Avantis U.S. Equity ETFAVUSETF
13F holders, Q4 2025 (December 31)521holders +38
30new positions
25sold out
3famous investors
$76.50avg. 13F price*
At the end of Q4 2025, 521 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 38 from Q3 2025. 30 opened new positions and 25 sold out. The largest holders were HB Wealth Management, LLC ($586.7M), American Century Companies Inc. ($425.9M) and Oak Root LLC ($324.8M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $84.4M |
| Exits | 25 | $88.6M |
All 13F filers, Q3 2025 → Q4 2025: 4,893,994 shares bought and 2,284,488 shares sold, net +2,609,506 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 521 holders
| HB Wealth Management, LLC | 3.81% | Add +10.2% | 5,248,830 | $586.7M |
| American Century Companies Inc. | 0.21% | Add +6.7% | 3,810,384 | $425.9M |
| Oak Root LLC | 39.27% | Reduce -4.2% | 2,905,949 | $324.8M |
| Annex Advisory Services, LLC | 5.26% | Reduce -5.9% | 2,464,437 | $275.5M |
| LPL Financial LLC | 0.07% | Add +0.1% | 2,313,333 | $258.6M |
| Focus Partners Wealth | 0.25% | Add +2.7% | 1,979,602 | $221.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.9% | 1,684,681 | $188.3M |
| HighTower Advisors, LLC | 0.20% | Add +1.1% | 1,676,917 | $187.4M |
| Financial Plan, Inc. | 17.14% | — | 1,335,641 | $149.3M |
| Traphagen Investment Advisors LLC | 11.53% | Add +1.6% | 1,253,450 | $140.1M |
| Quantum Financial Advisors, LLC | 15.48% | Add +3.6% | 1,233,508 | $137.9M |
| Corient Private Wealth LP | 0.17% | Add +27.3% | 1,135,183 | $126.9M |
| Great Point Wealth Advisors, LLC | 22.90% | Reduce -0.3% | 1,122,278 | $125.4M |
| Beacon Pointe Advisors, LLC | 0.87% | Add +1.3% | 1,113,464 | $124.5M |
| Commonwealth Equity Services, LLC | 0.17% | Add +1.1% | 1,108,221 | $123.9M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -10.4% | 1,015,677 | $113.5M |
| Modera Wealth Management, LLC | 1.29% | Reduce -3.7% | 994,213 | $111.1M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 994,121 | $111.1M |
| Creative Planning | 0.08% | Reduce -3.4% | 984,914 | $110.1M |
| RVW Wealth, LLC | 7.02% | Reduce -0.6% | 821,848 | $91.9M |
| B&D White Capital Company, LLC | 9.72% | Add +35.6% | 750,556 | $83.9M |
| Park Avenue Securities LLC | 0.69% | Add +9.4% | 727,765 | $81.3M |
| Bridgewater Advisors Inc. | 5.21% | Add +8.2% | 700,712 | $80.3M |
| Bank of New York Mellon Corp | 0.01% | Add +10.2% | 704,499 | $78.7M |
| Simplicity Wealth,LLC | 4.66% | Add +3.3% | 698,955 | $78.1M |
| McLean Asset Management Corp | 13.90% | Add +41.6% | 677,180 | $77.6M |
| BCR Wealth Strategies, LLC | 25.24% | Reduce -0.1% | 680,882 | $76.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 661,818 | $74.0M |
| Cresset Asset Management, LLC | 0.31% | Add +5.2% | 647,098 | $72.3M |
| SC&H Financial Advisors, Inc. | 10.86% | Reduce -1.6% | 627,798 | $70.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.1% | 601,966 | $69.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -13.7% | 616,308 | $68.9M |
| Rockwood Wealth Management, LLC | 4.80% | Reduce -1.2% | 575,849 | $64.4M |
| Caliber Wealth Management, LLC / KS | 6.81% | Add +9.3% | 565,860 | $63.3M |
| Plancorp, LLC | 1.76% | Reduce -0.3% | 521,963 | $58.3M |
| McGlone Suttner Wealth Management, Inc. | 7.75% | Add +2.3% | 515,580 | $57.6M |
| WMG Financial Advisors, LLC | 23.12% | Reduce -0.3% | 501,994 | $56.1M |
| Cetera Investment Advisers | 0.06% | Add +34.3% | 501,320 | $56.0M |
| Accredited Investor Services, LLC | 36.46% | Add +1.4% | 492,255 | $55.0M |
| CPC Advisors, LLC | 5.51% | Add +1.4% | 488,010 | $54.5M |
| OneDigital Investment Advisors LLC | 0.53% | Reduce -3.6% | 487,973 | $54.5M |
| Leo Wealth, LLC | 3.92% | Add +81.0% | 483,817 | $54.1M |
| Strategic Blueprint, LLC | 3.08% | Reduce -0.1% | 465,389 | $52.0M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 457,495 | $51.1M |
| Disciplina Capital Management LLC | 5.62% | Add +0.5% | 438,915 | $49.1M |
| Red Lighthouse Investment Management, LLC | 17.17% | Add +0.6% | 429,120 | $48.0M |
| Awm Capital, LLC | 4.35% | Add +0.1% | 429,029 | $48.0M |
| WCG Wealth Advisors LLC | 1.34% | Add +3.9% | 428,096 | $47.9M |
| World Investment Advisors | 0.76% | Add +7.4% | 413,937 | $46.3M |
| Waverly Advisors, LLC | 0.36% | Reduce -1.2% | 400,195 | $44.7M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.59% | Add +98.5% | 390,002 | $44.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +47.6% | 390,100 | $43.6M |
| Raffa Wealth Management, LLC | 6.67% | Add +5.0% | 388,205 | $43.4M |
