AMERICAN CENTY ETF TR

Ticker: AVLC CUSIP: 025072158 Class: AVANTIS US LARG

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Oak Root LLC2,437,157$191,609
Pacific Life Fund Advisors LLC833,244$65,510
Beaird Harris Wealth Management, LLC661,326$51,993
ENVESTNET ASSET MANAGEMENT INC575,818$45,271
Cypress Point Wealth Management, LLC457,783$35,991
Ridgeline Wealth, LLC444,183$34,922
LPL Financial LLC417,911$32,856
GRIMES & COMPANY, INC.390,848$30,728
PARK AVENUE SECURITIES LLC381,331$30
Simplicity Wealth,LLC374,075$29,410
Buttonwood Financial Group, LLC346,612$28,013
JPMORGAN CHASE & CO344,707$27,101
Well Done, LLC297,469$23,387
Networth Advisors, LLC239,172$18,804
Global Strategic Investment Solutions, LLC230,892$18,153
OneDigital Investment Advisors LLC225,745$17,748
FAS Wealth Partners, Inc.218,686$17,193
Allworth Financial LP173,696$13,656
ARCADIA INVESTMENT ADVISORS LLC141,111$11,094
Strategic Blueprint, LLC140,922$11,079
AE Wealth Management LLC140,086$11,014
HighTower Advisors, LLC134,419$10,568
Western Reserve Capital Management, LLC133,190$10,471
Prosperity Planning, Inc.130,763$10,281
Visionary Wealth Advisors126,991$9,984
Cresset Asset Management, LLC113,868$8,952
Dogwood Wealth Management LLC113,282$8,906
MML INVESTORS SERVICES, LLC98,792$7,767
Haven Private, LLC94,069$7,396
MERCER GLOBAL ADVISORS INC /ADV84,665$6,656
ShankerValleau Wealth Advisors, Inc.82,257$6,467
CoreCap Advisors, LLC78,293$6,155
Herold Advisors, Inc.77,343$6,081
Mendota Financial Group, LLC73,882$5,809
UPTICK PARTNERS, LLC63,148$4,965
Skyview Financial Group LLC49,061$3,857
Waterfront Wealth Inc.40,335$3,265
SUSQUEHANNA INTERNATIONAL GROUP, LLP38,079$2,994
Plancorp, LLC35,164$2,765
COMMONWEALTH EQUITY SERVICES, LLC34,687$2,727
WCG Wealth Advisors LLC34,085$2,680
ENDEAVOR PRIVATE WEALTH, INC.32,694$2,570
AMERICAN CENTURY COMPANIES INC30,374$2,388
BFI Wealth Solutions, LLC29,209$2,296
Private Wealth Asset Management, LLC28,235$2,220
Rockefeller Capital Management L.P.24,851$1,954
Armbruster Capital Management, Inc.21,000$1,651
Chicago Partners Investment Group LLC20,487$1,651
SEEDS INVESTOR LLC18,663$1,467
Hills Bank & Trust Co14,479$1,138
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,966$941
DIXON FNANCIAL SERVICES, INC.11,933$938
MAI Capital Management11,705$920
Vestmark Advisory Solutions, Inc.11,409$897
World Investment Advisors11,409$897
LEGACY FINANCIAL GROUP, INC.10,646$837
Bison Wealth, LLC8,953$689
Lloyd Advisory Services, LLC.7,703$606
Corient Private Wealth LLC6,912$525
Farther Finance Advisors, LLC5,973$470
Cambridge Investment Research Advisors, Inc.5,613$0
FineMark National Bank & Trust5,401$425
Allegiance Financial Group Advisory Services LLC5,363$422
Kestra Advisory Services, LLC5,266$414
CITADEL ADVISORS LLC5,154$405
Pacific Asset Management, LLC4,498$354
GREAT VALLEY ADVISOR GROUP, INC.3,968$312
CONFLUENCE INVESTMENT MANAGEMENT LLC3,458$272
MONTAG A & ASSOCIATES INC3,260$256
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,109$244
Compound Planning, Inc.2,748$216
BLVD Private Wealth, LLC2,596$204
Kingdom Financial Group LLC.1,074$84
Nemes Rush Group LLC823$65
SRS Capital Advisors, Inc.736$58
Rossby Financial, LCC394$31
Asset Dedication, LLC311$24
McIlrath & Eck, LLC77$6
Activest Wealth Management76$6
REAP Financial Group, LLC36$3
Total (80 institutions)11,481,709$873,165