Avantis U.S. Equity ETFAVUSETF
13F holders, Q2 2026 (June 30)585holders +28
45new positions
18sold out
5famous investors
$127.03avg. 13F price*
At the end of Q2 2026, 585 institutions reported holding Avantis U.S. Equity ETF (AVUS) in their 13F filings, up 28 from Q1 2026. 45 opened new positions and 18 sold out. The largest holders were HB Wealth Management, LLC ($771.9M), American Century Companies Inc. ($582.7M) and Oak Root LLC ($372.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis U.S. Equity ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $351.0M |
| Exits | 18 | $15.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,094,299 shares bought and 1,341,301 shares sold, net +7,752,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 585 holders
| HB Wealth Management, LLC | 4.33% | Add +4.9% | 6,026,439 | $771.9M |
| American Century Companies Inc. | 0.26% | Add +9.8% | 4,549,423 | $582.7M |
| Oak Root LLC | 41.07% | No change | 2,905,949 | $372.2M |
| LPL Financial LLC | 0.07% | Add +6.4% | 2,541,722 | $325.5M |
| Maseco LLP | 8.56% | Add +1.7% | 2,377,661 | $304.6M |
| Annex Advisory Services, LLC | 4.43% | Add +5.0% | 2,025,359 | $259.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.7% | 2,009,207 | $257.3M |
| Focus Partners Wealth | 0.26% | Reduce -0.2% | 1,954,513 | $250.3M |
| Fifth Third Bancorp | 0.37% | Add +220128.3% | 1,764,029 | $225.9M |
| Prime Capital Investment Advisors, LLC | 2.19% | New | 1,763,123 | $225.8M |
| HighTower Advisors, LLC | 0.19% | Reduce -2.5% | 1,572,782 | $201.4M |
| Financial Plan, Inc. | 17.36% | Add +2.5% | 1,428,195 | $182.9M |
| Commonwealth Equity Services, LLC | 0.23% | Add +4.3% | 1,412,717 | $180.9M |
| Great Point Wealth Advisors, LLC | 24.46% | Add +3.3% | 1,182,649 | $151.5M |
| Beacon Pointe Advisors, LLC | 0.67% | Add +3.2% | 1,125,582 | $144.2M |
| Corient Private Wealth LP | 0.20% | Reduce -17.7% | 1,101,011 | $141.0M |
| Modera Wealth Management, LLC | 1.47% | Add +4.7% | 1,076,358 | $137.9M |
| Traphagen Investment Advisors LLC | 9.29% | Reduce -3.6% | 1,015,751 | $130.1M |
| Morgan Stanley | 0.01% | Add +2.7% | 999,429 | $128.0M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -1.2% | 982,092 | $125.8M |
| Raymond James Financial Inc. | 0.03% | Add +17.1% | 971,486 | $124.4M |
| Bank of America Corp. | 0.01% | Add +10.5% | 967,372 | $123.9M |
| Creative Planning | 0.07% | Reduce -3.2% | 938,149 | $120.2M |
| Park Avenue Securities LLC | 0.73% | Add +13.4% | 914,760 | $117.2M |
| Quantum Financial Advisors, LLC | 11.50% | Add +3.4% | 907,573 | $116.2M |
| Bank of New York Mellon Corp | 0.02% | Add +12.5% | 879,326 | $112.6M |
| RVW Wealth, LLC | 6.97% | Add +3.0% | 826,494 | $105.9M |
| Bridgewater Advisors Inc. | 5.72% | Add +6.3% | 810,647 | $104.8M |
| Cetera Investment Advisers | 0.10% | Add +41.1% | 816,548 | $104.6M |
| Werba Rubin Papier Wealth Management | 11.93% | Add +4.6% | 767,323 | $98.3M |
| McLean Asset Management Corp | 12.67% | Add +1.3% | 751,137 | $95.8M |
| B&D White Capital Company, LLC | 9.40% | Add +0.7% | 737,291 | $94.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.9% | 731,664 | $93.7M |
| Simplicity Wealth,LLC | 3.04% | Add +1.8% | 702,241 | $89.9M |
| BCR Wealth Strategies, LLC | 24.80% | Reduce -1.4% | 689,260 | $88.3M |
| Cresset Asset Management, LLC | 0.31% | Add +2.2% | 666,468 | $85.4M |
| Savant Capital, LLC | 0.25% | Add +21.4% | 655,079 | $83.9M |
| SC&H Financial Advisors, Inc. | 10.93% | Add +1.2% | 643,544 | $82.4M |
| Caliber Wealth Management, LLC / KS | 7.78% | Add +3.9% | 628,777 | $80.5M |
| Rockwood Wealth Management, LLC | 4.91% | Reduce -1.4% | 605,983 | $77.6M |
| McGlone Suttner Wealth Management, Inc. | 7.95% | Add +1.3% | 528,975 | $67.8M |
| Plancorp, LLC | 1.65% | Reduce -0.1% | 527,558 | $67.4M |
| Accredited Investor Services, LLC | 37.45% | Add +0.2% | 517,498 | $66.3M |
| WMG Financial Advisors, LLC | 24.44% | Add +1.0% | 506,461 | $64.9M |
| OneDigital Investment Advisors LLC | 0.54% | Add +1.9% | 496,521 | $63.6M |
| CPC Advisors, LLC | 8.51% | Add +0.3% | 492,914 | $63.1M |
| Gradient Investments LLC | 0.85% | Add +35.1% | 483,502 | $61.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.6% | 471,368 | $60.0M |
| Raffa Wealth Management, LLC | 7.27% | Add +12.1% | 450,553 | $57.7M |
| Geometric Wealth Advisors | 6.18% | Add +2.2% | 445,778 | $57.1M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Add +16.1% | 442,411 | $56.7M |
| Strategic Blueprint, LLC | 2.82% | Reduce -1.7% | 440,816 | $56.5M |
| Correct Capital Wealth Management | 9.64% | Add +20.4% | 436,566 | $55.9M |
| Red Lighthouse Investment Management, LLC | 16.62% | Add +0.6% | 435,464 | $55.8M |
| Rockefeller Capital Management L.P. | 0.09% | Add +5.8% | 434,777 | $55.7M |
| WCG Wealth Advisors LLC | 1.32% | Add +0.6% | 433,975 | $55.6M |
| Indivisible Partners | 3.12% | Add +19.3% | 430,377 | $55.1M |
| Awm Capital, LLC | 4.32% | Reduce -1.0% | 421,140 | $53.9M |
| Tortoise Investment Management, LLC | 3.97% | Add +6.0% | 415,640 | $53.2M |
| Waverly Advisors, LLC | 0.30% | Reduce -1.3% | 407,458 | $52.2M |