| Savant Capital, LLC | 0.25% | Add +63.3% | 387,772 | $43.3M |
| Geometric Wealth Advisors | 5.55% | Reduce -0.6% | 386,244 | $43.2M |
| Glenview Trust Co | 0.64% | Add +51.3% | 371,188 | $41.5M |
| Mattern Wealth Management LLC | 7.83% | Add +2.6% | 363,928 | $40.7M |
| BSW Wealth Partners | 4.87% | Reduce -5.1% | 363,168 | $40.6M |
| Tortoise Investment Management, LLC | 3.53% | Add +4.5% | 359,435 | $40.2M |
| Vestmark Advisory Solutions, Inc. | 0.53% | Add +14.3% | 353,156 | $39.5M |
| Legacy Financial Group, Inc. | 10.27% | Add +6.5% | 350,459 | $39.2M |
| Indivisible Partners | 4.21% | — | 347,707 | $38.9M |
| Arcadia Wealth Management, Inc. | 21.50% | Add +5.8% | 335,379 | $37.5M |
| MML Investors Services, LLC | 0.09% | Add +9.6% | 334,652 | $37.4M |
| Retirement Financial Solutions, LLC | 10.90% | New | 333,192 | $37.2M |
| Align Financial, LLC | 20.88% | — | 36,006,016 | $36.0M |
| JRM Investment Counsel, LLC | 10.48% | Add +0.3% | 321,496 | $35.9M |
| Tandemgrowth Financial Advisors LLC | 30.45% | — | 312,044 | $34.9M |
| Highland Financial Advisors, LLC | 9.61% | Add +1.0% | 310,056 | $34.7M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Add +50.2% | 306,043 | $34.2M |
| Gradient Investments LLC | 0.53% | Add +57.9% | 298,812 | $33.4M |
| Hutchens & Kramer Investment Management Group, LLC | 10.66% | Add +48.8% | 276,001 | $30.9M |
| Signature Resources Capital Management, LLC | 15.35% | Add +5.6% | 271,612 | $30.4M |
| Continuum Wealth Advisors, LLC | 11.70% | Add +1.2% | 270,853 | $30.3M |
| WorthPointe, LLC | 7.91% | Add +2.2% | 269,325 | $30.1M |
| CVA Family Office, LLC | 3.36% | Add +51.8% | 261,060 | $29.2M |
| Websterrogers Financial Advisors, LLC | 8.26% | Reduce -1.3% | 254,660 | $28.5M |
| Burton Enright Welch | 3.95% | Reduce -0.6% | 251,058 | $28.1M |
| Divergent Planning, LLC | 6.96% | Add +1.9% | 242,241 | $27.3M |
| Sensenig Capital Advisors, Inc | 27.55% | — | 242,545 | $27.1M |
| HTG Investment Advisors, Inc. | 8.28% | Add +13.8% | 241,223 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 240,683 | $26.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.6% | 230,031 | $25.7M |
| Chicago Partners Investment Group LLC | 0.62% | Add +1.0% | 218,141 | $25.1M |
| Zhang Financial LLC | 0.89% | Add +38.5% | 212,973 | $23.8M |
| Oak Wealth Advisors LLC | 13.58% | Add +0.6% | 211,589 | $23.7M |
| Osaic Holdings, Inc. | 0.03% | Add +19.1% | 211,555 | $23.7M |
| Trellis Wealth Advisors LLC | 9.01% | Reduce -4.6% | 206,191 | $23.0M |
| Torren Management, LLC | 11.14% | — | 195,181 | $21.8M |
| Greenspring Advisors, LLC | 1.33% | Add +12.6% | 194,101 | $21.7M |
| Passive Capital Management, LLC. | 6.58% | Add +0.4% | 188,161 | $21.0M |
| Freedom Financial Partners LLC | 7.43% | Reduce -9.4% | 182,744 | $20.4M |
| Tanager Wealth Management LLP | 2.02% | Reduce -6.1% | 181,298 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 179,016 | $20.0M |
| Cardiff Park Advisors, LLC | 1.63% | Reduce -1.0% | 176,978 | $19.8M |
| Apella Capital, LLC | 0.38% | Add +1.7% | 173,402 | $19.4M |
| Trace Wealth Advisors, LLC | 13.28% | Add +0.1% | 164,495 | $18.4M |
| Acropolis Investment Management, LLC | 0.82% | Add +2.3% | 163,813 | $18.3M |
| Mariner, LLC | 0.02% | Reduce -50.9% | 162,068 | $18.1M |
| Arq Wealth Advisors, LLC | 4.87% | Add +10.9% | 161,471 | $18.0M |
| Allworth Financial LP | 0.07% | Reduce -4.1% | 160,451 | $17.9M |
| Acorn Financial Advisory Services Inc. | 2.62% | Reduce -2.2% | 158,828 | $17.8M |
| Trajan Wealth LLC | 0.72% | Reduce -1.8% | 154,589 | $17.3M |
| FMB Wealth Management | 6.71% | Add +5.5% | 152,105 | $17.0M |
| REDW Wealth LLC | 6.27% | Reduce -8.5% | 147,213 | $16.5M |
| CoreCap Advisors, LLC | 0.57% | Add +26.5% | 146,678 | $16.4M |
| Wells Fargo & Company | 0.00% | Reduce -5.1% | 145,966 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 145,131 | $16.2M |
| MCF Advisors LLC | 0.88% | New | 143,153 | $16.0M |
| Foundations Investment Advisors, LLC | 0.20% | Reduce -0.8% | 134,182 | $15.0M |
| Flagstone Financial Management | 3.83% | Add +1.2% | 133,728 | $14.9M |
| McCartney Wealth Management LLC | 12.56% | — | 130,194 | $14.6M |
| Fonville Wealth Management LLC | 2.96% | Add +6.0% | 129,369 | $14.5M |
| Grand Wealth Management, LLC | 6.55% | Reduce -0.7% | 129,303 | $14.5M |
| Planwiser Financial, LLC | 10.74% | Add +2.6% | 125,165 | $14.3M |
| Orion Capital Management LLC | 4.83% | Add +0.4% | 127,912 | $14.3M |
| My Personal CFO, LLC | 5.78% | New | 123,990 | $13.9M |
