Corp | 0.00% | Add +2683.1% | 178,594 | $16.3M |
| Certified Advisory Corp | 1.30% | Add +1.5% | 176,900 | $16.1M |
| Krilogy Financial LLC | 0.46% | Reduce -1.4% | 171,466 | $15.6M |
| Northland Capital Management LLC | 8.34% | Reduce -36.4% | 169,703 | $15.5M |
| Greenwich Wealth Management LLC | 0.55% | Add +1.5% | 164,554 | $15.0M |
| Bannerman Wealth Management Group, LLC | 8.71% | Add +1.2% | 163,551 | $14.9M |
| Kings Path Partners LLC | 3.97% | Add +17.0% | 163,487 | $14.9M |
| AE Wealth Management LLC | 0.07% | Add +144.5% | 161,076 | $14.7M |
| Stephens Inc. | 0.16% | Add +0.5% | 159,480 | $14.5M |
| McLean Asset Management Corp | 1.90% | Add +9.7% | 156,329 | $14.4M |
| WCG Wealth Advisors LLC | 0.33% | Reduce -1.9% | 154,047 | $14.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 150,713 | $13.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -24.6% | 150,062 | $13.7M |
| Financial Futures Ltd Liability Co. | 5.20% | Add +2.4% | 149,691 | $13.7M |
| Sentinel Wealth Management, Inc. | 9.32% | Add +0.5% | 145,009 | $13.2M |
| Kilner Capital Advisors, LLC | 11.29% | Reduce -2.0% | 144,529 | $13.2M |
| Mach-1 Financial Group, LLC | 5.05% | Reduce -9.1% | 142,794 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +51.6% | 140,975 | $12.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.08% | Reduce -1.9% | 139,604 | $12.7M |
| Fortitude Family Office, LLC | 2.46% | Add +5.5% | 138,251 | $12.6M |
| Stifel Financial Corp. | 0.01% | Add +15.2% | 136,212 | $12.4M |
| Pacific Life Fund Advisors LLC | 1.32% | Reduce -43.4% | 131,386 | $12.0M |
| Nations Financial Group Inc, /Ia/ | 0.56% | Add +5.1% | 129,630 | $11.8M |
| Summit Financial, LLC | 0.13% | Reduce -12.0% | 128,821 | $11.7M |
| Sage Rhino Capital LLC | 1.93% | Add +1.3% | 128,798 | $11.7M |
| Quadcap Wealth Management, LLC | 1.13% | Add +7.4% | 126,947 | $11.6M |
| Bauman Advisory Group, LLC | 6.13% | New | 126,848 | $11.6M |
| MB Generational Wealth, LLC | 5.65% | Reduce -0.5% | 126,413 | $11.5M |
| Foundry Financial Group, Inc. | 4.96% | Add +0.4% | 125,841 | $11.5M |
| EnRich Financial Partners LLC | 2.73% | Add +25.8% | 125,803 | $11.5M |
| AQR Capital Management | 0.00% | Add +13.4% | 124,756 | $11.4M |
| Summit Wealth Partners, LLC | 1.62% | Add +12.4% | 124,703 | $11.4M |
| Cherry Tree Wealth Management, LLC | 2.11% | Add +16.1% | 123,199 | $11.2M |
| Creative Planning | 0.01% | Add +8.8% | 120,860 | $11.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 120,021 | $10.9M |
| Fifth Third Bancorp | 0.02% | Reduce -90.8% | 117,717 | $10.7M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +7.4% | 117,374 | $10.7M |
| Ridgeline Wealth, LLC | 6.25% | Add +3.6% | 117,201 | $10.7M |
| Trailhead Planners LLC | 10.28% | Reduce -10.8% | 116,585 | $10.6M |
| Forthright Family Wealth Advisory LLC | 5.99% | New | 116,048 | $10.6M |
| Networth Advisors, LLC | 6.09% | Add +14.1% | 114,938 | $10.5M |
| Bridgewealth Advisory Group, LLC | 1.97% | Add +3.9% | 114,280 | $10.4M |
| Team Financial Group, LLC | 4.38% | Add +98.9% | 112,982 | $10.3M |
| ATLas Financial Planning LLC | 8.16% | Add +6.1% | 110,327 | $10.1M |
| Seros Financial, LLC | 5.18% | New | 109,073 | $9.9M |
| Kavar Capital Partners Group, LLC | 1.23% | Add +4.0% | 108,993 | $9.9M |
| Anderson Hoagland & Co. | 0.75% | Reduce -3.0% | 105,513 | $9.6M |
| TrustWell Financial Advisors, LLC | 8.15% | Reduce -9.8% | 105,354 | $9.6M |
| Vestment Financial LLC | 4.18% | Add +2.6% | 102,182 | $9.3M |
| Strategic Blueprint, LLC | 0.46% | Reduce -4.5% | 101,276 | $9.2M |
| 1ST Source Bank | 0.42% | New | 101,166 | $9.2M |
| PCG Wealth Advisors, LLC | 2.05% | Reduce -0.1% | 100,617 | $9.2M |
| Silver Oak Wealth Advisors Services, LLC | 5.47% | Reduce -8.0% | 100,249 | $9.1M |
| Quantum Financial Partners LLC | 4.66% | — | 99,991 | $9.1M |