| MML Investors Services, LLC | 0.10% | Add +32.5% | 396,786 | $50.8M |
| Legacy Financial Group, Inc. | 11.66% | Add +7.3% | 390,059 | $50.0M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Add +1.0% | 384,167 | $49.2M |
| World Investment Advisors | 0.81% | No change | 441,517 | $49.1M |
| Two Sigma Investments, LP | 0.04% | New | 381,500 | $48.9M |
| Mattern Wealth Management LLC | 7.98% | Add +3.2% | 379,466 | $48.6M |
| Disciplina Capital Management LLC | 5.00% | Reduce -11.8% | 377,700 | $48.4M |
| Arcadia Wealth Management, Inc. | 22.53% | Add +2.6% | 368,667 | $47.2M |
| Glenview Trust Co | 0.64% | Add +3.1% | 361,185 | $46.3M |
| BSW Wealth Partners | 5.09% | Reduce -2.2% | 357,436 | $45.8M |
| Retirement Financial Solutions, LLC | 11.12% | Add +5.1% | 353,155 | $45.2M |
| Hutchens & Kramer Investment Management Group, LLC | 11.95% | Add +16.2% | 348,287 | $44.6M |
| Align Financial, LLC | 21.87% | Add +3.2% | 344,040 | $44.1M |
| Continuum Wealth Advisors, LLC | 14.69% | Add +29.8% | 339,935 | $43.5M |
| Signature Resources Capital Management, LLC | 17.04% | Add +8.7% | 337,465 | $43.2M |
| Osaic Holdings, Inc. | 0.05% | Add +40.9% | 334,161 | $42.8M |
| Highland Financial Advisors, LLC | 9.34% | Reduce -1.1% | 331,484 | $42.5M |
| CVA Family Office, LLC | 3.77% | Add +4.5% | 324,622 | $41.6M |
| JPMorgan Chase & Co. | 0.00% | Add +12.1% | 308,426 | $39.3M |
| JRM Investment Counsel, LLC | 9.40% | Reduce -2.9% | 301,331 | $38.6M |
| HTG Investment Advisors, Inc. | 9.74% | Add +7.2% | 296,736 | $38.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 276,485 | $35.4M |
| Aspen Private Advisors, LLC | 35.48% | — | 276,168 | $35.4M |
| Kestra Advisory Services, LLC | 0.11% | Add +1.0% | 271,743 | $34.8M |
| Burton Enright Welch | 3.99% | Add +0.0% | 265,570 | $34.0M |
| Copper Harbor Investment Advisors, LLC | 7.10% | — | 261,754 | $33.5M |
| Zhang Financial LLC | 0.97% | Add +7.0% | 259,250 | $33.2M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -0.3% | 248,728 | $31.9M |
| Tandemgrowth Financial Advisors LLC | 25.81% | Add +2.4% | 246,572 | $31.6M |
| Sensenig Capital Advisors, Inc | 28.53% | Add +1.9% | 243,335 | $31.2M |
| Websterrogers Financial Advisors, LLC | 7.58% | Reduce -2.8% | 230,978 | $29.6M |
| WorthPointe, LLC | 7.44% | Add +1.9% | 230,810 | $29.6M |
| Chicago Partners Investment Group LLC | 0.58% | Add +3.0% | 229,401 | $29.1M |
| Oak Wealth Advisors LLC | 13.83% | Add +0.8% | 225,124 | $28.8M |
| Creative Financial Designs Inc. | 1.33% | New | 217,490 | $27.9M |
| Arq Wealth Advisors, LLC | 3.32% | Add +16.5% | 209,287 | $26.8M |
| Trellis Wealth Advisors LLC | 9.04% | Reduce -0.0% | 205,672 | $26.3M |
| LexAurum Advisors, LLC | 2.99% | Reduce -6.2% | 201,207 | $25.8M |
| Torren Management, LLC | 12.84% | Add +0.1% | 197,155 | $25.3M |
| Cardiff Park Advisors, LLC | 1.96% | Add +0.7% | 196,498 | $25.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 6.01% | Reduce -1.6% | 192,534 | $24.7M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 189,195 | $24.2M |
| Greenspring Advisors, LLC | 1.29% | Reduce -5.8% | 181,106 | $23.2M |
| CoreCap Advisors, LLC | 0.67% | Add +15.7% | 176,933 | $22.7M |
| Tanager Wealth Management LLP | 1.95% | Reduce -2.0% | 175,042 | $22.4M |
| Wells Fargo & Company | 0.00% | Add +14.2% | 174,692 | $22.4M |
| FMB Wealth Management | 7.99% | Add +0.3% | 169,588 | $21.7M |
| Acropolis Investment Management, LLC | 0.85% | Reduce -0.0% | 167,951 | $21.5M |
| Freedom Financial Partners LLC | 7.00% | Reduce -3.7% | 167,653 | $21.5M |
| Passive Capital Management, LLC. | 6.58% | Add +0.2% | 188,161 | $21.0M |
| Trace Wealth Advisors, LLC | 13.64% | Add +3.3% | 162,744 | $20.8M |
| Apella Capital, LLC | 0.29% | Reduce -6.1% | 162,216 | $20.6M |
| Anderson Hoagland & Co. | 1.59% | Add +1.3% | 158,579 | $20.3M |
| Allworth Financial LP | 0.08% | Add +0.1% | 154,752 | $19.8M |
| Trajan Wealth LLC | 0.74% | Reduce -0.8% | 152,226 | $19.5M |
| REDW Wealth LLC | 6.69% | Add +6.0% | 145,795 | $18.7M |
| Gateway Wealth Partners, LLC | 1.11% | Reduce -46.8% | 145,032 | $18.6M |
| SJS Investment Consulting Inc. | 2.02% | Add +3.0% | 144,667 | $18.5M |
| Poinciana Advisors Group, LLC | 13.73% | Add +2227.0% | 144,854 | $18.5M |
| Axxcess Wealth Management, LLC | 0.28% | New | 138,935 | $17.8M |
| Orion Capital Management LLC | 5.49% | Add +4.4% | 138,104 | $17.7M |
| Fonville Wealth Management LLC | 2.84% | Add +3.0% | 135,947 | $17.4M |
| McCartney Wealth Management LLC | 13.15% | Add +1.8% | 135,414 | $17.3M |
| MCF Advisors LLC | 0.62% | Reduce -0.2% | 135,196 | $17.3M |
| Flagstone Financial Management | 3.79% | Reduce -1.9% | 132,214 | $16.9M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +6.6% | 130,733 | $16.7M |
| Kwmg, LLC | 1.20% | Add +3.2% | 130,072 | $16.7M |
| Quantinno Capital Management LP | 0.02% | Add +41.1% | 129,801 | $16.6M |
| Ehrlich Financial Group | 8.42% | Add +76.6% | 127,765 | $16.4M |
| Madrid Wealth Management, LLC | 10.62% | Add +3.1% | 126,433 | $16.2M |
| Planwiser Financial, LLC | 11.22% | Reduce -1.1% | 126,080 | $16.1M |