| Kwmg, LLC | 1.19% | Add +1.3% | 123,326 | $13.8M |
| Sax Wealth Advisors, LLC | 0.64% | Reduce -2.2% | 121,707 | $13.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.3% | 120,102 | $13.4M |
| Axxcess Wealth Management, LLC | 0.24% | Add +27.8% | 119,670 | $13.4M |
| Anderson Hoagland & Co. | 1.13% | Add +1.6% | 117,917 | $13.2M |
| Gateway Wealth Partners, LLC | 1.47% | Add +1.8% | 117,913 | $13.2M |
| Family Office Research LLC | 5.14% | Reduce -0.6% | 111,405 | $12.6M |
| SJS Investment Consulting Inc. | 1.55% | Reduce -0.4% | 109,596 | $12.3M |
| Madrid Wealth Management, LLC | 9.88% | — | 108,906 | $12.2M |
| Clarity Capital Advisors, LLC | 5.99% | Reduce -3.4% | 107,178 | $12.0M |
| Magnolia Private Wealth, LLC | 8.21% | Reduce -54.9% | 105,108 | $11.7M |
| Wilkerson Advisory Group LLC | 4.07% | — | 103,317 | $11.5M |
| Bull Oak Capital, LLC | 4.69% | Reduce -0.8% | 102,675 | $11.5M |
| Wheels Up Wealth, Inc. | 10.30% | — | 98,957 | $11.1M |
| Generations Wealth, LLC | 11.07% | — | 96,792 | $10.8M |
| marrick wealth, LLC | 8.78% | — | 95,917 | $10.7M |
| Annandale Capital, LLC | 1.73% | No change | 94,819 | $10.6M |
| Wedmont Private Capital | 0.36% | Add +0.0% | 91,700 | $10.4M |
| Meredith Wealth Planning | 2.98% | Reduce -2.4% | 89,620 | $10.0M |
| Outbound Financial Inc | 7.66% | Reduce -0.5% | 88,040 | $9.8M |
| Parkshore Wealth Management, Inc. | 3.63% | Reduce -1.2% | 86,498 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.50% | Add +13.2% | 85,929 | $9.6M |
| IHT Wealth Management, LLC | 0.22% | Reduce -9.9% | 82,034 | $9.2M |
| Lantern Wealth Advisors, LLC | 4.87% | Reduce -6.8% | 82,028 | $9.2M |
| Atlas Wealth LLC | 3.63% | Add +6.4% | 81,630 | $9.1M |
| LRI Investments, LLC | 0.73% | No change | 80,884 | $9.0M |
| Echo Wealth Management, LLC | 5.26% | Reduce -14.7% | 80,561 | $9.0M |
| Heirloom Wealth Management | 2.08% | Add +10.4% | 80,347 | $9.0M |
| Herold Advisors, Inc. | 2.00% | Add +7.9% | 80,220 | $9.0M |
| Northwest Wealth Management, LLC | 1.40% | Reduce -2.9% | 79,440 | $8.9M |
| Sage Rhino Capital LLC | 1.67% | Reduce -3.0% | 78,893 | $8.8M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -1.7% | 78,165 | $8.7M |
| Kestra Investment Management, LLC | 0.21% | Add +15.8% | 76,862 | $8.6M |
| Financial Symmetry Inc | 3.45% | Reduce -0.9% | 75,778 | $8.5M |
| Lakeridge Wealth Management LLC | 3.83% | Reduce -6.1% | 75,363 | $8.4M |
| Sollinda Capital Management LLC | 2.13% | Add +14.5% | 74,511 | $8.3M |
| Quantinno Capital Management LP | 0.02% | Add +227.9% | 74,168 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.38% | Add +0.5% | 72,755 | $8.1M |
| Private Advisor Group, LLC | 0.04% | Add +1.6% | 72,362 | $8.1M |
| Endeavor Private Wealth, Inc. | 2.31% | Reduce -14.7% | 72,078 | $8.1M |
| Bayshore Asset Management, LLC | 3.26% | Reduce -0.1% | 71,409 | $8.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -5.0% | 70,831 | $7.9M |
| Betterment LLC | 0.01% | Add +1.8% | 70,160 | $7.8M |
| Vannoy Advisory Group, Inc. | 4.97% | No change | 70,142 | $7.8M |
| VestGen Advisors, LLC | 0.33% | Add +9.7% | 69,668 | $7.8M |
| Curio Wealth, LLC | 2.67% | Add +0.8% | 66,630 | $7.5M |
| Ehrlich Financial Group | 4.19% | Add +5.2% | 65,831 | $7.4M |
| Buttonwood Financial Group, LLC | 3.88% | Reduce -19.0% | 63,486 | $7.3M |
| Versant Capital Management, Inc | 0.91% | Add +0.6% | 65,228 | $7.3M |
| Auxano Advisors, LLC | 1.43% | Reduce -4.1% | 64,948 | $7.3M |
| MN Wealth Advisors, LLC | 3.66% | Add +0.0% | 64,782 | $7.2M |
| Sterneck Capital Management, LLC | 3.21% | Add +18.3% | 63,751 | $7.1M |
| SOL Capital Management CO | 0.64% | Reduce -25.2% | 63,680 | $7.1M |
| UBS Group AG | 0.00% | Reduce -9.9% | 63,523 | $7.1M |
| Integrity Investment Advisors, LLC | 3.89% | Add +2.2% | 63,155 | $7.1M |
| Symmetry Partners, LLC | 0.42% | Reduce -8.2% | 62,773 | $7.0M |
| Cloud Capital Management, LLC | 3.28% | Add +6.4% | 62,198 | $7.0M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +8.2% | 62,117 | $6.9M |
| Ariadne Wealth Management, LP | 2.86% | Reduce -1.6% | 59,930 | $6.9M |
| Brio Consultants, LLC | 0.89% | Reduce -2.4% | 61,301 | $6.9M |
| Arax Advisory Partners | 0.20% | Reduce -51.0% | 60,702 | $6.8M |
| Visionary Horizons, LLC | 3.46% | Add +6.0% | 59,894 | $6.7M |
| Quarry Hill Advisors, LLC | 3.10% | Add +4.8% | 59,705 | $6.7M |
| ARK & TLK Investments, LLC | 1.82% | Add +49.7% | 59,058 | $6.6M |
| SFG Wealth Management, LLC. | 2.51% | Reduce -0.6% | 57,081 | $6.4M |
| Approach Retirement Advisors, LLC | 5.42% | — | 56,317 | $6.3M |