| Mariner, LLC | 0.01% | Reduce -15.1% | 97,448 | $8.9M |
| Yardley Wealth Management LLC | 4.02% | Add +1.5% | 96,964 | $8.8M |
| S&A Financial Services, Inc. | 5.34% | Add +19.6% | 95,843 | $8.7M |
| Strategent Financial, LLC | 4.97% | Add +6.8% | 94,518 | $8.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +2608.5% | 93,334 | $8.5M |
| Prosperity Planning, Inc. | 2.69% | Add +4.8% | 91,798 | $8.4M |
| Echo Wealth Management, LLC | 4.25% | Add +3.2% | 91,242 | $8.3M |
| Entrewealth, LLC | 3.08% | Add +4.8% | 88,656 | $8.3M |
| Premier Path Wealth Partners, LLC | 0.95% | Add +10.5% | 90,846 | $8.3M |
| Ducere Wealth Management LLC | 2.36% | New | 85,923 | $7.8M |
| White Pine Investment CO | 1.65% | Add +0.6% | 84,938 | $7.7M |
| Concord Wealth Partners | 0.88% | Reduce -6.0% | 84,208 | $7.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.83% | Add +12.5% | 82,521 | $7.5M |
| AlphaCore Capital LLC | 0.14% | Reduce -4.6% | 81,990 | $7.5M |
| Axxcess Wealth Management, LLC | 0.12% | New | 81,667 | $7.4M |
| Factor Wealth Management LTD | 1.12% | Reduce -12.4% | 81,585 | $7.4M |
| Burk Holdings LLC | 2.73% | Add +18.5% | 80,870 | $7.4M |
| Midwest Financial Group LLC | 2.56% | Add +14.5% | 79,903 | $7.3M |
| SRH Advisors, LLC | 1.82% | Add +11.4% | 78,461 | $7.2M |
| Cascade Financial Partners, LLC | 0.62% | Add +25.2% | 78,358 | $7.1M |
| Concord Asset Management, LLC | 1.10% | Reduce -5.7% | 78,094 | $7.1M |
| Fulton Bank, N.A. | 0.21% | Add +1239.3% | 76,248 | $7.0M |
| Quantinno Capital Management LP | 0.01% | Add +22.9% | 75,666 | $6.9M |
| Larson Financial Group LLC | 0.18% | Reduce -2.7% | 74,418 | $6.8M |
| Keel Point, LLC | 0.40% | Add +1989.6% | 73,762 | $6.7M |
| Financial Partners Group, Inc | 0.68% | Add +147.3% | 73,687 | $6.7M |
| Tillman Hartley LLC | 1.45% | Add +47.7% | 70,793 | $6.5M |
| National Bank of Canada | 0.01% | Add +31.4% | 70,626 | $6.4M |
| Investment Advisory Group, LLC | 1.35% | Add +0.8% | 68,422 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +17.7% | 68,082 | $6.2M |
| Greenwood Capital Associates LLC | 0.61% | Add +15.2% | 67,712 | $6.2M |
| Fifth Third Wealth Advisors LLC | 0.17% | Add +134.9% | 67,114 | $6.1M |
| Cornerstone Advisors Asset Management, LLC | 0.79% | New | 66,400 | $6.1M |
| Commerce Bank | 0.03% | Add +10.7% | 65,517 | $6.0M |
| Vista Investment Partners Ii, LLC | 2.34% | New | 65,405 | $6.0M |
| Tudor Investment Corporation | 0.02% | Reduce -65.1% | 65,370 | $6.0M |
| Cardiff Park Advisors, LLC | 0.46% | Reduce -0.9% | 65,029 | $5.9M |
| Madrid Wealth Management, LLC | 3.86% | Add +10.3% | 64,556 | $5.9M |
| Paladin Advisory Group, LLC | 3.74% | Add +0.5% | 61,741 | $5.6M |
| Werba Rubin Papier Wealth Management | 0.68% | Reduce -2.6% | 61,694 | $5.6M |
| ABLE Financial Group, LLC | 0.93% | Add +8.3% | 60,876 | $5.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +8.7% | 59,450 | $5.4M |
| Diversify Advisory Services, LLC | 0.09% | New | 57,152 | $5.3M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.9% | 57,152 | $5.3M |
| Wealth Enhancement Trust Services, Inc. | 0.58% | Add +45.4% | 57,494 | $5.2M |
| Prosperity Financial Group, Inc. | 1.61% | Add +4.3% | 57,070 | $5.2M |
| Altar Rock LLC | 7.56% | Add +0.9% | 56,763 | $5.2M |
| CRA Financial Services, LLC | 0.60% | Add +6.0% | 56,655 | $5.2M |
| Greenspring Advisors, LLC | 0.29% | Add +1.9% | 56,566 | $5.2M |
| Navigoe, LLC | 2.69% | Add +1.4% | 56,347 | $5.1M |
| Sovran Advisors, LLC | 0.37% | Reduce -1.3% | 54,213 | $5.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Reduce -1.6% | 54,172 | $4.9M |
| Tenzing Financial LLC | 3.34% | Reduce -0.9% | 53,401 | $4.9M |
| Mattern Wealth Management LLC | 0.80% | Add +82.4% | 53,141 | $4.8M |
| PFC Capital Group, Inc. | 1.82% | Add +2.1% | 51,764 | $4.7M |
