Avantis All EQ Mkts VAL ETF (AVGV)

CUSIP: 025072216 | NYSE | 49 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Meredith Wealth Planning679,434

14.3% of portfolio$57.3M

B&D White Capital Company, LLC51,228

0.4% of portfolio$4.3M

Wealth Enhancement Advisory Services, LLC40,231

0.0% of portfolio$3.4M

Evanson Financial, LLC29,864

0.1% of portfolio$2.5M

M Wealth Management, LLC26,311

1.7% of portfolio$2.2M

Entrewealth, LLC10,274

0.3% of portfolio$866.7K

BIP Wealth, LLC9,387

0.0% of portfolio$791.9K

Ridgeline Wealth, LLC8,155

0.4% of portfolio$699.0K

Asset One Wealth Management LLC6,686

0.0% of portfolio$564.0K

McCarthy Asset Management, Inc.5,929

0.2% of portfolio$500.2K

Farther Finance Advisors, LLC4,837

0.0% of portfolio$408.1K

Commonwealth Equity Services, LLC4,746

0.0% of portfolio$400.4K

Copper Harbor Investment Advisors, LLC4,490

0.1% of portfolio$378.8K

Walkner Condon Financial Advisors LLC4,230

0.0% of portfolio$356.8K

SAX Wealth Advisors, LLC3,610

0.0% of portfolio$304.5K

United Advisor Group, LLC3,609

0.0% of portfolio$304.5K

Mosley Wealth Management1,441

0.0% of portfolio$123.5K

Burkett Financial Services, LLC624

0.0% of portfolio$52.7K

Moisand Fitzgerald Tamayo, LLC195

0.0% of portfolio$16.5K

Trellis Wealth Advisors LLC47

0.0% of portfolio$4.0K

				Style	Turnover	Location	Filed
Meredith Wealth Planning	679,434	$57.3M	14.3%	ETF	Low	Maryville, IL	2026-10-14
B&D White Capital Company, LLC	51,228	$4.3M	0.4%	ETF	High	Lakeway, TX	2026-11-02
Wealth Enhancement Advisory Services, LLC	40,231	$3.4M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Evanson Financial, LLC	29,864	$2.5M	0.1%	ETF	N/A	Mclean, VA	2026-10-23
M Wealth Management, LLC	26,311	$2.2M	1.7%	ETF	Very Low	San Diego, CA	2026-10-14
Entrewealth, LLC	10,274	$866.7K	0.3%	ETF	Low	Austin, TX	2026-10-14
BIP Wealth, LLC	9,387	$791.9K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Ridgeline Wealth, LLC	8,155	$699.0K	0.4%	ETF	Very Low	Mesa, AZ	2026-10-14
Asset One Wealth Management LLC	6,686	$564.0K	0.0%	Growth	Low	Bellevue, WA	2026-11-02
McCarthy Asset Management, Inc.	5,929	$500.2K	0.2%	ETF	Medium	Redwood Shores, CA	2026-10-20
Farther Finance Advisors, LLC	4,837	$408.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Commonwealth Equity Services, LLC	4,746	$400.4K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Copper Harbor Investment Advisors, LLC	4,490	$378.8K	0.1%	ETF	N/A	Appleton, WI	2026-10-16
Walkner Condon Financial Advisors LLC	4,230	$356.8K	0.0%	ETF	Low	Verona, WI	2026-11-02
SAX Wealth Advisors, LLC	3,610	$304.5K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
United Advisor Group, LLC	3,609	$304.5K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Mosley Wealth Management	1,441	$123.5K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Burkett Financial Services, LLC	624	$52.7K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
Moisand Fitzgerald Tamayo, LLC	195	$16.5K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Trellis Wealth Advisors LLC	47	$4.0K	0.0%	ETF	Very Low	San Luis Obispo, CA	2026-10-19