| Ridgeline Wealth, LLC | 4.28% | Add +8.1% | 55,212 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.6% | 55,090 | $6.2M |
| Morling Financial Advisors, LLC | 1.92% | Reduce -1.0% | 54,497 | $6.1M |
| AlphaCore Capital LLC | 0.14% | Reduce -15.4% | 53,850 | $6.0M |
| Prosperity Planning, Inc. | 2.14% | Add +6.7% | 51,580 | $5.8M |
| Gotham Asset Management | 0.02% | No change | 50,500 | $5.6M |
| Cypress Point Wealth Management, LLC | 1.22% | Reduce -7.0% | 50,025 | $5.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.14% | Add +0.5% | 49,483 | $5.5M |
| Eaton-Cambridge Inc. | 1.81% | Reduce -0.9% | 49,455 | $5.5M |
| Jones Financial Companies LLLP | 0.00% | Add +38.0% | 47,410 | $5.3M |
| Mattson Financial Services, LLC | 1.23% | Add +34.3% | 46,968 | $5.3M |
| AQR Capital Management | 0.00% | Add +82.5% | 46,426 | $5.2M |
| Lane Brothers & Co. Inc. | 3.73% | — | 46,174 | $5.2M |
| L & S Advisors Inc | 0.52% | Add +0.1% | 45,777 | $5.1M |
| Summit Wealth Partners, LLC | 0.94% | Reduce -7.8% | 45,614 | $5.1M |
| Integrity Wealth Solutions LLC | 2.00% | Add +2.3% | 45,167 | $5.0M |
| BLVD Private Wealth, LLC | 4.27% | Reduce -2.5% | 43,870 | $4.9M |
| Bannerman Wealth Management Group, LLC | 3.35% | Reduce -10.3% | 42,309 | $4.7M |
| North Ridge Wealth Advisors, Inc. | 2.60% | Reduce -1.6% | 41,575 | $4.6M |
| Fielder Capital Group LLC | 0.98% | Reduce -2.1% | 41,228 | $4.6M |
| True Wealth Design, LLC | 1.34% | Reduce -5.0% | 40,811 | $4.6M |
| Tillman Hartley LLC | 1.12% | No change | 39,799 | $4.4M |
| KWB Wealth | 0.40% | Add +4.4% | 37,588 | $4.2M |
| Holcombe Financial, Inc. | 2.61% | Reduce -15.4% | 37,154 | $4.2M |
| Physician Wealth Solutions Inc. | 1.75% | Add +0.3% | 36,970 | $4.1M |
| Riverchase Wealth Management, LLC | 2.24% | Add +16.9% | 36,891 | $4.1M |
| Ruedi Wealth Management, Inc. | 1.04% | Reduce -1.1% | 35,572 | $4.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +90.7% | 35,522 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 35,185 | $3.9M |
| Canvas Wealth Advisors, LLC | 0.66% | Reduce -2.1% | 34,740 | $3.9M |
| Ares Financial Consulting, LLC | 3.63% | — | 34,124 | $3.8M |
| Fifth Third Securities, Inc. | 0.25% | Add +8.3% | 33,679 | $3.8M |
| Triune Financial Partners, LLC | 0.88% | Reduce -4.6% | 32,534 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +4.3% | 33,236 | $3.7M |
| Forum Financial Management, LP | 0.05% | Reduce -9.6% | 32,231 | $3.6M |
| Cogent Private Wealth, Inc. | 2.63% | — | 30,865 | $3.5M |
| J. Team Financial, Inc. | 3.40% | Reduce -47.6% | 30,464 | $3.4M |
| SageView Advisory Group, LLC | 0.11% | Reduce -0.2% | 30,024 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -3.4% | 29,988 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 29,684 | $3.3M |
| Elevation Wealth Partners, LLC | 1.15% | Reduce -1.7% | 29,165 | $3.3M |
| Vicus Capital | 0.24% | Add +0.6% | 29,037 | $3.2M |
| Silverlake Wealth Management LLC | 0.72% | Add +1.2% | 28,774 | $3.2M |
| Silver Oak Securities, Incorporated | 0.22% | Reduce -5.4% | 28,495 | $3.2M |
| Voisard Asset Management Group, Inc. | 0.69% | Add +5.1% | 28,717 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +4.4% | 28,387 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.57% | Add +21.6% | 28,251 | $3.2M |
| Bison Wealth, LLC | 0.35% | New | 28,141 | $3.1M |
| Correct Capital Wealth Management | 0.57% | Add +58.6% | 26,898 | $3.0M |
| Maimon Wealth Management LTD. | 2.78% | — | 26,772 | $3.0M |
| RAM Investment Partners, LLC | 0.54% | Reduce -0.2% | 26,710 | $3.0M |
| Altar Rock LLC | 3.57% | — | 26,681 | $3.0M |
| Clear Harbor Asset Management, LLC | 0.20% | Add +4.5% | 26,275 | $2.9M |
| Modern Wealth Management, LLC | 0.05% | Add +5.5% | 26,217 | $2.9M |
| Global Retirement Partners, LLC | 0.05% | Add +8.3% | 26,027 | $2.9M |
| Valued Wealth Advisors LLC | 1.24% | Reduce -1.1% | 25,199 | $2.8M |
| Smartleaf Asset Management LLC | 0.10% | Add +1853.1% | 24,531 | $2.8M |
| Burk Holdings LLC | 1.31% | Reduce -4.6% | 24,492 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Add +7.0% | 24,458 | $2.7M |
| Vista Investment Partners LLC | 0.72% | Add +1.3% | 24,402 | $2.7M |
| Earned Wealth Advisors, LLC | 0.18% | Reduce -1.3% | 23,282 | $2.6M |
| Facet Wealth, Inc. | 0.04% | Reduce -1.4% | 21,783 | $2.5M |
| Invariant Investment Management | 1.61% | — | 21,886 | $2.5M |
| Morris Financial Concepts, Inc. | 0.87% | Reduce -11.6% | 22,117 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 21,484 | $2.4M |