| Cornerstone Wealth Management, LLC | 0.69% | Add +22.6% | 125,250 | $16.0M |
| Grand Wealth Management, LLC | 6.58% | Reduce -4.9% | 123,261 | $15.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.4% | 120,031 | $15.4M |
| marrick wealth, LLC | 10.70% | Add +21.8% | 117,661 | $15.1M |
| Heirloom Wealth Management | 2.15% | Add +10.6% | 115,721 | $14.8M |
| Fiduciary Financial Advisors | 1.49% | Add +47.5% | 114,661 | $14.7M |
| Kestra Investment Management, LLC | 0.28% | Reduce -28.4% | 113,808 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Add +101.4% | 112,828 | $14.5M |
| Family Office Research LLC | 5.35% | Reduce -0.8% | 111,428 | $14.3M |
| Meredith Wealth Planning | 3.37% | Add +1.2% | 111,324 | $14.3M |
| Lakeridge Wealth Management LLC | 5.22% | Add +34.0% | 110,978 | $14.2M |
| My Personal CFO, LLC | 5.52% | Reduce -5.8% | 110,443 | $14.1M |
| Clarity Capital Advisors, LLC | 5.89% | Add +0.3% | 109,742 | $14.1M |
| Wilkerson Advisory Group LLC | 4.18% | Add +0.0% | 106,360 | $13.6M |
| Owl Creek Wealth Partners LLC | 3.97% | Add +33.4% | 105,872 | $13.6M |
| Magnolia Private Wealth, LLC | 7.32% | Reduce -0.7% | 760,242 | $13.3M |
| Sax Wealth Advisors, LLC | 0.53% | Reduce -3.8% | 117,054 | $13.0M |
| Bull Oak Capital, LLC | 4.33% | Reduce -0.6% | 101,602 | $13.0M |
| Generations Wealth, LLC | 11.99% | Reduce -1.1% | 98,584 | $12.6M |
| Wheels Up Wealth, Inc. | 10.68% | Reduce -3.1% | 98,356 | $12.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +78.3% | 98,142 | $12.6M |
| Jones Financial Companies LLLP | 0.00% | Add +25.1% | 97,578 | $12.3M |
| Wedmont Private Capital | 0.33% | Add +3.1% | 94,887 | $12.2M |
| HUB Investment Partners, LLC | 0.22% | Add +2.5% | 94,889 | $12.2M |
| Annandale Capital, LLC | 1.80% | No change | 94,819 | $12.1M |
| Outbound Financial Inc | 7.27% | Reduce -0.3% | 87,592 | $11.2M |
| Lantern Wealth Advisors, LLC | 5.07% | Add +4.7% | 86,529 | $11.1M |
| Atlas Wealth LLC | 1.79% | Add +4.7% | 86,195 | $11.0M |
| Parkshore Wealth Management, Inc. | 3.15% | Add +0.5% | 85,738 | $11.0M |
| ARK & TLK Investments, LLC | 2.62% | Add +4.1% | 82,928 | $10.6M |
| Financial Symmetry Inc | 3.52% | Reduce -0.1% | 82,343 | $10.5M |
| Integrity Investment Advisors, LLC | 4.58% | Add +23.9% | 82,165 | $10.5M |
| Endeavor Private Wealth, Inc. | 2.54% | Add +15.8% | 81,585 | $10.4M |
| Herold Advisors, Inc. | 2.06% | Reduce -3.5% | 81,375 | $10.4M |
| Cloud Capital Management, LLC | 3.77% | Add +0.4% | 80,757 | $10.3M |
| UBS Group AG | 0.00% | Reduce -1.6% | 80,537 | $10.3M |
| LRI Investments, LLC | 0.82% | No change | 79,583 | $10.2M |
| Bayshore Asset Management, LLC | 3.60% | Add +1.2% | 78,742 | $10.1M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +2.3% | 78,431 | $10.0M |
| Sollinda Capital Management LLC | 2.13% | Add +1.9% | 77,984 | $10.0M |
| VestGen Advisors, LLC | 0.29% | Add +22.8% | 77,549 | $9.9M |
| IHT Wealth Management, LLC | 0.21% | Reduce -2.1% | 76,979 | $9.9M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -0.9% | 76,437 | $9.8M |
| Lane Brothers & Co. Inc. | 6.35% | Add +81.6% | 75,752 | $9.7M |
| Northwest Wealth Management, LLC | 1.28% | Reduce -3.8% | 75,640 | $9.7M |
| 3 Factor Indexing, LLC | 8.07% | Add +12.4% | 74,457 | $9.5M |
| Echo Wealth Management, LLC | 4.74% | Add +0.4% | 72,452 | $9.3M |
| Versant Capital Management, Inc | 0.82% | Add +0.4% | 71,093 | $9.1M |
| Betterment LLC | 0.02% | Reduce -0.5% | 70,983 | $9.1M |
| Vannoy Advisory Group, Inc. | 5.08% | No change | 70,142 | $9.0M |
| MN Wealth Advisors, LLC | 3.81% | Add +5.4% | 69,840 | $8.9M |
| Equity Wealth Partners, LLC | 3.17% | Add +1696.5% | 68,769 | $8.8M |
| Curio Wealth, LLC | 2.69% | Reduce -0.8% | 67,669 | $8.7M |
| Buttonwood Financial Group, LLC | 4.93% | Reduce -7.9% | 67,340 | $8.6M |
| Sage Rhino Capital LLC | 1.40% | Reduce -10.2% | 66,304 | $8.5M |
| Sterneck Capital Management, LLC | 3.62% | Reduce -0.5% | 65,907 | $8.4M |
| Quarry Hill Advisors, LLC | 3.24% | Reduce -0.8% | 65,844 | $8.4M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 65,426 | $8.4M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +0.3% | 62,396 | $8.0M |
| Visionary Horizons, LLC | 3.33% | Add +2.0% | 62,166 | $8.0M |
| Ariadne Wealth Management, LP | 3.51% | Reduce -0.3% | 61,993 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -63.3% | 61,479 | $7.9M |
| Symmetry Partners, LLC | 0.40% | Reduce -0.1% | 60,603 | $7.8M |
| Brio Consultants, LLC | 0.90% | Reduce -0.4% | 60,066 | $7.7M |
| Approach Retirement Advisors, LLC | 5.57% | Add +4.3% | 59,933 | $7.7M |
| Arax Advisory Partners | 0.05% | Add +118.1% | 57,494 | $7.4M |
| Timmons Wealth Management, LLC | 5.37% | New | 57,292 | $7.3M |
| Prosperity Planning, Inc. | 2.35% | Add +2.2% | 57,080 | $7.3M |
| Auxano Advisors, LLC | 1.35% | Reduce -4.5% | 55,809 | $7.1M |
| Ridgeline Wealth, LLC | 4.17% | Reduce -1.0% | 55,692 | $7.1M |
| Mattson Financial Services, LLC | 1.47% | Add +14.7% | 54,927 | $7.0M |
| Morling Financial Advisors, LLC | 1.94% | Add +0.0% | 54,499 | $7.0M |
| AlphaCore Capital LLC | 0.13% | Add +0.2% | 53,732 | $6.9M |
