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Avantis US Small Cap Equity (AVSC)

CUSIP: 025072323 | NYSE | 378 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Elwood & Goetz Wealth Advisory Group, LLC721,695
6.9% of portfolio›$49.9M
Creative Planning655,613
0.0% of portfolio›$45.3M
Three Arch Wealth Management LLC516,917
5.7% of portfolio›$35.7M
Shore Point Advisors, LLC444,747
7.3% of portfolio›$23.1M
Cornerstone Wealth Partners, LLC406,872
11.2% of portfolio›$28.1M
Retirement Financial Solutions, LLC400,999
6.6% of portfolio›$27.7M
Park Avenue Securities LLC323,310
0.4% of portfolio›$22.4M
West Paces Advisors Inc.251,000
3.0% of portfolio›$17.4M
Prevail Innovative Wealth Advisors, LLC243,585
2.2% of portfolio›$17.0M
Simplicity Wealth,LLC227,703
0.5% of portfolio›$15.7M
B&D White Capital Company, LLC175,959
1.2% of portfolio›$12.2M
Market Street Wealth Management Advisors LLC175,515
1.7% of portfolio›$12.1M
Northwest Wealth Management, LLC156,849
1.4% of portfolio›$10.8M
Choice Wealth Advisors LLC136,108
3.3% of portfolio›$9.4M
Appleton Partners Inc125,606
1.3% of portfolio›$8.7M
Foundry Financial Group, Inc.122,268
3.5% of portfolio›$8.5M
Plancorp, LLC106,669
0.2% of portfolio›$7.6M
Aprio Wealth Management, LLC105,150
0.3% of portfolio›$7.3M
Websterrogers Financial Advisors, LLC103,427
1.9% of portfolio›$7.2M
Chicago Partners Investment Group LLC98,700
0.1% of portfolio›$7.0M
Level Financial Advisors96,608
1.5% of portfolio›$6.7M
LexAurum Advisors, LLC94,102
0.7% of portfolio›$6.5M
Commonwealth Equity Services, LLC94,029
0.0% of portfolio›$6.5M
Bauman Advisory Group, LLC85,029
2.9% of portfolio›$5.9M
Strategic Blueprint, LLC81,170
0.3% of portfolio›$5.6M
Cap Partners, LLC79,343
2.5% of portfolio›$5.5M
Ridgeline Wealth, LLC77,598
3.1% of portfolio›$5.4M
Mendota Financial Group, LLC74,670
3.2% of portfolio›$5.2M
Cypress Point Wealth Management, LLC58,573
0.4% of portfolio›$4.0M
SeedSafe Financial LLC57,760
2.9% of portfolio›$4.0M
CoreCap Advisors, LLC57,684
0.1% of portfolio›$4.0M
Haven Private, LLC55,971
1.5% of portfolio›$3.9M
Kestra Advisory Services, LLC54,023
0.0% of portfolio›$3.7M
Global Strategic Investment Solutions, LLC53,563
0.3% of portfolio›$3.7M
Acropolis Investment Management, LLC50,067
0.1% of portfolio›$3.5M
Aire Advisors, LLC48,806
0.5% of portfolio›$3.4M
Allodium Investment Consultants, LLC48,767
1.4% of portfolio›$3.4M
Burk Holdings LLC40,667
1.0% of portfolio›$2.8M
Family Office Research LLC38,244
1.0% of portfolio›$2.6M
Kestra Private Wealth Services, LLC36,599
0.0% of portfolio›$2.5M
Evanson Financial, LLC35,347
0.1% of portfolio›$2.4M
ETF Store, Inc.34,477
2.0% of portfolio›$2.4M
HB Wealth Management, LLC34,211
0.0% of portfolio›$2.4M
LAM Group, Inc.29,945
1.0% of portfolio›$2.1M
Quantum Financial Partners LLC28,264
1.0% of portfolio›$2.0M
Moisand Fitzgerald Tamayo, LLC26,570
0.2% of portfolio›$1.8M
Farther Finance Advisors, LLC22,687
0.0% of portfolio›$1.6M
Dixon Fnancial Services, Inc.22,286
0.6% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC21,446
0.0% of portfolio›$1.5M
Centennial Wealth Advisory LLC20,188
0.3% of portfolio›$1.4M
StrongBox Wealth, LLC20,179
0.4% of portfolio›$1.4M
Western Reserve Capital Management, LLC19,992
1.0% of portfolio›$1.4M
CRA Financial Services, LLC19,946
0.2% of portfolio›$1.4M
Sprinkle Financial Consultants LLC18,447
0.5% of portfolio›$1.3M
Factor Wealth Management LTD18,336
0.2% of portfolio›$1.3M
Approach Retirement Advisors, LLC16,338
0.8% of portfolio›$1.1M
EnRich Financial Partners LLC15,418
0.3% of portfolio›$1.1M