| Private Wealth Management Group, LLC | 0.62% | Add +0.6% | 20,826 | $2.3M |
| Sunpointe, LLC | 0.76% | Reduce -2.0% | 20,397 | $2.3M |
| Life Planning Partners, Inc | 1.73% | Reduce -26.4% | 20,169 | $2.3M |
| Certified Advisory Corp | 0.20% | Reduce -9.4% | 19,669 | $2.2M |
| XY Planning Network, Inc. | 0.38% | Reduce -4.3% | 19,434 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 19,189 | $2.1M |
| Kane Co Wealth Management, Inc. | 1.89% | — | 19,128 | $2.1M |
| Magnus Financial Group LLC | 0.16% | Reduce -5.8% | 18,996 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.7% | 18,212 | $2.0M |
| SwitchPoint Financial Planning, LLC | 1.41% | No change | 17,977 | $2.0M |
| Beacon Financial Group | 0.19% | Add +0.1% | 17,487 | $2.0M |
| Pacific Asset Management, LLC | 1.16% | Reduce -5.3% | 17,233 | $1.9M |
| Evanson Asset Management, LLC | 0.10% | Add +48.5% | 17,222 | $1.9M |
| Cozad Asset Management Inc. | 0.15% | Reduce -3.1% | 17,059 | $1.9M |
| CGN Advisors LLC | 0.15% | Reduce -1.6% | 16,919 | $1.9M |
| Revolve Wealth Partners, LLC | 0.22% | New | 16,420 | $1.8M |
| Savvy Advisors, Inc. | 0.06% | Add +310.9% | 16,338 | $1.8M |
| Seed Wealth Management, Inc. | 1.26% | Add +3.6% | 16,310 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +4.9% | 16,188 | $1.8M |
| Kavar Capital Partners Group, LLC | 0.25% | New | 16,023 | $1.8M |
| Trailhead Planners LLC | 1.73% | — | 15,755 | $1.8M |
| TFB Advisors LLC | 0.49% | Reduce -0.6% | 15,606 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -14.9% | 15,434 | $1.7M |
| Waterfront Wealth Inc. | 0.32% | Reduce -2.0% | 14,816 | $1.7M |
| Nwam LLC | 0.09% | Reduce -4.2% | 14,684 | $1.7M |
| Hardin Capital Partners, LLC | 0.78% | Add +18.8% | 14,683 | $1.6M |
| Aspen Capital Management, LLC | 0.41% | No change | 14,662 | $1.6M |
| Regatta Capital Group, LLC | 0.24% | Reduce -0.8% | 14,360 | $1.6M |
| Safe Harbor Wealth Advisors, LLC | 1.52% | — | 13,618 | $1.6M |
| Cooper/Haims Advisors, LLC | 0.71% | Add +0.3% | 14,044 | $1.6M |
| Citizens & Northern Corp. | 0.38% | No change | 13,829 | $1.5M |
| Atala Financial Inc | 0.97% | No change | 13,650 | $1.5M |
| UMB Bank, n.a. | 0.02% | Add +0.1% | 13,550 | $1.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.71% | Add +0.0% | 13,436 | $1.5M |
| Avant Financial Advisors LLC | 1.08% | Add +4.9% | 13,421 | $1.5M |
| Lam Group, Inc. | 0.85% | Add +18.8% | 13,255 | $1.5M |
| M Holdings Securities, Inc. | 0.11% | New | 13,177 | $1.5M |
| Abel Hall, LLC | 0.34% | Reduce -0.2% | 13,163 | $1.5M |
| Trustmark Bank Trust Department | 0.09% | Reduce -3.7% | 12,965 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 12,856 | $1.4M |
| Western Reserve Capital Management, LLC | 1.33% | — | 12,719 | $1.4M |
| M Wealth Management, LLC | 1.23% | Reduce -11.3% | 12,641 | $1.4M |
| Platform Wealth Management, LLC | 0.37% | — | 12,485 | $1.4M |
| Wealth Management Partners, LLC | 0.40% | Reduce -13.6% | 12,381 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 12,266 | $1.4M |
| Andrews, Lucia Wealth Management LLC | 0.80% | Add +61.7% | 12,044 | $1.3M |
| Capstone Wealth Management, Inc. | 1.17% | — | 11,919 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.6% | 11,937 | $1.3M |
| Porter White Investment Advisors, Inc. | 0.54% | No change | 11,888 | $1.3M |
| Parcion Private Wealth LLC | 0.08% | No change | 11,602 | $1.3M |
| Collective Family Office LLC | 0.30% | Reduce -25.2% | 11,585 | $1.3M |
| Austin Wealth Management, LLC | 0.19% | Add +6.3% | 11,286 | $1.3M |
| Paladin Wealth, LLC | 0.87% | Add +49.8% | 11,460 | $1.3M |
| AGH Wealth Advisors, LLC | 0.95% | Reduce -1.8% | 11,302 | $1.3M |
| Factor Wealth Management LTD | 0.27% | Add +433.1% | 11,104 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.3% | 10,985 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +1.1% | 10,857 | $1.2M |
| Brown Financial Advisors | 0.44% | Add +30.8% | 10,825 | $1.2M |
| Aurelius Family Office LLC | 0.49% | Reduce -0.3% | 10,057 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -10.9% | 10,140 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.1% | 10,096 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +5.3% | 9,762 | $1.1M |
| Prospect Financial Group LLC | 1.01% | Reduce -2.6% | 9,717 | $1.1M |
| Heritage Financial Services, LLC | 0.09% | Add +69.7% | 9,459 | $1.1M |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,450 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +160.9% | 9,345 | $1.0M |