| Ballast Financial Advisors LLC | 4.23% | Reduce -0.9% | 51,252 | $4.7M |
| Pasadena Private Wealth, LLC | 0.59% | Reduce -7.2% | 50,286 | $4.6M |
| Bayshore Asset Management, LLC | 1.61% | Reduce -1.2% | 49,318 | $4.5M |
| Cauble & Harre Wealth Management, Inc. | 3.45% | Add +14.6% | 47,123 | $4.3M |
| Stone Summit Wealth LLC | 1.09% | Reduce -0.6% | 47,117 | $4.3M |
| Ruedi Wealth Management, Inc. | 1.01% | Reduce -0.1% | 47,015 | $4.3M |
| WMG Financial Advisors, LLC | 1.59% | Reduce -9.1% | 46,186 | $4.2M |
| Decker Retirement Planning Inc. | 1.40% | Add +12.8% | 45,063 | $4.1M |
| Mattern Capital Management, LLC | 0.48% | Add +45.7% | 45,054 | $4.1M |
| Sarver Vrooman Wealth Advisors | 2.45% | Add +1.4% | 44,966 | $4.1M |
| Mendota Financial Group, LLC | 2.54% | Add +44.4% | 44,852 | $4.1M |
| Hudson Oak Wealth Advisory LLC | 3.15% | Add +0.1% | 44,804 | $4.1M |
| Vawter Financial, Ltd. | 1.54% | Add +6.8% | 44,786 | $4.1M |
| Orion Capital Management LLC | 1.23% | Add +11.4% | 43,377 | $4.0M |
| Arsenal Capital Advisors LLC | 2.33% | Add +51.3% | 43,244 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +131.6% | 43,218 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.6% | 42,452 | $3.9M |
| LRI Investments, LLC | 0.31% | No change | 42,375 | $3.9M |
| TCI Wealth Advisors, Inc. | 0.17% | Add +7.8% | 41,919 | $3.8M |
| Frankly Finances, LLC | 3.02% | Reduce -1.4% | 41,894 | $3.8M |
| Legacy Financial Group, Inc. | 0.88% | Add +1.8% | 41,373 | $3.8M |
| Seeds Investor LLC | 0.39% | Add +86.0% | 41,344 | $3.8M |
| Herold Advisors, Inc. | 0.74% | Add +16.2% | 41,231 | $3.8M |
| Plum Street Advisors, LLC | 1.19% | Add +20.1% | 40,871 | $3.7M |
| Midwest Heritage Bank, FSB | 1.06% | Add +1.2% | 40,854 | $3.7M |
| Armbruster Capital Management, Inc. | 0.54% | Reduce -18.3% | 39,958 | $3.6M |
| Keb Asset Management, LLC | 0.59% | Add +17.8% | 39,856 | $3.6M |
| Independent Financial Group, LLC | 0.07% | New | 38,960 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.1% | 38,429 | $3.5M |
| Kane Co Wealth Management, Inc. | 2.65% | Reduce -3.1% | 38,275 | $3.5M |
| Dopkins Wealth Management, LLC | 1.23% | Add +0.2% | 37,151 | $3.4M |
| Guidance Capital, Inc. | 0.72% | Reduce -2.7% | 36,654 | $3.4M |
| Sprinkle Financial Consultants LLC | 1.32% | Add +22.7% | 36,907 | $3.4M |
| Well Done, LLC | 0.45% | Add +7.0% | 36,677 | $3.3M |
| Vannoy Advisory Group, Inc. | 1.86% | Reduce -3.6% | 36,082 | $3.3M |
| Tortoise Investment Management, LLC | 0.24% | Add +4.9% | 36,038 | $3.3M |
| Plancorp, LLC | 0.08% | No change | 35,559 | $3.3M |
| Legacy Edge Advisors, LLC | 0.30% | Add +8.7% | 35,758 | $3.3M |
| Modern Wealth Management, LLC | 0.04% | Reduce -58.8% | 35,371 | $3.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.2% | 35,034 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +37.2% | 34,391 | $3.1M |
| Dana Investment Advisors, Inc. | 0.08% | Add +146.5% | 33,750 | $3.1M |
| Modera Wealth Management, LLC | 0.03% | New | 33,594 | $3.1M |
| Summit Financial Strategies, Inc. | 0.21% | Reduce -8.3% | 33,473 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | — | 33,322 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +52.7% | 33,117 | $3.0M |
| Waterfront Wealth Inc. | 0.45% | Add +944.9% | 31,712 | $2.9M |
| Western Wealth Management, LLC | 0.09% | Add +59.8% | 31,808 | $2.9M |
| Advisory Services Network, LLC | 0.03% | Add +43.8% | 31,595 | $2.9M |
| Cypress Point Wealth Management, LLC | 0.57% | Add +0.0% | 30,797 | $2.8M |
| CAP Partners, LLC | 1.36% | Add +3.4% | 30,481 | $2.8M |
| Curtis Advisory Group, LLC | 0.54% | Add +1.8% | 30,467 | $2.8M |
| Pacific Asset Management, LLC | 1.36% | Add +1.3% | 30,401 | $2.8M |
| LexAurum Advisors, LLC | 0.32% | Add +13.1% | 30,366 | $2.8M |
