Ticker: AVUQ CUSIP: 02507A507 Class: AVANTIS U S QUAL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cresset Asset Management, LLC | 1,165,651 | $70,137 |
| Strategic Blueprint, LLC | 261,088 | $15,710 |
| Torren Management, LLC | 193,468 | $11,641 |
| Three Arch Wealth Management LLC | 57,999 | $3,490 |
| True Wealth Design, LLC | 23,152 | $1,393 |
| LEGACY FINANCIAL GROUP, INC. | 11,972 | $720 |
| Haven Private, LLC | 11,543 | $695 |
| Herold Advisors, Inc. | 7,914 | $476 |
| EnRich Financial Partners LLC | 6,597 | $397 |
| CITADEL ADVISORS LLC | 5,040 | $303 |
| LPL Financial LLC | 4,278 | $257 |
| Plancorp, LLC | 3,995 | $240 |
| Sankala Group LLC | 805 | $48 |
| JONES FINANCIAL COMPANIES LLLP | 124 | $7 |
| Orion Capital Management LLC | 20 | $1 |
| Total (15 institutions) | 1,753,646 | $105,516 |