Frankly Finances, LLC14,490
0.8% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.14,483
0.0% of portfolio›$1.0M
Sunpointe, LLC14,363
0.3% of portfolio›$993.1K
Maia Wealth LLC13,926
0.1% of portfolio›$962.8K
Team Financial Group, LLC12,655
0.3% of portfolio›$875.0K
Well Done, LLC12,540
0.1% of portfolio›$867.0K
Cornerstone Wealth Management, LLC12,539
0.0% of portfolio›$866.9K
Apeiron RIA LLC11,980
0.2% of portfolio›$835.0K
Pearl Planning LLC11,005
0.3% of portfolio›$760.9K
Axxcess Wealth Management, LLC10,604
0.0% of portfolio›$733.2K
Modera Wealth Management, LLC10,588
0.0% of portfolio›$732.1K
Avantax Planning Partners, Inc.9,100
0.0% of portfolio›$629.2K
Pacific Asset Management, LLC8,540
0.3% of portfolio›$590.5K
Thayer Financial, L.L.C.8,377
0.5% of portfolio›$583.9K
Flagship Harbor Advisors, LLC7,261
0.0% of portfolio›$502.0K
Bison Wealth, LLC6,890
0.0% of portfolio›$482.1K
Kane Co Wealth Management, Inc.5,944
0.3% of portfolio›$410.9K
Claro Advisors Inc.5,703
0.0% of portfolio›$394.3K
GEM Asset Management, LLC5,584
0.2% of portfolio›$386.1K
Armbruster Capital Management, Inc.5,235
0.1% of portfolio›$361.9K
Herold Advisors, Inc.5,037
0.1% of portfolio›$348.3K
Harbor Asset Planning, Inc.4,898
0.3% of portfolio›$338.6K
Hutchens & Kramer Investment Management Group, LLC4,894
0.1% of portfolio›$338.4K
Vise Technologies, Inc.4,711
0.0% of portfolio›$325.7K
Bayshore Asset Management, LLC4,675
0.1% of portfolio›$327.1K
Tufton Capital Management4,554
0.1% of portfolio›$314.0K
GC Wealth Management RIA, LLC4,480
0.0% of portfolio›$309.8K
SC&H Financial Advisors, Inc.4,210
0.0% of portfolio›$291.1K
Summit Financial Wealth Advisors, LLC3,867
0.0% of portfolio›$267.4K
Beacon Capital Management, LLC3,860
0.0% of portfolio›$266.9K
DBK Financial Counsel, LLC3,820
0.2% of portfolio›$264.1K
Copper Harbor Investment Advisors, LLC3,722
0.1% of portfolio›$257.3K
Independent Wealth Advisors LLC3,442
0.2% of portfolio›$238.0K
Foundry Financial LLC3,381
0.1% of portfolio›$233.8K
Noble Family Wealth, LLC3,379
0.0% of portfolio›$233.6K
Truist Financial Corp3,240
0.0% of portfolio›$224.0K
Arista Wealth Management, LLC3,206
0.0% of portfolio›$221.7K
Goldstein Advisors, LLC3,162
0.0% of portfolio›$218.6K
Apella Capital, LLC3,073
0.0% of portfolio›$213.9K
Prime Capital Investment Advisors, LLC2,939
0.0% of portfolio›$203.2K
Concurrent Investment Advisors, LLC2,937
0.0% of portfolio›$203.1K
Glass Jacobson Investment Advisors llc2,147
0.0% of portfolio›$148.4K
Ascentis Independent Advisors2,050
0.0% of portfolio›$141.8K
Bank of New Hampshire1,966
0.0% of portfolio›$135.9K
SJS Investment Consulting Inc.1,791
0.0% of portfolio›$123.8K
Spire Wealth Management1,513
0.0% of portfolio›$104.6K
Private Trust Co NA1,028
0.0% of portfolio›$71.1K
MeadowBrook Investment Advisors LLC766
0.0% of portfolio›$54.3K
Assetmark, Inc762
0.0% of portfolio›$52.7K
Evolution Wealth Management Inc.719
0.0% of portfolio›$49.7K
Root Financial Partners, LLC458
0.0% of portfolio›$31.6K
DecisionPoint Financial, LLC444
0.0% of portfolio›$30.9K
Reap Financial Group, LLC408
0.0% of portfolio›$28.2K
EverSource Wealth Advisors, LLC336
0.0% of portfolio›$23.2K
Fairway Wealth LLC310
0.0% of portfolio›$21.4K
Bfsg, LLC295
0.0% of portfolio›$20.4K
Oakworth Capital, Inc.286
0.0% of portfolio›$19.8K
IFP Advisors, Inc253
0.0% of portfolio›$17.5K
Cherry Tree Wealth Management, LLC249
0.0% of portfolio›$17.2K
Cranbrook Wealth Management, LLC176
0.0% of portfolio›$12.2K
Global Trust Asset Management, LLC170
0.0% of portfolio›$11.8K
Hurley Capital, LLC165