| IF Advisors, LLC | 1.80% | Add +12.0% | 30,094 | $2.7M |
| Oxford Financial Group, LTD. LLC | 0.14% | No change | 30,000 | $2.7M |
| Equity Wealth Partners, LLC | 0.97% | Add +0.7% | 29,583 | $2.7M |
| Savvy Advisors, Inc. | 0.06% | Add +126.5% | 29,409 | $2.7M |
| Merit Financial Group, LLC | 0.02% | Add +1.9% | 29,172 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 2.22% | Add +128.4% | 28,462 | $2.6M |
| Cloud Capital Management, LLC | 0.95% | Add +10.9% | 28,461 | $2.6M |
| CCG Wealth Management, LLC | 0.59% | Add +15.1% | 27,972 | $2.6M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +4.5% | 27,933 | $2.6M |
| Team Hewins, LLC | 0.69% | Reduce -1.3% | 27,847 | $2.5M |
| Three Arch Wealth Management LLC | 0.39% | No change | 27,764 | $2.5M |
| Prepared Retirement Institute LLC | 1.07% | New | 27,674 | $2.5M |
| GTS Securities LLC | 0.05% | New | 27,280 | $2.5M |
| Nuveen, LLC | 0.00% | New | 26,945 | $2.5M |
| Fortis Group Advisors, LLC | 0.39% | Add +6.4% | 26,468 | $2.4M |
| Forum Financial Management, LP | 0.03% | Add +0.4% | 25,721 | $2.3M |
| Andrews Advisory Associates, LLC | 1.10% | Add +31.3% | 25,104 | $2.3M |
| Layline Advisors, LLC | 2.05% | Add +13.1% | 25,070 | $2.3M |
| Directional Asset Management | 2.18% | Add +10.6% | 25,011 | $2.3M |
| SC&H Financial Advisors, Inc. | 0.30% | Add +0.3% | 25,011 | $2.3M |
| GEM Asset Management, LLC | 0.89% | Add +0.8% | 24,643 | $2.2M |
| Wedmont Private Capital | 0.06% | Add +18.1% | 24,376 | $2.2M |
| United Advisor Group, LLC | 0.23% | New | 23,764 | $2.2M |
| Fifth Third Securities, Inc. | 0.12% | Add +7.5% | 23,383 | $2.1M |
| OneAscent Financial Services LLC | 0.10% | New | 23,121 | $2.1M |
| Parkshore Wealth Management, Inc. | 0.60% | Reduce -2.3% | 23,084 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +60.1% | 23,071 | $2.1M |
| Daybright Advisory Services, Inc. | 0.48% | New | 21,904 | $2.0M |
| BFI Wealth Solutions, LLC | 1.47% | Add +137.1% | 21,706 | $2.0M |
| Parallel Advisors, LLC | 0.03% | Reduce -4.7% | 21,405 | $2.0M |
| Planwiser Financial, LLC | 1.35% | Reduce -0.8% | 21,368 | $1.9M |
| Delta Investment Management, LLC | 0.32% | New | 21,340 | $1.9M |
| Sfm, LLC | 0.97% | New | 20,816 | $1.9M |
| Porter White Investment Advisors, Inc. | 0.71% | Add +272.2% | 20,357 | $1.9M |
| Ruggaard & Associates LLC | 0.67% | Add +0.5% | 20,344 | $1.9M |
| Nwam LLC | 0.09% | Add +22.3% | 20,076 | $1.8M |
| AGH Wealth Advisors, LLC | 1.15% | Add +3.9% | 19,921 | $1.8M |
| Approach Retirement Advisors, LLC | 1.29% | Reduce -1.5% | 19,482 | $1.8M |
| Fort Vancouver Investment Management, LLC | 0.82% | Reduce -0.6% | 19,317 | $1.8M |
| Parsons Capital Management Inc. | 0.08% | New | 18,857 | $1.7M |
| UMB Bank, n.a. | 0.02% | Reduce -1.2% | 18,755 | $1.7M |
| Parkwoods Wealth Partners, LLC | 0.26% | Add +60.2% | 18,016 | $1.6M |
| Evolution Wealth Management Inc. | 0.97% | Add +48.2% | 18,002 | $1.6M |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -1.1% | 17,982 | $1.6M |
| Dixon Fnancial Services, Inc. | 0.66% | No change | 17,964 | $1.6M |
| Vicus Capital | 0.11% | Add +11.9% | 17,888 | $1.6M |
| SeedSafe Financial LLC | 1.16% | No change | 17,693 | $1.6M |
| Camarda Financial Advisors, LLC | 0.49% | Add +2.0% | 17,599 | $1.6M |
| Sapient Capital LLC | 0.02% | Add +1.2% | 17,579 | $1.6M |
| Acropolis Investment Management, LLC | 0.06% | Reduce -0.1% | 17,545 | $1.6M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.4% | 17,366 | $1.6M |
| Northwest Wealth Management, LLC | 0.21% | Reduce -0.9% | 17,313 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.45% | Add +0.8% | 17,124 | $1.6M |
| Freedom Day Solutions, LLC | 0.34% | New | 16,894 | $1.5M |
| Haven Private, LLC | 0.58% | Add +404.7% | 16,775 | $1.5M |
| Betterment LLC | 0.00% | Add +6.9% | 16,588 | $1.5M |