| Cogent Private Wealth, Inc. | 4.26% | Add +67.0% | 53,211 | $6.8M |
| Gotham Asset Management | 0.02% | No change | 52,878 | $6.8M |
| Fielder Capital Group LLC | 1.47% | Add +9.3% | 52,876 | $6.8M |
| AQR Capital Management | 0.00% | Add +1.5% | 51,624 | $6.6M |
| SFG Wealth Management, LLC. | 2.37% | Reduce -3.4% | 51,363 | $6.6M |
| Valued Wealth Advisors LLC | 2.34% | Add +1.5% | 50,270 | $6.4M |
| Elevation Capital Advisory, LLC | 2.46% | New | 49,719 | $6.4M |
| S&A Financial Services, Inc. | 3.87% | Add +0.7% | 49,473 | $6.3M |
| Holcombe Financial, Inc. | 3.51% | Add +4.6% | 48,551 | $6.2M |
| Cypress Point Wealth Management, LLC | 1.25% | Reduce -1.4% | 48,096 | $6.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.18% | Add +0.4% | 48,083 | $6.2M |
| Eaton-Cambridge Inc. | 1.73% | Reduce -7.4% | 47,918 | $6.1M |
| Integrity Wealth Solutions LLC | 2.18% | Add +0.2% | 46,155 | $5.9M |
| L & S Advisors Inc | 0.60% | Reduce -0.3% | 45,677 | $5.9M |
| Equitable Holdings, Inc. | 0.03% | Add +136.1% | 45,196 | $5.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +22.0% | 44,674 | $5.7M |
| Vicus Capital | 0.36% | Add +6.2% | 43,403 | $5.6M |
| Tillman Hartley LLC | 1.25% | Add +15.8% | 43,337 | $5.6M |
| Physician Wealth Solutions Inc. | 2.06% | Add +3.3% | 42,521 | $5.4M |
| Andrews, Lucia Wealth Management LLC | 2.81% | Add +35.3% | 41,887 | $5.4M |
| Bannerman Wealth Management Group, LLC | 3.12% | Reduce -0.4% | 41,758 | $5.3M |
| XY Planning Network, Inc. | 0.66% | Add +77.5% | 41,375 | $5.3M |
| True Wealth Design, LLC | 1.24% | Reduce -5.9% | 40,691 | $5.2M |
| Riverchase Wealth Management, LLC | 2.41% | Add +3.6% | 40,334 | $5.2M |
| BLVD Private Wealth, LLC | 3.75% | Reduce -2.2% | 39,386 | $5.0M |
| Savvy Advisors, Inc. | 0.10% | Add +48.0% | 37,075 | $4.7M |
| Summit Wealth Partners, LLC | 0.67% | Reduce -13.2% | 36,925 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +10.4% | 36,169 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 35,834 | $4.6M |
| KWB Wealth | 0.39% | Reduce -5.3% | 35,602 | $4.6M |
| Ruedi Wealth Management, Inc. | 1.06% | Reduce -0.6% | 35,389 | $4.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.67% | Add +46.7% | 35,268 | $4.5M |
| Revolve Wealth Partners, LLC | 0.46% | Add +114.7% | 34,245 | $4.4M |
| Elevation Wealth Partners, LLC | 1.31% | Add +20.5% | 34,142 | $4.4M |
| UMB Bank, n.a. | 0.05% | Add +3.0% | 33,675 | $4.3M |
| Tudor Investment Corporation | 0.02% | Add +180.2% | 33,361 | $4.3M |
| Triune Financial Partners, LLC | 0.86% | Reduce -1.9% | 31,971 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.4% | 31,456 | $4.0M |
| Ares Financial Consulting, LLC | 2.88% | Reduce -8.5% | 31,348 | $4.0M |
| Coldstream Capital Management Inc. | 0.05% | No change | 30,702 | $3.9M |
| SageView Advisory Group, LLC | 0.13% | Reduce -0.1% | 30,681 | $3.9M |
| Forum Financial Management, LP | 0.05% | Reduce -1.6% | 30,242 | $3.9M |
| Global Retirement Partners, LLC | 0.06% | — | 30,006 | $3.8M |
| Clear Harbor Asset Management, LLC | 0.24% | Add +8.4% | 29,996 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 29,758 | $3.8M |
| Voisard Asset Management Group, Inc. | 0.72% | Reduce -0.1% | 29,703 | $3.8M |
| Bison Wealth, LLC | 0.35% | Add +5.3% | 29,483 | $3.8M |
| Burk Holdings LLC | 1.37% | Add +4.7% | 28,966 | $3.7M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 28,102 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.1% | 27,748 | $3.6M |
| Altar Rock LLC | 5.17% | Add +1.4% | 27,614 | $3.5M |
| Silverlake Wealth Management LLC | 0.67% | Add +0.7% | 27,447 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +12.7% | 26,765 | $3.4M |
| Maimon Wealth Management LTD. | 2.61% | Reduce -0.8% | 26,502 | $3.4M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -6.1% | 26,320 | $3.4M |
| Austin Wealth Management, LLC | 0.70% | Add +2.5% | 25,909 | $3.3M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 25,333 | $3.2M |
| J. Team Financial, Inc. | 3.14% | Add +1.8% | 25,218 | $3.2M |
| RAM Investment Partners, LLC | 0.51% | Reduce -6.8% | 24,899 | $3.2M |
| Modern Wealth Management, LLC | 0.04% | Reduce -6.0% | 24,762 | $3.2M |
| Vista Investment Partners LLC | 0.80% | New | 24,640 | $3.2M |
| Smartleaf Asset Management LLC | 0.10% | No change | 24,284 | $3.1M |
| Schulz Wealth, LTD. | 1.56% | — | 23,664 | $3.0M |
| Earned Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 23,542 | $3.0M |
| Invariant Investment Management | 1.77% | Add +2.7% | 23,562 | $3.0M |
| Canvas Wealth Advisors, LLC | 0.42% | Reduce -5.6% | 23,403 | $3.0M |
| Acorn Financial Advisory Services Inc. | 0.38% | Reduce -15.8% | 22,621 | $2.9M |
| Facet Wealth, Inc. | 0.04% | Reduce -1.1% | 22,280 | $2.9M |
| Kane Co Wealth Management, Inc. | 2.14% | Reduce -0.5% | 22,066 | $2.8M |
| Western Reserve Capital Management, LLC | 2.06% | Add +35.9% | 21,722 | $2.8M |
| Kavar Capital Partners Group, LLC | 0.34% | Reduce -0.8% | 21,651 | $2.8M |
| Capstone Wealth Management, Inc. | 2.06% | Add +6.3% | 21,477 | $2.7M |
| Nwam LLC | 0.14% | Add +2.7% | 21,303 | $2.7M |