| Baker Boyer National Bank | 0.31% | New | 9,297 | $1.0M |
| Knightsbridge Asset Management, LLC | 0.17% | Reduce -5.6% | 9,232 | $1.0M |
| Tanglewood Legacy Advisors, LLC | 0.39% | Reduce -8.5% | 9,206 | $1.0M |
| Private Trust Co. NA | 0.09% | No change | 9,019 | $1.0M |
| Cornerstone Capital, Inc. | 0.10% | Reduce -2.5% | 8,940 | $999K |
| Element Wealth, LLC | 0.41% | Add +37.6% | 8,818 | $986K |
| Trademark Financial Management, LLC | 0.54% | Add +0.2% | 8,803 | $984K |
| North Capital, Inc. | 0.85% | Add +11.7% | 8,801 | $984K |
| Aprio Wealth Management, LLC | 0.06% | Add +0.1% | 8,645 | $966K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 8,132 | $909K |
| Truepoint, Inc. | 0.02% | Reduce -0.2% | 7,845 | $877K |
| Wealth Management Nebraska | 0.10% | No change | 7,773 | $869K |
| Heritage Wealth Management, Inc. | 0.55% | Add +10.0% | 7,626 | $852K |
| DBK Financial Counsel, LLC | 0.65% | No change | 7,590 | $848K |
| Frankly Finances, LLC | 0.80% | — | 7,586 | $848K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -26.1% | 7,509 | $839K |
| Curi Capital, LLC | 0.01% | Add +1.7% | 7,410 | $828K |
| Saxony Capital Management, LLC | 0.51% | No change | 7,399 | $827K |
| Monument Group Wealth Advisors, LLC | 0.45% | Reduce -6.2% | 7,305 | $817K |
| FMR LLC | 0.00% | Add +7.6% | 7,096 | $793K |
| Arista Wealth Management, LLC | 0.10% | No change | 6,993 | $782K |
| Strathmore Capital Advisors, Inc. | 0.26% | No change | 6,987 | $781K |
| Truist Financial Corp. | 0.00% | Add +38.6% | 6,959 | $778K |
| Uptick Partners, LLC | 0.17% | New | 6,943 | $776K |
| Compound Planning, Inc. | 0.02% | Reduce -4.6% | 6,933 | $775K |
| Brown Advisory Inc. | 0.00% | Add +5.4% | 6,906 | $772K |
| Jordan Park Group LLC | 0.04% | No change | 6,898 | $771K |
| Oakwell Private Wealth Management, LLC | 0.14% | Reduce -1.7% | 6,809 | $761K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -18.3% | 6,808 | $761K |
| Keb Asset Management, LLC | 0.15% | Add +9.5% | 6,594 | $737K |
| Ieq Capital, LLC | 0.00% | Add +0.3% | 6,434 | $719K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.6% | 6,305 | $705K |
| Poinciana Advisors Group, LLC | 0.55% | Add +0.1% | 6,222 | $696K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.2% | 5,976 | $668K |
| Edge Financial Advisors LLC | 0.28% | Reduce -6.3% | 5,960 | $666K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.1% | 5,917 | $661K |
| Diversified Portfolios, Inc. | 0.05% | Add +1.6% | 5,895 | $659K |
| L.K. Benson & Company, P.C. | 0.33% | Add +3.3% | 5,887 | $658K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.3% | 5,814 | $650K |
| Tiaa Trust, National Association | 0.00% | No change | 5,594 | $625K |
| Lauterbach Financial Advisors, LLC | 0.30% | Add +25.4% | 5,573 | $623K |
| Linscomb Wealth, Inc. | 0.03% | Add +7.7% | 5,566 | $622K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +2.5% | 5,547 | $620K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -18.1% | 5,545 | $620K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -4.7% | 5,505 | $615K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -3.6% | 5,215 | $583K |
| CWA Asset Management Group, LLC | 0.02% | Add +21.2% | 5,209 | $582K |
| Clarity Asset Management, Inc. | 0.32% | Reduce -2.8% | 5,140 | $575K |
| Yardley Wealth Management LLC | 0.30% | No change | 5,123 | $573K |
| Colter Lewis Investment Partners LLC | 0.65% | — | 5,055 | $565K |
| William Mack & Associates, Inc. | 0.27% | Reduce -3.5% | 5,048 | $564K |
| Foundry Financial LLC | 0.29% | — | 5,002 | $559K |
| Jackson Thornton Wealth Management, LLC | 0.05% | No change | 4,851 | $556K |
| McMill Wealth Management | 0.16% | Add +2.0% | 4,941 | $552K |
| Alpha Financial Advisors, LLC | 0.17% | No change | 4,929 | $551K |
| Oceanside Advisors LLC | 0.33% | Reduce -4.1% | 4,887 | $546K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -15.6% | 4,739 | $530K |
| Tranquility Partners, LLC | 0.19% | Reduce -12.5% | 4,615 | $516K |
| Aspiriant, LLC | 0.01% | No change | 4,493 | $502K |
| Signet Financial Management, LLC | 0.06% | Reduce -13.0% | 4,487 | $502K |
| Avestar Capital, LLC | 0.03% | Reduce -15.3% | 4,403 | $492K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,320 | $483K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | Reduce -3.2% | 4,229 | $473K |
| Commerce Bank | 0.00% | Reduce -0.7% | 4,150 | $464K |
| Well Done, LLC | 0.07% | New | 4,094 | $458K |
| Winebrenner Capital Management LLC | 0.30% | Add +0.3% | 4,085 | $457K |