| Towle & Co. | 0.51% | Add +56.6% | 16,555 | $1.5M |
| Vista Investment Partners LLC | 0.38% | Add +1.4% | 16,322 | $1.5M |
| Sylvest Advisors, LLC | 0.67% | New | 16,291 | $1.5M |
| Lam Group, Inc. | 0.73% | Add +4.1% | 16,150 | $1.5M |
| Fund Evaluation Group, LLC | 0.04% | No change | 15,700 | $1.4M |
| Foster Group, Inc. | 0.04% | Reduce -5.7% | 15,613 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.14% | Add +9.9% | 15,539 | $1.4M |
| Comprehensive Financial Planning, Inc. | 0.74% | Add +6.4% | 15,278 | $1.4M |
| Lifetime Wealth Management P.C. | 0.79% | Add +19.9% | 14,613 | $1.3M |
| Tranquility Partners, LLC | 0.45% | Add +10.8% | 14,496 | $1.3M |
| HBW Advisory Services LLC | 0.12% | Add +225.4% | 14,069 | $1.3M |
| Kachkovsky & Fisher, Inc. | 1.22% | — | 13,881 | $1.3M |
| Maimon Wealth Management LTD. | 0.96% | Add +7.6% | 13,650 | $1.2M |
| Advyzon Investment Management, LLC | 0.09% | New | 13,536 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | No change | 13,517 | $1.2M |
| Elevation Wealth Partners, LLC | 0.37% | Reduce -13.0% | 13,490 | $1.2M |
| Truepoint, Inc. | 0.02% | Reduce -65.0% | 13,001 | $1.2M |
| Kelman-Lazarov, Inc. | 0.15% | Add +1.5% | 12,931 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +34.9% | 12,455 | $1.1M |
| Wealth Architects, LLC | 0.09% | No change | 12,272 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +66.4% | 11,608 | $1.1M |
| Eastern Bank | 0.02% | New | 11,294 | $1.0M |
| Platt Wealth Management LLC | 0.83% | New | 11,270 | $1.0M |
| Stegent Equity Advisors, Inc. | 0.73% | Add +67.9% | 11,193 | $1.0M |
| SFG Wealth Management, LLC. | 0.33% | New | 10,200 | $930K |
| Regions Financial Corp. | 0.01% | No change | 9,820 | $896K |
| Clarity Capital Advisors, LLC | 0.37% | Add +0.3% | 9,711 | $886K |
| Accredited Investors Inc. | 0.04% | Reduce -1.2% | 9,568 | $873K |
| Diversified Trust Co. | 0.01% | No change | 9,545 | $871K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 9,529 | $869K |
| Trustmark Bank Trust Department | 0.05% | New | 9,518 | $868K |
| Insigneo Advisory Services, LLC | 0.03% | Add +102.9% | 9,354 | $853K |
| BlackRock, Inc. | 0.00% | Add +171.5% | 9,154 | $835K |
| Diversified Portfolios, Inc. | 0.06% | No change | 8,974 | $819K |
| Principal Securities, Inc. | 0.01% | Add +6.4% | 8,973 | $818K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.0% | 8,898 | $812K |
| Mission Wealth Management, LP | 0.01% | Add +10.0% | 8,707 | $794K |
| Revolve Wealth Partners, LLC | 0.08% | Add +110.4% | 8,648 | $789K |
| Riverchase Wealth Management, LLC | 0.36% | No change | 8,431 | $769K |
| Crosspoint Financial, LLC | 1.74% | New | 8,341 | $761K |
| Abacus Planning Group, Inc. | 0.09% | New | 8,323 | $759K |
| Bank of Montreal | 0.00% | Add +321.0% | 8,247 | $752K |
| Legacy Capital Wealth Partners, LLC | 0.14% | No change | 8,136 | $742K |
| Insight Wealth Partners, LLC | 0.10% | New | 8,038 | $733K |
| CWA Asset Management Group, LLC | 0.02% | Add +4.3% | 7,993 | $729K |
| Disciplined Investments, LLC | 0.23% | Add +5.9% | 7,963 | $726K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -21.4% | 7,915 | $722K |
| West Wealth Group, LLC | 0.12% | Add +0.3% | 7,903 | $721K |
| Fiduciary Advisors, Inc. | 0.48% | Add +0.3% | 7,757 | $708K |
| Arbor Wealth Advisors LLC | 0.43% | Add +10.2% | 7,735 | $706K |
| QRG Capital Management, Inc. | 0.01% | Add +26.7% | 7,654 | $698K |
| Uptick Partners, LLC | 0.11% | New | 7,593 | $693K |
| Foundry Financial LLC | 0.23% | Add +42.6% | 7,493 | $683K |
| Wealth Alliance, LLC | 0.06% | New | 7,365 | $672K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +17.2% | 7,341 | $670K |
| Evanson Financial, LLC | 0.03% | — | 7,297 | $666K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +65.1% | 7,261 | $662K |
