Ticker: AVGV CUSIP: 025072216 Class: AVANTIS ALL EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Meredith Wealth Planning | 460,263 | $33,682 |
| Paul R. Ried Financial Group, LLC | 85,211 | $6,236 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 68,804 | $5,199 |
| B&D White Capital Company, LLC | 51,228 | $3,749 |
| M Wealth Management, LLC | 30,057 | $2,200 |
| Evanson Asset Management, LLC | 27,262 | $1,995 |
| McCartney Wealth Management LLC | 26,285 | $1,924 |
| LPL Financial LLC | 12,485 | $914 |
| Austin Wealth Management, LLC | 11,758 | $889 |
| Ridgeline Wealth, LLC | 8,391 | $614 |
| JPMORGAN CHASE & CO | 8,057 | $590 |
| ENTREWEALTH, LLC | 5,807 | $469 |
| Focus Partners Wealth | 5,328 | $390 |
| Vawter Financial, Ltd. | 4,904 | $359 |
| NewEdge Advisors, LLC | 4,035 | $295 |
| SAX WEALTH ADVISORS, LLC | 3,845 | $281 |
| Farther Finance Advisors, LLC | 3,332 | $244 |
| Compound Planning, Inc. | 2,807 | $205 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1,270 | $93 |
| Rialto Wealth Management, LLC | 726 | $53 |
| Orion Capital Management LLC | 315 | $23 |
| Moisand Fitzgerald Tamayo, LLC | 195 | $14 |
| Total (22 institutions) | 822,365 | $60,416 |