AMERICAN CENTY ETF TR

Ticker: AVSE CUSIP: 025072315 Class: AVANTIS RESPONSI

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

InstitutionSharesValue ($000)
Northwest & Ethical Investments L.P.223,750$14,537
Focus Partners Wealth151,473$9,841
Riverwater Partners LLC125,369$8,145
Corient Private Wealth LLC113,465$7,372
CITADEL ADVISORS LLC67,693$4,398
HighTower Advisors, LLC65,972$4,286
JANE STREET GROUP, LLC49,115$3,191
COMMONWEALTH EQUITY SERVICES, LLC43,277$2,812
LongView Asset Management LLC38,844$2,524
Trailhead Planners LLC38,290$2,488
MERCER GLOBAL ADVISORS INC /ADV32,281$2,097
Highland Financial Advisors, LLC22,685$1,474
Opes Wealth Management LLC22,372$1,454
JOURNEY STRATEGIC WEALTH LLC15,820$1,028
Northland Capital Management LLC14,294$929
Mason & Associates Inc13,887$902
Savant Capital, LLC13,526$879
LPL Financial LLC11,871$771
Trademark Financial Management, LLC11,129$723
Asset Dedication, LLC10,106$657
Greenspring Advisors, LLC9,449$614
Trellis Wealth Advisors LLC8,932$580
AlTi Global, Inc.8,432$548
Vestment Financial LLC7,486$504
Walkner Condon Financial Advisors LLC7,397$481
Team Hewins, LLC7,011$455
Apollon Wealth Management, LLC6,780$440
MB Generational Wealth, LLC6,708$436
HB Wealth Management, LLC6,391$415
Tarbox Family Office, Inc.6,110$397
Burton Enright Welch5,900$383
Accurate Wealth Management, LLC5,767$388
Plancorp, LLC5,755$374
Level Financial Advisors, Inc.5,614$365
Leonard Rickey Investment Advisors P.L.L.C.5,549$361
CURIO WEALTH, LLC5,176$335
Buckingham Strategic Partners5,147$334
ENVESTNET ASSET MANAGEMENT INC5,099$331
AXXCESS WEALTH MANAGEMENT, LLC4,605$299
ABLE Financial Group, LLC3,975$258
EP Wealth Advisors, LLC3,865$251
Kelman-Lazarov, Inc.3,732$242
TCI Wealth Advisors, Inc.3,729$242
RAYMOND JAMES FINANCIAL INC3,722$242
TRUIST FINANCIAL CORP3,686$239
Addison Advisors LLC3,563$231
Financial Plan, Inc.3,166$206
True Wealth Design, LLC2,582$168
WealthCollab, LLC2,499$162
Signature Resources Capital Management, LLC2,136$139
MORGAN STANLEY1,969$128
Torren Management, LLC1,752$114
North Ridge Wealth Advisors, Inc.1,365$89
Sankala Group LLC1,323$98
WealthShield Partners, LLC1,300$84
Kestra Advisory Services, LLC1,201$78
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC1,201$78
Global Retirement Partners, LLC933$61
Orion Capital Management LLC654$42
ZRC WEALTH MANAGEMENT, LLC513$33
ROYAL BANK OF CANADA249$16
Dunhill Financial, LLC18$1
SJS Investment Consulting Inc.16$1
Total (63 institutions)1,257,676$81,755