| Level Financial Advisors | 0.15% | Add +3.2% | 7,256 | $662K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.12% | Add +0.2% | 6,720 | $613K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -2.7% | 6,641 | $606K |
| Zhang Financial LLC | 0.02% | No change | 6,512 | $594K |
| Renaissance Technologies | 0.00% | Reduce -78.2% | 6,500 | $593K |
| Traphagen Investment Advisors LLC | 0.04% | No change | 6,315 | $576K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +56.9% | 6,277 | $574K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -5.4% | 6,283 | $573K |
| Andrews, Lucia Wealth Management LLC | 0.30% | Add +5.1% | 6,228 | $568K |
| BIP Wealth, LLC | 0.02% | Add +25.8% | 6,148 | $561K |
| PFG Investments, LLC | 0.02% | Add +10.6% | 6,132 | $559K |
| PlanVest Financial, Inc | 0.37% | Add +12.9% | 6,056 | $552K |
| Gentry Private Wealth, LLC | 0.28% | Add +0.0% | 6,016 | $549K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.1% | 5,958 | $543K |
| E6 Portfolios, LLC | 0.43% | New | 5,943 | $542K |
| First Trust Advisors LP | 0.00% | New | 5,868 | $535K |
| Magnolia Private Wealth, LLC | 0.29% | Reduce -0.5% | 5,765 | $526K |
| Bokf, NA | 0.01% | Add +137.9% | 5,693 | $519K |
| Financial Plan, Inc. | 0.05% | No change | 5,643 | $515K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +10.3% | 5,559 | $507K |
| Mainsail Asset Management, LLC | 0.20% | Reduce -10.0% | 5,489 | $503K |
| Smithfield Trust Co | 0.02% | No change | 5,413 | $494K |
| Redwood Park Advisors LLC | 0.35% | Add +0.3% | 5,363 | $489K |
| Northwest Financial Advisors | 0.06% | Reduce -18.3% | 5,184 | $473K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,860 | $472K |
| Moneco Advisors, LLC | 0.03% | New | 5,101 | $465K |
| Morey & Quinn Wealth Partners, LLC | 0.30% | Reduce -10.7% | 5,075 | $463K |
| Fiduciary Wealth Partners, LLC | 0.25% | No change | 5,044 | $460K |
| Freestate Advisors LLC | 0.34% | New | 5,033 | $459K |
| Altiora Financial Group, LLC | 0.07% | No change | 4,890 | $446K |
| FSA Advisors, Inc. | 0.20% | New | 4,879 | $445K |
| May Hill Capital, LLC | 0.09% | Add +0.3% | 4,817 | $439K |
| Sensenig Capital Advisors, Inc | 0.40% | Reduce -5.8% | 4,814 | $439K |
| Jacobi Capital Management LLC | 0.02% | Reduce -4.2% | 4,659 | $425K |
| Meridian Wealth Advisors, LLC | 0.05% | Add +26.5% | 4,610 | $420K |
| Cerity Partners Retirement Plan Advisors LLC | 0.17% | New | 4,593 | $419K |
| Mayfair Advisory Group, LLC | 0.12% | Add +17.2% | 4,482 | $413K |
| James J. Burns & Company, LLC | 0.04% | Add +0.3% | 4,486 | $409K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 4,447 | $406K |
| Canvas Wealth Advisors, LLC | 0.06% | Add +1.2% | 4,421 | $403K |
| Coquina Private Wealth LLC | 0.27% | Add +0.2% | 4,391 | $400K |
| Lutz Financial Services LLC | 0.02% | Reduce -3.3% | 4,376 | $399K |
| CGN Advisors LLC | 0.03% | No change | 4,320 | $394K |
| Paul R. Ried Financial Group, LLC | 0.17% | Add +11.0% | 4,231 | $386K |
| Private Trust Co. NA | 0.03% | Reduce -53.2% | 4,202 | $383K |
| Cordgrass Capital Advisors, LLC | 0.14% | New | 4,188 | $382K |
| Oak Wealth Advisors LLC | 0.18% | No change | 4,084 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,019 | $367K |
| Hurley Capital, LLC | 0.19% | Add +9.0% | 4,004 | $365K |
| Gradient Capital Advisors, LLC | 0.08% | Add +1.8% | 3,963 | $361K |
| Cibc World Market Inc. | 0.00% | New | 3,955 | $361K |
| Ferguson Johnson Wealth Management Inc | 0.26% | Add +1.2% | 3,949 | $360K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,870 | $353K |
| William Howard & Co Financial Advisors Inc | 0.27% | Add +0.3% | 3,793 | $346K |
| Cahill Financial Advisors Inc. | 0.03% | New | 3,785 | $345K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 3,781 | $345K |
| Root Financial Partners, LLC | 0.01% | Reduce -13.8% | 3,646 | $333K |