| Lutz Financial Services LLC | 0.03% | Add +7.0% | 4,044 | $452K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,896 | $435K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -1.9% | 3,872 | $433K |
| Equity Wealth Partners, LLC | 0.28% | Reduce -2.8% | 3,849 | $430K |
| MAI Capital Management | 0.00% | Reduce -0.7% | 3,832 | $428K |
| Intelligence Driven Advisers, LLC | 0.06% | No change | 3,751 | $419K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 3,688 | $412K |
| Belleair Asset Management, LLC | 0.39% | — | 3,669 | $410K |
| 55 North Private Wealth, LLC | 0.11% | — | 3,663 | $409K |
| Clark Asset Management, LLC | 0.04% | Add +53.7% | 3,624 | $405K |
| International Assets Investment Management, LLC | 0.03% | Add +0.0% | 3,610 | $403K |
| Renaissance Technologies | 0.00% | Reduce -76.3% | 3,500 | $391K |
| WESPAC Advisors SoCal, LLC | 0.08% | Reduce -2.8% | 3,499 | $391K |
| Tortuga Wealth Management, Inc | 0.40% | — | 3,365 | $376K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -72.6% | 3,309 | $370K |
| Claris Advisors, LLC / Mo / | 0.11% | Add +0.2% | 3,293 | $368K |
| Harbour Investments, Inc. | 0.01% | No change | 3,282 | $367K |
| BIP Wealth, LLC | 0.01% | New | 3,278 | $366K |
| Austin Asset Management Co Inc | 0.06% | Reduce -63.8% | 3,227 | $361K |
| Midwest Heritage Bank, FSB | 0.12% | Add +0.3% | 3,223 | $360K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,217 | $360K |
| Avior Wealth Management, LLC | 0.01% | Add +18.2% | 3,213 | $359K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $351K |
| Northern Trust Corp. | 0.00% | New | 3,092 | $346K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $343K |
| Evoke Wealth, LLC | 0.01% | Reduce -23.3% | 3,064 | $342K |
| Seaside Wealth Management, Inc. | 0.10% | Add +0.3% | 3,049 | $341K |
| Parkwoods Wealth Partners, LLC | 0.10% | Add +6.2% | 3,026 | $338K |
| Sandhill Capital Partners LLC | 0.02% | Add +49.6% | 3,018 | $337K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,979 | $333K |
| Evolution Wealth Management Inc. | 0.27% | Add +131.3% | 2,963 | $331K |
| Cypress Wealth Services, LLC | 0.05% | No change | 2,944 | $329K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,911 | $325K |
| Entrewealth, LLC | 0.14% | Add +48.0% | 2,740 | $321K |
| Financial Partners Group, Inc | 0.04% | Reduce -23.3% | 2,714 | $314K |
| Synergy Asset Management, LLC | 0.03% | No change | 2,763 | $309K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Add +4.3% | 2,760 | $309K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.3% | 2,743 | $307K |
| Chapman Financial Group, LLC | 0.21% | No change | 2,735 | $306K |
| Haven Private, LLC | 0.13% | Reduce -1.8% | 2,725 | $305K |
| NorthRock Partners, LLC | 0.01% | No change | 2,705 | $302K |
| Sowell Financial Services LLC | 0.01% | No change | 2,689 | $301K |
| Bessemer Group Inc. | 0.00% | No change | 2,688 | $300K |
| RCS Financial Planning, LLC | 0.13% | Add +4.0% | 2,683 | $300K |
| Root Financial Partners, LLC | 0.02% | No change | 2,679 | $299K |
| Vise Technologies, Inc. | 0.01% | No change | 2,679 | $299K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $299K |
| Choreo, LLC | 0.00% | No change | 2,600 | $293K |
| Dogwood Wealth Management LLC | 0.13% | Reduce -2.7% | 2,609 | $292K |
| Stonebrook Private Inc. | 0.06% | Reduce -0.9% | 2,547 | $285K |
| AssuredPartners Investment Advisors, LLC | 0.04% | Reduce -8.0% | 2,508 | $280K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 2,466 | $276K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,450 | $274K |
| Signature Wealth Management Group | 0.11% | New | 2,448 | $274K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -22.8% | 2,419 | $270K |
| Prosperitas Financial LLC | 0.11% | Add +0.4% | 2,418 | $270K |
| CRA Financial Services, LLC | 0.04% | No change | 2,410 | $269K |
| Independent Wealth Network Inc. | 0.08% | New | 2,388 | $267K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -3.9% | 2,348 | $262K |
| Paragon Advisors, LLC | 0.07% | Reduce -57.3% | 2,342 | $262K |
| PCG Wealth Advisors, LLC | 0.07% | Reduce -14.8% | 2,301 | $257K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $254K |
| Cauble & Harre Wealth Management, Inc. | 0.21% | — | 2,265 | $253K |
| Moneco Advisors, LLC | 0.02% | New | 2,258 | $252K |
| Shufro Rose & Co. LLC | 0.02% | New | 2,221 | $248K |
| DGS Capital Management, LLC | 0.04% | New | 2,211 | $247K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 2,192 | $245K |
| Creative Capital Management Investments LLC | 0.07% | No change | 2,185 | $244K |