| Morris Financial Concepts, Inc. | 0.83% | Reduce -7.2% | 21,223 | $2.7M |
| Certified Advisory Corp | 0.22% | Add +0.2% | 21,067 | $2.7M |
| Private Wealth Management Group, LLC | 0.62% | No change | 20,826 | $2.7M |
| Sunpointe, LLC | 0.74% | No change | 20,397 | $2.6M |
| Life Planning Partners, Inc | 1.84% | Reduce -7.7% | 19,373 | $2.5M |
| Paladin Wealth, LLC | 1.43% | Add +41.7% | 19,234 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 19,232 | $2.5M |
| Seed Wealth Management, Inc. | 1.45% | Add +10.1% | 17,870 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Add +7.0% | 17,635 | $2.3M |
| SwitchPoint Financial Planning, LLC | 1.29% | Reduce -2.7% | 17,497 | $2.2M |
| Abel Hall, LLC | 0.39% | Add +32.1% | 17,405 | $2.2M |
| Beacon Financial Group | 0.20% | Add +0.0% | 17,338 | $2.2M |
| Pacific Asset Management, LLC | 1.09% | Reduce -0.9% | 17,294 | $2.2M |
| Evanson Financial, LLC | 0.11% | — | 17,212 | $2.2M |
| Frankly Finances, LLC | 1.72% | Add +23.6% | 16,964 | $2.2M |
| CGN Advisors LLC | 0.16% | Reduce -2.0% | 16,665 | $2.1M |
| Cozad Asset Management Inc. | 0.14% | Add +0.1% | 16,609 | $2.1M |
| Brown Financial Advisors | 0.73% | Add +18.2% | 16,348 | $2.1M |
| Hardin Capital Partners, LLC | 0.97% | Add +3.9% | 16,251 | $2.1M |
| First Trust Advisors LP | 0.00% | Reduce -0.0% | 16,034 | $2.1M |
| Lam Group, Inc. | 0.98% | Reduce -0.6% | 15,450 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.7% | 15,426 | $2.0M |
| Platform Wealth Management, LLC | 0.72% | — | 15,279 | $2.0M |
| R2 Capital Strategies, LLC | 0.89% | — | 15,262 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +18.2% | 15,159 | $1.9M |
| Solidarity Wealth, LLC | 0.34% | New | 15,117 | $1.9M |
| Regatta Capital Group, LLC | 0.26% | Add +4.7% | 15,072 | $1.9M |
| Lauterbach Financial Advisors, LLC | 0.83% | Add +46.5% | 14,995 | $1.9M |
| Avant Financial Advisors LLC | 1.18% | Add +9.0% | 14,744 | $1.9M |
| Aspen Capital Management, LLC | 0.41% | No change | 14,662 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +204.5% | 14,584 | $1.9M |
| Waterfront Wealth Inc. | 0.29% | Reduce -1.3% | 14,463 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +12.1% | 14,312 | $1.8M |
| Cooper/Haims Advisors, LLC | 0.78% | Add +0.3% | 14,112 | $1.8M |
| Wealth Management Partners, LLC | 0.42% | Reduce -3.1% | 14,068 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -1.8% | 13,883 | $1.8M |
| Citizens & Northern Corp. | 0.40% | No change | 13,829 | $1.8M |
| Atala Financial Inc | 1.06% | No change | 13,650 | $1.7M |
| Keyes, Stange & Wooten Wealth Management, LLC | 0.69% | Add +0.6% | 13,511 | $1.7M |
| Pinnacle Financial Group, LLC / IL | 0.42% | Add +19.0% | 13,438 | $1.7M |
| Sanchez Levi Garrett | 0.93% | Add +20.1% | 13,421 | $1.7M |
| Prospect Financial Group LLC | 1.37% | Add +36.2% | 13,234 | $1.7M |
| Element Wealth, LLC | 0.64% | Add +17.5% | 13,220 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.1% | 13,075 | $1.7M |
| M Wealth Management, LLC | 1.25% | Reduce -0.2% | 12,474 | $1.6M |
| AGH Wealth Advisors, LLC | 1.00% | Add +4.8% | 12,324 | $1.6M |
| Porter White Investment Advisors, Inc. | 0.59% | No change | 11,888 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +7.4% | 11,619 | $1.5M |
| Parcion Private Wealth LLC | 0.08% | No change | 11,602 | $1.5M |
| Uptick Partners, LLC | 0.23% | Reduce -4.4% | 11,344 | $1.5M |
| Collective Family Office LLC | 0.29% | No change | 11,236 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +0.3% | 11,037 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.40% | Add +1.3% | 11,017 | $1.4M |
| Kelman-Lazarov, Inc. | 0.18% | Add +17.5% | 10,860 | $1.4M |
| FMR LLC | 0.00% | Add +16.6% | 10,734 | $1.4M |
| Accurate Wealth Management, LLC | 0.13% | Add +308.5% | 10,576 | $1.4M |
| Entrewealth, LLC | 0.49% | Add +264.1% | 10,195 | $1.3M |
| IF Advisors, LLC | 0.84% | No change | 9,977 | $1.3M |
| Truepoint, Inc. | 0.03% | Add +5.3% | 9,954 | $1.3M |
| Heritage Wealth Management, Inc. | 0.62% | Add +6.0% | 9,731 | $1.2M |
| Trustmark Bank Trust Department | 0.07% | Reduce -21.2% | 9,656 | $1.2M |
| Aurelius Family Office LLC | 0.49% | Reduce -2.3% | 9,651 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | No change | 9,450 | $1.2M |
| Baker Boyer National Bank | 0.33% | No change | 9,297 | $1.2M |
| MAI Capital Management | 0.00% | Add +140.0% | 9,198 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Add +2.1% | 8,998 | $1.2M |
| North Capital, Inc. | 0.85% | Add +0.1% | 8,812 | $1.1M |
| Merit Financial Group, LLC | 0.01% | No change | 8,748 | $1.1M |
| Trademark Financial Management, LLC | 0.46% | Reduce -2.4% | 8,736 | $1.1M |
| Diversify Advisory Services, LLC | 0.02% | New | 8,752 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | Add +103.5% | 8,752 | $1.1M |
| Freedom Day Solutions, LLC | 0.24% | New | 8,637 | $1.1M |
| Cornerstone Capital, Inc. | 0.10% | Reduce -6.3% | 8,380 | $1.1M |
| Keybank National Association | 0.00% | New | 8,279 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.28% | Add +1.0% | 8,128 | $1.0M |
| TFO Wealth Partners, LLC | 0.11% | Reduce -5.4% | 8,108 | $1.0M |