| Acorn Creek Capital LLC | 0.11% | Reduce -9.1% | 3,606 | $329K |
| Titleist Asset Management, LLC | 0.02% | Add +0.1% | 3,564 | $325K |
| Earned Wealth Advisors, LLC | 0.02% | No change | 3,536 | $323K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,536 | $322K |
| Atwood & Palmer Inc. | 0.02% | Add +0.1% | 3,530 | $322K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,507 | $320K |
| Harbour Investments, Inc. | 0.00% | Add +45.4% | 3,503 | $320K |
| PFG Advisors | 0.02% | No change | 3,502 | $319K |
| D.A. Davidson & Co. | 0.00% | No change | 3,500 | $319K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 3,484 | $318K |
| Dogwood Wealth Management LLC | 0.12% | No change | 3,396 | $310K |
| Baker Boyer National Bank | 0.08% | New | 3,385 | $309K |
| Lloyd Advisory Services, LLC. | 0.11% | Add +530.0% | 3,251 | $297K |
| Axis Wealth Partners, LLC | 0.14% | New | 3,251 | $297K |
| Murphy Pohlad Asset Management LLC | 0.10% | New | 3,215 | $293K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,191 | $291K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +3.6% | 3,104 | $283K |
| NovaPoint Capital, LLC | 0.06% | New | 3,087 | $282K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -22.9% | 3,073 | $280K |
| Angeles Wealth Management, LLC | 0.01% | New | 3,071 | $280K |
| Stordahl Capital Management, Inc. | 0.05% | No change | 2,999 | $274K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 2,980 | $272K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,974 | $271K |
| Brickley Wealth Management | 0.04% | No change | 2,968 | $271K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -97.4% | 2,966 | $271K |
| Fortis Capital Management LLC | 0.03% | No change | 2,901 | $265K |
| Creative Capital Management Investments LLC | 0.06% | No change | 2,875 | $262K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,845 | $259K |
| Assetmark, Inc. | 0.00% | Add +30.4% | 2,800 | $255K |
| Cogent Private Wealth, Inc. | 0.16% | No change | 2,788 | $254K |
| FMB Wealth Management | 0.09% | Add +1.4% | 2,767 | $252K |
| Members Wealth LLC | 0.14% | Reduce -31.6% | 2,738 | $250K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | No change | 2,655 | $242K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 2,605 | $238K |
| Truist Financial Corp. | 0.00% | Reduce -2.1% | 2,571 | $234K |
| MAI Capital Management | 0.00% | Add +62.2% | 2,551 | $233K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,524 | $230K |
| Lido Advisors, LLC | 0.00% | New | 2,410 | $220K |
| Inspire Advisors, LLC | 0.02% | New | 2,394 | $218K |
| Winebrenner Capital Management LLC | 0.13% | New | 2,385 | $218K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 2,289 | $209K |
| Synergy Asset Management, LLC | 0.02% | New | 2,270 | $207K |
| Connable Office Inc. | 0.02% | New | 2,266 | $207K |
| Navigate Wealth Management, LLC | 0.13% | New | 2,249 | $206K |
| ARK & TLK Investments, LLC | 0.05% | New | 2,243 | $205K |
| Highland Financial Advisors, LLC | 0.04% | New | 2,238 | $204K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 2,145 | $196K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.4% | 2,083 | $190K |
| Clearstead Advisors, LLC | 0.00% | Reduce -52.1% | 1,967 | $179K |
| Aventura Private Wealth, LLC | 0.05% | Add +76.5% | 1,949 | $178K |
| Allworth Financial LP | 0.00% | Add +47.5% | 1,901 | $173K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,756 | $160K |
| Salem Investment Counselors Inc. | 0.00% | Add +4172.2% | 1,538 | $140K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,533 | $140K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,435 | $131K |
| Arlington Trust Co LLC | 0.01% | New | 1,366 | $125K |
| Glassman Wealth Services | 0.01% | New | 1,301 | $119K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.1% | 1,261 | $115K |
