Ticker: AVEM CUSIP: 025072604 Class: AVANTIS EMGMKT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Alpha Financial Advisors, LLC | 237,635 | $18,303 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 143,070 | $11,019 |
| CROBAN | 84,460 | $6,505 |
| Marietta Wealth Management, LLC | 244,424 | $18,826 |
| Stonehearth Capital Management, LLC | 71,679 | $5,521 |
| Great Diamond Partners, LLC | 116,438 | $8,968 |
| Stonebrook Private Inc. | 105,330 | $8,112 |
| HICKS CAPITAL MANAGEMENT LLC | 21,730 | $1,674 |
| Legacy CG, LLC | 78,004 | $6,008 |
| Systelligence, LLC | 108,904 | $8,388 |
| Bogart Wealth, LLC | 433,802 | $33,411 |
| Carrera Capital Advisors | 99,387 | $7,655 |
| GW HENSSLER & ASSOCIATES LTD | 215,351 | $16,586 |
| Cooper Financial Group | 93,654 | $7,213 |
| Lifelong Wealth Advisors, Inc. | 36,389 | $2,803 |
| BlackDiamond Wealth Management Inc. | 14,217 | $1,217 |
| HUB Investment Partners, LLC | 241,766 | $18,621 |
| Robertson Stephens Wealth Management, LLC | 234,831 | $18,087 |
| Clearview Wealth Advisors LLC | 11,393 | $877 |
| SRS Capital Advisors, Inc. | 234,975 | $18,098 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kestra Investment Management, LLC | 39,677 | 1,475,543 | +1,435,866 (+3618.9%) |
| Hobbs Wealth Management, LLC | 24,269 | 50,154 | +25,885 (+106.7%) |
| BOYUM WEALTH ARCHITECTS LLC | 37,316 | 81,975 | +44,659 (+119.7%) |
| McLean Asset Management Corp | 347,137 | 465,220 | +118,083 (+34.0%) |
| NICOLET ADVISORY SERVICES, LLC | 488,607 | 754,863 | +266,256 (+54.5%) |
| Armstrong, Fleming & Moore, Inc | 201,613 | 233,841 | +32,228 (+16.0%) |
| Echo Wealth Management, LLC | 77,932 | 102,188 | +24,256 (+31.1%) |
| Henrickson Nauta Wealth Advisors, Inc. | 128,914 | 257,557 | +128,643 (+99.8%) |
| ShoreHaven Wealth Partners, LLC | 131,986 | 169,224 | +37,238 (+28.2%) |
| Evelyn Partners Asset Management Ltd | 214 | 100,738 | +100,524 (+46973.8%) |
| OneDigital Investment Advisors LLC | 269,909 | 2,245,195 | +1,975,286 (+731.8%) |
| CORRECT CAPITAL WEALTH MANAGEMENT | 291,214 | 316,759 | +25,545 (+8.8%) |
| GREENUP STREET WEALTH MANAGEMENT LLC | 598,077 | 641,539 | +43,462 (+7.3%) |
| MN Wealth Advisors, LLC | 79,164 | 91,838 | +12,674 (+16.0%) |
| LIBRA WEALTH LLC | 169,176 | 190,269 | +21,093 (+12.5%) |
| INVENIO WEALTH PARTNERS LLC | 65,398 | 85,299 | +19,901 (+30.4%) |
| NICOLET BANKSHARES INC | 201,816 | 230,389 | +28,573 (+14.2%) |
| Diversified Portfolios, Inc. | 502,835 | 549,538 | +46,703 (+9.3%) |
| ACT Advisors, LLC. | 297,263 | 307,508 | +10,245 (+3.4%) |
| Fonville Wealth Management LLC | 205,790 | 226,385 | +20,595 (+10.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PLANWISER FINANCIAL, LLC | 43,025 | 8,709 | -34,316 (-79.8%) |
| Oak Root LLC | 1,167,215 | 1,075,466 | -91,749 (-7.9%) |
| Magnolia Private Wealth, LLC | 90,472 | 72,627 | -17,845 (-19.7%) |
| WJ Interests, LLC | 270,715 | 250,803 | -19,912 (-7.4%) |
| ORBA Wealth Advisors, L.L.C. | 45,405 | 38,293 | -7,112 (-15.7%) |
| Total Wealth Planning, LLC | 112,051 | 7,672 | -104,379 (-93.2%) |
| Oak Wealth Advisors LLC | 126,622 | 121,615 | -5,007 (-4.0%) |
| Annex Advisory Services, LLC | 2,186,603 | 2,106,433 | -80,170 (-3.7%) |
| Ritter Daniher Financial Advisory LLC / DE | 419,611 | 408,482 | -11,129 (-2.7%) |
| VERUS WEALTH MANAGEMENT, LLC | 47,795 | 45,268 | -2,527 (-5.3%) |
| Morton Brown Family Wealth, LLC | 459,692 | 454,605 | -5,087 (-1.1%) |
| Financial Futures Ltd Liability Co. | 96,829 | 93,254 | -3,575 (-3.7%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 202,954 | 197,950 | -5,004 (-2.5%) |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 103,719 | 101,306 | -2,413 (-2.3%) |
| ACIMA PRIVATE WEALTH, LLC | 106,677 | 98,393 | -8,284 (-7.8%) |
| Visionary Horizons, LLC | 81,702 | 79,379 | -2,323 (-2.8%) |
| DOPKINS WEALTH MANAGEMENT, LLC | 92,438 | 89,596 | -2,842 (-3.1%) |
| Fort Vancouver Investment Management, LLC | 164,819 | 162,886 | -1,933 (-1.2%) |
| rebel Financial LLC | 85,502 | 82,407 | -3,095 (-3.6%) |
| Cannon Financial Strategists, Inc. | 349,886 | 344,629 | -5,257 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 176,013 | $13,220 |
| Hilltop Holdings Inc. | 44,482 | $3,341 |
| PFG Private Wealth Management, LLC | 5,505 | $413 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 23,719 | $1,782 |
| Able Wealth Management LLC | 3,724 | $280 |
| North Capital, Inc. | 1,348 | $101 |
| OPPENHEIMER & CO INC | 44,913 | $3,373 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 4,123 | $310 |
| Crossmark Global Holdings, Inc. | 32,963 | $2,476 |
| Tripletail Wealth Management, LLC | 637 | $49 |
| Consolidated Portfolio Review Corp | 5,279 | $397 |
| Financial Gravity Asset Management, Inc. | 1,919 | $144 |
| NewSquare Capital LLC | 2,799 | $210 |
| TruNorth Capital Management, LLC | 800 | $60 |
| MONTAG A & ASSOCIATES INC | 2,337 | $176 |
| GOLDMAN SACHS GROUP INC | 109,033 | $8,189 |
| SCS Capital Management LLC | 3,766 | $283 |
| NATIONAL BANK OF CANADA /FI/ | 10,300 | $774 |
| COMMERCE BANK | 3,029 | $228 |
| MATHER GROUP, LLC. | 760 | $57 |