| Knightsbridge Asset Management, LLC | 0.13% | Reduce -9.6% | 7,950 | $1.0M |
| Diversified Portfolios, Inc. | 0.07% | No change | 7,900 | $1.0M |
| DBK Financial Counsel, LLC | 0.84% | Add +2.5% | 7,782 | $997K |
| Factor Wealth Management LTD | 0.15% | Reduce -4.6% | 7,771 | $995K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.3% | 7,625 | $977K |
| BIP Wealth, LLC | 0.03% | Add +12.8% | 7,617 | $976K |
| Curi Capital, LLC | 0.01% | Add +1.0% | 7,493 | $960K |
| Mayport, LLC | 0.15% | Add +0.0% | 7,459 | $955K |
| Wealth Management Nebraska | 0.09% | Reduce -1.6% | 7,443 | $953K |
| Truist Financial Corp. | 0.00% | Add +0.3% | 7,283 | $933K |
| Monument Group Wealth Advisors, LLC | 0.44% | Reduce -0.9% | 7,237 | $927K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Reduce -2.7% | 7,206 | $923K |
| Trailhead Planners LLC | 0.89% | Reduce -55.1% | 7,161 | $917K |
| Keb Asset Management, LLC | 0.15% | Add +6.8% | 7,049 | $903K |
| Compound Planning, Inc. | 0.02% | Add +1.6% | 7,047 | $903K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +210.4% | 6,966 | $892K |
| HRT Financial LP | 0.00% | Reduce -45.3% | 6,944 | $889K |
| Ieq Capital, LLC | 0.00% | Add +7.5% | 6,932 | $888K |
| Brown Advisory Inc. | 0.00% | No change | 6,906 | $885K |
| Jordan Park Group LLC | 0.04% | No change | 6,898 | $883K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -91.0% | 6,784 | $869K |
| Arista Wealth Management, LLC | 0.09% | Reduce -0.7% | 6,708 | $859K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.7% | 6,532 | $837K |
| Oakwell Private Wealth Management, LLC | 0.13% | Reduce -7.6% | 6,289 | $805K |
| Mutual Advisors, LLC | 0.01% | Add +1.2% | 6,062 | $776K |
| Brighton Jones LLC | 0.01% | No change | 6,054 | $775K |
| L.K. Benson & Company, P.C. | 0.22% | Reduce -2.4% | 5,754 | $737K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +0.3% | 5,694 | $729K |
| Tranquility Partners, LLC | 0.25% | Add +19.7% | 5,631 | $721K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 5,594 | $716K |
| Inspire Advisors, LLC | 0.05% | Add +29.8% | 5,538 | $709K |
| Angeles Wealth Management, LLC | 0.03% | No change | 5,505 | $705K |
| Harbour Investments, Inc. | 0.01% | Add +59.1% | 5,481 | $702K |
| CWA Asset Management Group, LLC | 0.02% | Add +4.8% | 5,458 | $699K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -25.7% | 5,287 | $677K |
| Yardley Wealth Management LLC | 0.30% | No change | 5,123 | $656K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.9% | 5,111 | $655K |
| Accredited Investors Inc. | 0.03% | Add +3.9% | 5,110 | $654K |
| HBW Advisory Services LLC | 0.06% | New | 5,083 | $651K |
| RCS Financial Planning, LLC | 0.30% | Reduce -0.2% | 5,021 | $643K |
| Kachkovsky & Fisher, Inc. | 0.62% | — | 4,993 | $639K |
| Alpha Financial Advisors, LLC | 0.18% | No change | 4,929 | $631K |
| Oceanside Advisors LLC | 0.32% | Reduce -1.8% | 4,908 | $629K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.2% | 4,896 | $627K |
| McMill Wealth Management | 0.15% | Add +0.0% | 4,890 | $626K |
| Jackson Thornton Wealth Management, LLC | 0.05% | No change | 4,851 | $621K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +0.1% | 4,789 | $613K |
| Private Trust Co. NA | 0.05% | Reduce -47.0% | 4,776 | $612K |
| Foundry Financial LLC | 0.21% | Reduce -9.1% | 4,770 | $611K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -47.1% | 4,760 | $610K |
| Renaissance Technologies | 0.00% | Add +88.0% | 4,700 | $602K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.0% | 4,688 | $600K |
| Hexagon Capital Partners LLC | 0.08% | No change | 4,657 | $596K |
| Wealth Enhancement Trust Services, Inc. | 0.06% | New | 4,563 | $584K |
| Avestar Capital, LLC | 0.03% | No change | 4,549 | $583K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.2% | 4,539 | $581K |
| Saxony Capital Management, LLC | 0.26% | Reduce -39.2% | 4,500 | $576K |
| Aspiriant, LLC | 0.01% | No change | 4,493 | $575K |
| Langley Wealth Management, LLC | 0.56% | — | 4,477 | $573K |
| Cauble & Harre Wealth Management, Inc. | 0.46% | Reduce -8.7% | 4,430 | $567K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -9.2% | 4,421 | $566K |
| Pioneer Wealth Management Group | 0.14% | Reduce -11.9% | 4,377 | $561K |
| Cibc World Market Inc. | 0.00% | Reduce -54.6% | 4,376 | $560K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,329 | $554K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | No change | 4,229 | $542K |
| Lutz Financial Services LLC | 0.03% | Reduce -0.7% | 4,204 | $538K |
| Paul R. Ried Financial Group, LLC | 0.23% | Reduce -3.4% | 4,197 | $538K |
| William Mack & Associates, Inc. | 0.19% | Add +14.9% | 4,175 | $535K |
| Baird Financial Group, Inc. | 0.00% | Reduce -38.2% | 4,170 | $534K |
| Commerce Bank | 0.00% | No change | 4,150 | $532K |
| Winebrenner Capital Management LLC | 0.32% | Add +0.2% | 4,133 | $529K |
| Kooman & Associates | 0.14% | New | 4,049 | $519K |
| Purus Wealth Management, LLC | 0.14% | Add +58.2% | 3,953 | $506K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 3,944 | $505K |