| Delta Asset Management LLC | 0.01% | Reduce -17.4% | 1,190 | $109K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.4% | 1,168 | $107K |
| Spire Wealth Management | 0.00% | Reduce -81.9% | 1,106 | $101K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,017 | $93K |
| Mather Group, Llc. | 0.00% | No change | 925 | $84K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 679 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.4% | 673 | $61K |
| IFG Advisory, LLC | 0.00% | New | 667 | $61K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -13.2% | 610 | $56K |
| Albion Financial Group | 0.00% | New | 607 | $55K |
| Addison Advisors LLC | 0.03% | No change | 600 | $55K |
| CENTRAL TRUST Co | 0.00% | No change | 577 | $53K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 569 | $52K |
| GoalVest Advisory LLC | 0.01% | Reduce -19.9% | 567 | $52K |
| Collier Financial | 0.03% | New | 550 | $50K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 523 | $48K |
| Vanguard Advisers Inc. | 0.00% | Add +5.7% | 521 | $48K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.4% | 518 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.8% | 464 | $42K |
| Robinswood Financial LLC | 0.01% | No change | 450 | $41K |
| Community Bank, N.A. | 0.00% | No change | 441 | $40K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 424 | $39K |
| Napier Financial, LLC | 0.01% | Add +0.3% | 408 | $37K |
| Timmons Wealth Management, LLC | 0.03% | New | 400 | $36K |
| Regatta Research & Money Management | 0.03% | — | 318 | $29K |
| Oakmont Advisory Group, LLC | 0.02% | New | 293 | $27K |
| Financial Perspectives, Inc | 0.01% | New | 267 | $24K |
| Allied Private Wealth LLC | 0.02% | — | 262 | $24K |
| Zions Bancorporation, National Association | 0.00% | New | 260 | $24K |
| Family Capital Trust Co | 0.01% | No change | 247 | $23K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 220 | $20K |
| Cetera Trust Company, N.A | 0.01% | No change | 200 | $18K |
| Trust Co. of Vermont | 0.00% | — | 196 | $18K |
| Catherine Avery Investment Management LLC | 0.01% | New | 180 | $16K |
| Johnson Financial Group, Inc. | 0.00% | New | 178 | $16K |
| Realta Investment Advisors | 0.00% | No change | 139 | $13K |
| Pacifica Partners Inc. | 0.00% | No change | 135 | $12K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 120 | $11K |
| Key Financial Inc | 0.00% | New | 120 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 119 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 110 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 102 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 94 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 94 | $9K |
| FWL Investment Management, LLC | 0.00% | No change | 89 | $8K |
| Bogart Wealth, LLC | 0.00% | New | 76 | $7K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 69 | $6K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 59 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | New | 54 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 48 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -64.2% | 43 | $4K |
| Golden State Wealth Management, LLC | 0.00% | New | 32 | $3K |
| Signaturefd, LLC | 0.00% | Add +3100.0% | 32 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 27 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 25 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 20 | $2K |
| NFSG Corp | 0.00% | New | 20 | $2K |
| SWAN Capital LLC | 0.00% | New | 17 | $2K |
| Birchwood Financial Partners, Inc. | 0.00% | New | 15 | $1K |
| Glenmede Trust Co. NA | 0.00% | New | 11 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $921 |
"% of holder's portfolio" is AVLV's weight in each manager's 13F, not the share of Avantis US Large Cap Value the manager owns.