| Landaas & Co. /Wi | 0.05% | No change | 2,142 | $239K |
| Abacus Wealth Partners, LLC | 0.02% | No change | 2,134 | $239K |
| Strategic Financial Concepts, LLC | 0.22% | New | 2,132 | $238K |
| Sunrise Financial Services, LLC | 0.18% | — | 2,128 | $238K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.2% | 2,124 | $237K |
| Bank of Montreal | 0.00% | Add +1061.5% | 2,114 | $236K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,096 | $234K |
| Elevate Wealth Advisory, Inc. | 0.16% | Add +0.5% | 2,082 | $233K |
| GEM Asset Management, LLC | 0.10% | Add +0.1% | 2,026 | $231K |
| Caprock Group, LLC | 0.00% | Add +2.9% | 2,043 | $228K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 2,040 | $228K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 2,007 | $224K |
| BlackRock, Inc. | 0.00% | Add +131.7% | 2,004 | $224K |
| Vance Wealth, LLC | 0.07% | Reduce -12.1% | 1,995 | $223K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,954 | $218K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -3.7% | 1,897 | $212K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,885 | $211K |
| Peak Retirement Planning, Inc. | 0.05% | New | 1,865 | $208K |
| Paul R. Ried Financial Group, LLC | 0.10% | New | 1,832 | $205K |
| SP Asset Management LLC | 0.02% | New | 1,805 | $202K |
| Qube Research & Technologies Ltd | 0.00% | Add +109.8% | 1,584 | $177K |
| RHL Group, LLC | 0.14% | — | 1,573 | $176K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,566 | $175K |
| REAP Financial Group, LLC | 0.03% | No change | 1,505 | $168K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $130K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,063 | $119K |
| IFP Advisors, Inc | 0.00% | No change | 1,046 | $117K |
| Fortitude Family Office, LLC | 0.03% | Reduce -56.0% | 1,000 | $112K |
| Global Wealth Strategies & Associates | 0.03% | No change | 996 | $111K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -20.8% | 925 | $105K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +140.7% | 934 | $104K |
| Intelligent Financial Strategies | 0.05% | Reduce -6.0% | 869 | $97K |
| Asset Dedication, LLC | 0.01% | Reduce -0.6% | 795 | $89K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +40.9% | 754 | $84K |
| Assetmark, Inc. | 0.00% | No change | 579 | $65K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 574 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 500 | $56K |
| Parkside Financial Bank & Trust | 0.00% | No change | 394 | $44K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 348 | $39K |
| Monetary Solutions, Ltd | 0.04% | — | 345 | $39K |
| Comerica Bank | 0.00% | Reduce -60.7% | 323 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 299 | $34K |
| Blue Trust, Inc. | 0.00% | No change | 297 | $33K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.3% | 285 | $32K |
| Nemes Rush Group LLC | 0.00% | No change | 275 | $31K |
| Spire Wealth Management | 0.00% | No change | 269 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | New | 262 | $29K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 256 | $29K |
| Kings Path Partners LLC | 0.01% | Add +0.4% | 243 | $27K |
| National Bank of Canada | 0.00% | No change | 219 | $24K |
| Atwood & Palmer Inc. | 0.00% | No change | 183 | $20K |
| US Bancorp \de | 0.00% | Reduce -85.3% | 161 | $18K |
| Hurley Capital, LLC | 0.01% | No change | 153 | $17K |
| PFC Capital Group, Inc. | 0.01% | Add +74.4% | 150 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -56.1% | 137 | $15K |
| Operose Advisors LLC | 0.00% | No change | 137 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 131 | $15K |
| Fifth Third Bancorp | 0.00% | New | 104 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 94 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 91 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 81 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 79 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 75 | $8K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -48.3% | 30 | $3K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 12 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 10 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 8 | $1K |
| Addison Advisors LLC | 0.00% | No change | 7 | $823 |
| Russell Investments Group, Ltd. | 0.00% | No change | 7 | $782 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.9% | 1 | $112 |
"% of holder's portfolio" is AVUS's weight in each manager's 13F, not the share of Avantis U.S. Equity ETF the manager owns.