Ticker: AVUS CUSIP: 025072885 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 333,192 | $37,244 |
| My Personal CFO, LLC | 123,990 | $13,860 |
| MCF Advisors LLC | 143,153 | $16,002 |
| Bison Wealth, LLC | 28,141 | $3,095 |
| BAKER BOYER NATIONAL BANK | 9,297 | $1,039 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 16,023 | $1,791 |
| Revolve Wealth Partners, LLC | 16,420 | $1,835 |
| UPTICK PARTNERS, LLC | 6,943 | $776 |
| Signature Wealth Management Group | 2,448 | $274 |
| Paul R. Ried Financial Group, LLC | 1,832 | $205 |
| Independent Wealth Network Inc. | 2,388 | $267 |
| Strategic Financial Concepts, LLC | 2,132 | $238 |
| M Holdings Securities, Inc. | 13,177 | $1 |
| Well Done, LLC | 4,094 | $458 |
| Peak Retirement Planning, Inc. | 1,865 | $208 |
| DGS Capital Management, LLC | 2,211 | $247 |
| MONECO Advisors, LLC | 2,258 | $252 |
| Sequoia Financial Advisors, LLC | 19,189 | $2,145 |
| SHUFRO ROSE & CO LLC | 2,221 | $248 |
| BIP Wealth, LLC | 3,278 | $366 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| McLean Asset Management Corp | 478,285 | 677,180 | +198,895 (+41.6%) |
| Hutchens & Kramer Investment Management Group, LLC | 185,534 | 276,001 | +90,467 (+48.8%) |
| B&D White Capital Company, LLC | 553,467 | 750,556 | +197,089 (+35.6%) |
| Henrickson Nauta Wealth Advisors, Inc. | 196,511 | 390,002 | +193,491 (+98.5%) |
| Leo Wealth, LLC | 267,315 | 483,817 | +216,502 (+81.0%) |
| CVA Family Office, LLC | 172,004 | 261,060 | +89,056 (+51.8%) |
| Arcadia Wealth Management, Inc. | 317,005 | 335,379 | +18,374 (+5.8%) |
| HTG Investment Advisors, Inc. | 212,066 | 241,223 | +29,157 (+13.7%) |
| WorthPointe, LLC | 263,465 | 269,325 | +5,860 (+2.2%) |
| Greenspring Advisors, LLC | 172,435 | 194,101 | +21,666 (+12.6%) |
| Caliber Wealth Management, LLC / KS | 517,611 | 565,860 | +48,249 (+9.3%) |
| LEGACY FINANCIAL GROUP, INC. | 329,124 | 350,459 | +21,335 (+6.5%) |
| Signature Resources Capital Management, LLC | 257,151 | 271,612 | +14,461 (+5.6%) |
| Quantum Financial Advisors, LLC | 1,190,992 | 1,233,508 | +42,516 (+3.6%) |
| HB Wealth Management, LLC | 4,762,043 | 5,248,830 | +486,787 (+10.2%) |
| Sterneck Capital Management, LLC | 53,891 | 63,751 | +9,860 (+18.3%) |
| Bridgewater Advisors Inc. | 647,503 | 700,712 | +53,209 (+8.2%) |
| ARQ WEALTH ADVISORS, LLC | 145,598 | 161,471 | +15,873 (+10.9%) |
| ACCREDITED INVESTOR SERVICES, LLC | 485,567 | 492,255 | +6,688 (+1.4%) |
| FMB WEALTH MANAGEMENT | 144,232 | 152,105 | +7,873 (+5.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| J. Team Financial, Inc. | 58,140 | 30,464 | -27,676 (-47.6%) |
| Magnolia Private Wealth, LLC | 233,049 | 105,108 | -127,941 (-54.9%) |
| Oak Root LLC | 3,032,705 | 2,905,949 | -126,756 (-4.2%) |
| Freedom Financial Partners LLC | 201,748 | 182,744 | -19,004 (-9.4%) |
| Echo Wealth Management, LLC | 94,481 | 80,561 | -13,920 (-14.7%) |
| Buttonwood Financial Group, LLC | 78,392 | 63,486 | -14,906 (-19.0%) |
| Annex Advisory Services, LLC | 2,619,704 | 2,464,437 | -155,267 (-5.9%) |
| Holcombe Financial, Inc. | 43,939 | 37,154 | -6,785 (-15.4%) |
| REDW Wealth LLC | 160,838 | 147,213 | -13,625 (-8.5%) |
| Trellis Wealth Advisors LLC | 216,171 | 206,191 | -9,980 (-4.6%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 84,456 | 72,078 | -12,378 (-14.7%) |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 47,165 | 42,309 | -4,856 (-10.3%) |
| Lantern Wealth Advisors, LLC | 87,981 | 82,028 | -5,953 (-6.8%) |
| BSW Wealth Partners | 382,514 | 363,168 | -19,346 (-5.1%) |
| Clarity Capital Advisors, LLC | 110,930 | 107,178 | -3,752 (-3.4%) |
| SC&H Financial Advisors, Inc. | 637,933 | 627,798 | -10,135 (-1.6%) |
| Life Planning Partners, Inc | 27,386 | 20,169 | -7,217 (-26.4%) |
| Lakeridge Wealth Management LLC | 80,280 | 75,363 | -4,917 (-6.1%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 258,103 | 254,660 | -3,443 (-1.3%) |
| BLVD Private Wealth, LLC | 45,003 | 43,870 | -1,133 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 680,282 | $73,947 |
| PFG Private Wealth Management, LLC | 44,158 | $4,800 |
| Pine Harbor Wealth Management, LLC | 8,836 | $960 |
| Strategic Wealth Investment Group, LLC | 11,416 | $1,241 |
| Berman McAleer LLC | 4,047 | $440 |
| Vickerman Investment Advisors, Inc. | 2,193 | $238 |
| Stockman Wealth Management, Inc. | 2,705 | $294 |
| Minot DeBlois Advisors LLC | 421 | $46 |
| BRIGHTON JONES LLC | 6,047 | $657 |
| Tower Research Capital LLC (TRC) | 4,249 | $462 |
| Integrated Wealth Concepts LLC | 8,976 | $976 |
| Sigma Planning Corp | 3,209 | $349 |
| Independence Bank of Kentucky | 850 | $92 |
| SALEM INVESTMENT COUNSELORS INC | 1,686 | $183 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,399 | $2,978 |
| SIGNATUREFD, LLC | 1,719 | $187 |
| GREENLEAF TRUST | 2,260 | $246 |
| PRINCIPAL SECURITIES, INC. | 1,062 | $115 |
| TRUST CO OF VERMONT | 473 | $51 |
| CITADEL ADVISORS LLC | 1,854 | $202 |