AMERICAN CENTY ETF TR

Ticker: AVSU CUSIP: 025072281 Class: AVANTIS RESPON U

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

InstitutionSharesValue ($000)
Clarity Asset Management, Inc.419,224$31,987
Focus Partners Wealth351,223$26,798
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC153,639$12,025
MERCER GLOBAL ADVISORS INC /ADV153,236$11,692
Highland Financial Advisors, LLC136,746$10,434
LPL Financial LLC134,917$10,294
Waverly Advisors, LLC133,249$10,167
COMMONWEALTH EQUITY SERVICES, LLC115,125$8,784
Trailhead Planners LLC107,749$8,221
Corient Private Wealth LLC95,849$7,313
Northland Capital Management LLC75,850$5,787
AlTi Global, Inc.50,529$3,855
Mariner, LLC46,459$3,545
Greenspring Advisors, LLC42,183$3,219
LongView Asset Management LLC38,669$2,950
Trellis Wealth Advisors LLC33,219$2,535
AWM CAPITAL, LLC33,070$2,523
ENVESTNET ASSET MANAGEMENT INC32,371$2,470
HighTower Advisors, LLC32,233$2,459
CITADEL ADVISORS LLC26,680$2,036
TRUIST FINANCIAL CORP26,505$2,022
Savant Capital, LLC25,670$1,959
HB Wealth Management, LLC25,173$1,921
Vestment Financial LLC24,179$1,899
Hill Investment Group Partners, LLC23,684$1,807
Diversified Portfolios, Inc.21,393$1,632
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,680$1,578
Brinker Capital Investments, LLC20,022$1,528
BFSG, LLC19,613$1,496
Kelman-Lazarov, Inc.19,537$1,491
Burton Enright Welch18,655$1,423
VISTA CAPITAL PARTNERS, INC.18,216$1,390
Bridgewater Advisors Inc.15,502$1,211
Financial Plan, Inc.13,880$1,059
Passive Capital Management, LLC.13,564$1,035
JOURNEY STRATEGIC WEALTH LLC13,288$1,014
Henrickson Nauta Wealth Advisors, Inc.12,182$953
ABLE Financial Group, LLC11,427$872
FMB WEALTH MANAGEMENT11,263$859
Buckingham Strategic Partners10,974$837
QUARRY HILL ADVISORS, LLC10,016$764
EnRich Financial Partners LLC9,212$703
Orion Capital Management LLC9,156$699
Oak Wealth Advisors LLC8,635$659
Signature Resources Capital Management, LLC8,420$642
MORGAN STANLEY8,369$639
Torren Management, LLC8,161$623
North Ridge Wealth Advisors, Inc.7,868$600
Kestra Advisory Services, LLC7,758$592
Trademark Financial Management, LLC6,979$532
Austin Asset Management Co Inc6,270$478
Cetera Investment Advisers5,825$444
Tortoise Investment Management, LLC5,320$406
Plancorp, LLC5,250$401
Sprinkle Financial Consultants LLC5,224$399
TCI Wealth Advisors, Inc.5,017$383
Pacific Asset Management, LLC4,867$371
Team Hewins, LLC4,786$365
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV4,619$352
Wealth Enhancement Trust Services, Inc.4,580$349
Modern Wealth Management, LLC4,433$338
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC3,963$302
CORRECT CAPITAL WEALTH MANAGEMENT3,890$297
MONETA GROUP INVESTMENT ADVISORS LLC2,784$212
CURIO WEALTH, LLC2,576$199
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC2,335$178
True Wealth Design, LLC2,209$169
OSAIC HOLDINGS, INC.1,892$144
CWM, LLC1,540$0
ZRC WEALTH MANAGEMENT, LLC1,009$77
GRAND WEALTH MANAGEMENT, LLC868$66
WealthCollab, LLC859$66
Fort Vancouver Investment Management, LLC659$50
Asset Dedication, LLC541$41
SRS Capital Advisors, Inc.202$15
Sound Income Strategies, LLC164$13
Total (76 institutions)2,743,883$209,654