| Nuveen, LLC | 0.00% | New | 3,897 | $499K |
| Hill Investment Group Partners, LLC | 0.05% | No change | 3,872 | $496K |
| Intelligence Driven Advisers, LLC | 0.08% | No change | 3,751 | $480K |
| Belleair Asset Management, LLC | 0.40% | No change | 3,669 | $470K |
| 55 North Private Wealth, LLC | 0.09% | No change | 3,663 | $469K |
| Tortuga Wealth Management, Inc | 0.35% | Add +9.6% | 3,615 | $463K |
| Sandhill Capital Partners LLC | 0.04% | Reduce -0.7% | 3,611 | $463K |
| Midwest Heritage Bank, FSB | 0.13% | Add +10.3% | 3,554 | $455K |
| MeadowBrook Investment Advisors LLC | 0.36% | No change | 3,530 | $452K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.6% | 3,435 | $438K |
| D. E. Shaw & Co. | 0.00% | New | 3,403 | $436K |
| Seaside Wealth Management, Inc. | 0.10% | Add +0.1% | 3,302 | $423K |
| Austin Asset Management Co Inc | 0.06% | No change | 3,299 | $423K |
| Stonebrook Private Inc. | 0.08% | Add +1.3% | 3,260 | $418K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +9.8% | 3,222 | $413K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -77.7% | 3,202 | $410K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -43.1% | 3,155 | $404K |
| American Trust | 0.03% | Add +0.2% | 3,150 | $403K |
| Mather Group, Llc. | 0.00% | No change | 3,143 | $403K |
| Claris Advisors, LLC / Mo / | 0.10% | Reduce -6.3% | 3,087 | $395K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,066 | $393K |
| Kingsview Wealth Management, LLC | 0.00% | Add +39.0% | 3,047 | $390K |
| Pasadena Private Wealth, LLC | 0.05% | Add +0.3% | 3,041 | $389K |
| Parkwoods Wealth Partners, LLC | 0.06% | No change | 3,026 | $388K |
| RHL Group, LLC | 0.32% | Add +11.7% | 3,014 | $386K |
| Summit Financial, LLC | 0.00% | Reduce -1.1% | 2,991 | $383K |
| Cypress Wealth Services, LLC | 0.05% | No change | 2,944 | $377K |
| Magnus Financial Group LLC | 0.03% | Reduce -30.2% | 2,942 | $377K |
| Evolution Wealth Management Inc. | 0.22% | Reduce -1.9% | 2,907 | $372K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.4% | 2,871 | $368K |
| Moneco Advisors, LLC | 0.02% | Add +7.6% | 2,828 | $362K |
| StoneX Group Inc. | 0.01% | New | 2,827 | $362K |
| Sylvest Advisors, LLC | 0.16% | Add +2.7% | 2,824 | $362K |
| Well Done, LLC | 0.05% | Reduce -30.9% | 2,809 | $360K |
| Synergy Asset Management, LLC | 0.03% | No change | 2,763 | $354K |
| Haven Private, LLC | 0.13% | Add +9.5% | 2,756 | $353K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.3% | 2,756 | $353K |
| Mission Wealth Management, LP | 0.00% | New | 2,746 | $352K |
| Chapman Financial Group, LLC | 0.23% | No change | 2,735 | $350K |
| Prosperitas Financial LLC | 0.11% | Add +12.1% | 2,722 | $349K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,718 | $348K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.9% | 2,708 | $347K |
| NorthRock Partners, LLC | 0.01% | No change | 2,705 | $346K |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 2,694 | $345K |
| Sowell Financial Services LLC | 0.01% | No change | 2,689 | $344K |
| Root Financial Partners, LLC | 0.01% | No change | 2,679 | $343K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,673 | $342K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +32.8% | 2,665 | $341K |
| Goldman Sachs Group Inc. | 0.00% | New | 2,654 | $340K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,635 | $337K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 2,631 | $337K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -3.4% | 2,610 | $334K |
| Choreo, LLC | 0.00% | No change | 2,600 | $333K |
| URS Advisory LLC | 0.18% | New | 2,584 | $331K |
| Peak Planning Group, LLC | 0.07% | New | 2,581 | $331K |
| Financial Partners Group, Inc | 0.03% | Reduce -0.2% | 2,565 | $329K |
| Dogwood Wealth Management LLC | 0.13% | Reduce -0.2% | 2,552 | $327K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,546 | $326K |
| Investment Advisory Group, LLC | 0.07% | Add +0.8% | 2,525 | $323K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | No change | 2,466 | $316K |
| Shufro Rose & Co. LLC | 0.02% | Add +2.0% | 2,438 | $312K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | No change | 2,419 | $310K |
| National Wealth Management Group, LLC | 0.10% | New | 2,405 | $308K |
| Clark Asset Management, LLC | 0.02% | Reduce -18.1% | 2,389 | $306K |
| Independent Wealth Network Inc. | 0.08% | Reduce -2.1% | 2,331 | $299K |
| Rothschild Investment LLC | 0.01% | No change | 2,275 | $291K |
| Prosperity Financial Group, Inc. | 0.09% | No change | 2,266 | $290K |
| CRA Financial Services, LLC | 0.03% | No change | 2,210 | $283K |
| Elevate Wealth Advisory, Inc. | 0.16% | Add +4.4% | 2,173 | $278K |
| Landaas & Co. /Wi | 0.05% | No change | 2,142 | $274K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 2,134 | $273K |
| Sunrise Financial Services, LLC | 0.16% | No change | 2,128 | $273K |
| Creative Capital Management Investments LLC | 0.06% | Reduce -2.6% | 2,128 | $273K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.1% | 2,120 | $272K |
| Peak Retirement Planning, Inc. | 0.04% | New | 2,068 | $265K |
| Caprock Group, LLC | 0.01% | No change | 2,043 | $262K |
