Ticker: AVMV CUSIP: 025072133 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| B&D White Capital Company, LLC | 21,555 | $1,535 |
| PACES FERRY WEALTH ADVISORS, LLC | 6,816 | $485 |
| Gladstone Institutional Advisory LLC | 3,934 | $280 |
| Beacon Pointe Advisors, LLC | 7,650 | $545 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,200 | $85 |
| KELLEHER FINANCIAL ADVISORS | 414 | $30 |
| Equitable Holdings, Inc. | 4,693 | $334 |
| 1620 INVESTMENT ADVISORS, INC. | 160 | $11 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,202 | $869 |
| CITADEL ADVISORS LLC | 6,323 | $450 |
| Clearstead Advisors, LLC | 586 | $42 |
| Capital Analysts, LLC | 4,115 | $0 |
| MAI Capital Management | 294 | $21 |
| Allworth Financial LP | 50 | $4 |
| MORGAN STANLEY | 22 | $2 |
| Lodestone Wealth Management LLC | 10 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ENZI WEALTH | 140,575 | 632,886 | +492,311 (+350.2%) |
| ECLECTIC ASSOCIATES INC /ADV | 168,313 | 282,746 | +114,433 (+68.0%) |
| Prosperity Planning, Inc. | 122,530 | 132,687 | +10,157 (+8.3%) |
| Team Financial Group, LLC | 86,068 | 89,556 | +3,488 (+4.1%) |
| Moisand Fitzgerald Tamayo, LLC | 434,032 | 443,990 | +9,958 (+2.3%) |
| Evensky & Katz LLC | 696,843 | 725,469 | +28,626 (+4.1%) |
| FINANCIAL MANAGEMENT NETWORK INC | 116,293 | 131,235 | +14,942 (+12.8%) |
| Rialto Wealth Management, LLC | 62,929 | 72,996 | +10,067 (+16.0%) |
| Triangle Securities Wealth Management | 7,059 | 27,592 | +20,533 (+290.9%) |
| Maridea Wealth Management LLC | 48,581 | 66,449 | +17,868 (+36.8%) |
| FineMark National Bank & Trust | 12,633 | 81,937 | +69,304 (+548.6%) |
| Quadcap Wealth Management, LLC | 88,126 | 93,719 | +5,593 (+6.3%) |
| FIRST NATIONAL BANK SIOUX FALLS | 27,486 | 30,296 | +2,810 (+10.2%) |
| Haven Private, LLC | 21,584 | 22,090 | +506 (+2.3%) |
| Farther Finance Advisors, LLC | 47,124 | 54,197 | +7,073 (+15.0%) |
| Paragon Advisors, LLC | 3,120 | 3,716 | +596 (+19.1%) |
| AMERICAN CENTURY COMPANIES INC | 306,485 | 355,175 | +48,690 (+15.9%) |
| Corient Private Wealth LLC | 16,131 | 30,850 | +14,719 (+91.2%) |
| Chicago Partners Investment Group LLC | 24,998 | 26,762 | +1,764 (+7.1%) |
| PNC Financial Services Group, Inc. | 29,429 | 44,450 | +15,021 (+51.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Stegent Equity Advisors, Inc. | 6,851 | 4,256 | -2,595 (-37.9%) |
| SEEDS INVESTOR LLC | 7,537 | 5,139 | -2,398 (-31.8%) |
| Premier Path Wealth Partners, LLC | 38,770 | 36,648 | -2,122 (-5.5%) |
| Signature Resources Capital Management, LLC | 7,218 | 6,644 | -574 (-8.0%) |
| OSAIC HOLDINGS, INC. | 38,324 | 19,094 | -19,230 (-50.2%) |
| Herold Advisors, Inc. | 12,912 | 12,680 | -232 (-1.8%) |
| LPL Financial LLC | 103,386 | 95,430 | -7,956 (-7.7%) |
| Advisory Services Network, LLC | 6,405 | 4,456 | -1,949 (-30.4%) |
| ENVESTNET ASSET MANAGEMENT INC | 18,010 | 13,580 | -4,430 (-24.6%) |
| Private Advisor Group, LLC | 5,306 | 5,036 | -270 (-5.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Financial Partners Group, Inc | 3,600 | $248 |
| Cloud Capital Management, LLC | 1,173 | $0 |
| GOLDMAN SACHS GROUP INC | 12,135 | $836 |
| UBS Group AG | 425 | $29 |
| SIMPLEX TRADING, LLC | 113 | $0 |