| Almanack Investment Partners, LLC. | 0.03% | No change | 2,040 | $261K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3978.0% | 2,039 | $261K |
| AE Wealth Management LLC | 0.00% | Reduce -43.5% | 2,031 | $260K |
| IFP Advisors, Inc | 0.00% | Add +23.9% | 1,998 | $256K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -19.1% | 1,983 | $254K |
| GEM Asset Management, LLC | 0.10% | Add +0.1% | 1,970 | $252K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,967 | $252K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 1,954 | $250K |
| Vance Wealth, LLC | 0.06% | Reduce -2.2% | 1,952 | $250K |
| Bank of Montreal | 0.00% | Reduce -18.8% | 1,928 | $247K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,898 | $243K |
| Atlas Private Wealth Advisors | 0.05% | New | 1,826 | $234K |
| Petersen Hastings Wealth Advisors Inc. | 0.02% | No change | 1,813 | $232K |
| SP Asset Management LLC | 0.02% | Add +0.2% | 1,811 | $232K |
| Ballast Financial Advisors LLC | 0.21% | New | 1,794 | $230K |
| Resolute Wealth Advisor, Inc. | 0.13% | No change | 2,041 | $227K |
| PCG Wealth Advisors, LLC | 0.05% | Reduce -23.4% | 1,762 | $226K |
| Prairie Advisory, LLC | 0.05% | — | 1,758 | $225K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,712 | $219K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,686 | $216K |
| Tyche Wealth Partners LLC | 0.03% | New | 1,633 | $209K |
| Northwest Bancshares, Inc. | 0.04% | New | 1,630 | $209K |
| Greenleaf Trust | 0.00% | New | 1,618 | $207K |
| Allodium Investment Consultants, LLC | 0.09% | New | 1,570 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Add +76.0% | 1,570 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -75.5% | 1,386 | $178K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 1,363 | $175K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.7% | 1,351 | $173K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,248 | $160K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,166 | $149K |
| REAP Financial Group, LLC | 0.02% | Reduce -24.9% | 1,130 | $145K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +1261.7% | 1,103 | $141K |
| Parkside Financial Bank & Trust | 0.01% | Add +23.2% | 1,067 | $137K |
| Fortitude Family Office, LLC | 0.03% | No change | 1,000 | $128K |
| Asset Dedication, LLC | 0.01% | Reduce -3.5% | 886 | $113K |
| Harbor Asset Planning, Inc. | 0.08% | Add +23.4% | 880 | $113K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.8% | 881 | $112K |
| BankPlus Trust Department | 0.02% | No change | 820 | $105K |
| Assetmark, Inc. | 0.00% | Reduce -26.7% | 579 | $74K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 574 | $74K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.7% | 549 | $70K |
| YANKCOM Partnership | 0.02% | New | 500 | $64K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 434 | $56K |
| Minot DeBlois Advisors LLC | 0.05% | No change | 421 | $54K |
| Anchor Investment Management, LLC | 0.00% | New | 411 | $53K |
| GAMMA Investing LLC | 0.00% | No change | 395 | $51K |
| Vanguard Advisers Inc. | 0.00% | Add +1.3% | 377 | $48K |
| Monetary Solutions, Ltd | 0.04% | No change | 345 | $44K |
| Vision Retirement, LLC | 0.01% | New | 338 | $43K |
| US Bancorp \de | 0.00% | No change | 290 | $37K |
| Nemes Rush Group LLC | 0.00% | No change | 276 | $35K |
| Kings Path Partners LLC | 0.01% | No change | 271 | $35K |
| Spire Wealth Management | 0.00% | No change | 269 | $34K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 262 | $34K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 256 | $33K |
| Intelligent Financial Strategies | 0.02% | Reduce -68.6% | 246 | $31K |
| PFC Capital Group, Inc. | 0.01% | Add +36.0% | 204 | $26K |
| National Bank of Canada | 0.00% | No change | 188 | $24K |
| Atwood & Palmer Inc. | 0.00% | No change | 183 | $23K |
| Peterson Wealth Management | 0.01% | New | 160 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 153 | $20K |
| GoalVest Advisory LLC | 0.00% | No change | 148 | $19K |
| Operose Advisors LLC | 0.00% | No change | 137 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 131 | $17K |
| Buck Wealth Strategies, LLC | 0.00% | New | 123 | $16K |
| Rialto Wealth Management, LLC | 0.00% | No change | 94 | $12K |
| Lodestone Wealth Management LLC | 0.00% | Add +666.7% | 92 | $12K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 83 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 75 | $10K |
| Trust Co | 0.00% | New | 60 | $8K |
| Capital Analysts, LLC | 0.00% | New | 50 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 45 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 31 | $4K |
| Gleason Group, Inc. | 0.00% | No change | 30 | $4K |
| Key Financial Inc | 0.00% | No change | 26 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 23 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 22 | $3K |
| 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 | $947 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $256 |
| Citigroup Inc. | 0.00% | Reduce -83.3% | 1 | $128 |
"% 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.