0.0% of portfolio›$11.4K
American Capital Advisory, LLC122
0.0% of portfolio›$8.4K
Key Capital Management, Inc120
0.0% of portfolio›$8.3K
Lloyd Advisory Services, Llc.66
0.0% of portfolio›$4.6K
Pacific Center for Financial Services62
0.0% of portfolio›$4.3K
Davis Capital Management58
0.0% of portfolio›$4.0K
Markowski Investments47
0.0% of portfolio›$5.5K
Networth Advisors, LLC46
0.0% of portfolio›$3.1K
Realta Investment Advisors30
0.0% of portfolio›$2.1K
Gilpin Wealth Management, LLC30
0.0% of portfolio›$2.1K
Quest 10 Wealth Builders, Inc.26
0.0% of portfolio›$1.8K
Rachor Investment Advisory Services, LLC16
0.0% of portfolio›$1.1K
Cape Investment Advisory, Inc.16
0.0% of portfolio›$1.1K
1620 Investment Advisors, Inc.10
0.0% of portfolio›$691
Blue Trust, Inc.6
0.0% of portfolio›$415
Raleigh Capital Management Inc.0
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Elwood & Goetz Wealth Advisory Group, LLC
721,695$49.9M6.9%ETFLowAthens, GA2026-10-28
Creative Planning
655,613$45.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Three Arch Wealth Management LLC
516,917$35.7M5.7%ETFVery LowIrvine, CA2026-10-20
Shore Point Advisors, LLC
444,747$23.1M7.3%ETFLowBrielle, NJ2026-10-14
Cornerstone Wealth Partners, LLC
406,872$28.1M11.2%ETFVery LowOkemos, MI2026-10-28
Retirement Financial Solutions, LLC
400,999$27.7M6.6%ETFMediumKnoxville, TN2026-10-20
Park Avenue Securities LLC
323,310$22.4M0.4%ETFMediumNew York, NY2026-10-26
West Paces Advisors Inc.
251,000$17.4M3.0%ETFLowAtlanta, GA2026-10-13
Prevail Innovative Wealth Advisors, LLC
243,585$17.0M2.2%CoreVery HighLeawood, KS2026-10-20
Simplicity Wealth,LLC
227,703$15.7M0.5%ETFLowSummit, NJ2026-10-23
B&D White Capital Company, LLC
175,959$12.2M1.2%ETFHighLakeway, TX2026-11-02
Market Street Wealth Management Advisors LLC
175,515$12.1M1.7%ETFMediumIndianapolis, IN2026-10-09
Northwest Wealth Management, LLC
156,849$10.8M1.4%ETFLowSpencer, IA2026-10-30
Choice Wealth Advisors LLC
136,108$9.4M3.3%ETFMediumWaterville, ME2026-10-16
Appleton Partners Inc
125,606$8.7M1.3%GrowthLowBoston, MA2026-10-30
Foundry Financial Group, Inc.
122,268$8.5M3.5%ETFLowLaconia, NH2026-10-28
Plancorp, LLC
106,669$7.6M0.2%ETFLowSaint Louis, MO2026-11-03
Aprio Wealth Management, LLC
105,150$7.3M0.3%ETFMediumAtlanta, GA2026-10-28
Websterrogers Financial Advisors, LLC
103,427$7.2M1.9%ETFVery LowFlorence, SC2026-11-02
Chicago Partners Investment Group LLC
98,700$7.0M0.1%GARPLowChicago, IL2026-10-27
Level Financial Advisors
96,608$6.7M1.5%ETFLowEast Amherst, NY2026-10-13
LexAurum Advisors, LLC
94,102$6.5M0.7%ETFLowOverland Park, KS2026-10-19
Commonwealth Equity Services, LLC
94,029$6.5M0.0%ETFLowWaltham, MA2026-11-02
Bauman Advisory Group, LLC
85,029$5.9M2.9%ETFMediumLas Vegas, NV2026-10-29
Strategic Blueprint, LLC
81,170$5.6M0.3%ETFLowAtlanta, GA2026-10-22
Cap Partners, LLC
79,343$5.5M2.5%ETFLowFranklin, TN2026-10-19
Ridgeline Wealth, LLC
77,598$5.4M3.1%ETFVery LowMesa, AZ2026-10-14
Mendota Financial Group, LLC
74,670$5.2M3.2%ETFLowMadison, WI2026-10-07
Cypress Point Wealth Management, LLC
58,573$4.0M0.4%ETFLowDallas, TX2026-11-03
SeedSafe Financial LLC
57,760$4.0M2.9%ETFVery LowAustin, TX2026-11-02
CoreCap Advisors, LLC
57,684$4.0M0.1%ETFMediumSouthfield, MI2026-10-08
Haven Private, LLC
55,971$3.9M1.5%ETFMediumOrlando, FL2026-10-27
Kestra Advisory Services, LLC
54,023$3.7M0.0%CoreLowAustin, TX2026-11-02
Global Strategic Investment Solutions, LLC
53,563$3.7M0.3%ETFLowScottsdale, AZ2026-10-16
Acropolis Investment Management, LLC
50,067$3.5M0.1%ETFLowSt. Louis, MO2026-10-08
Aire Advisors, LLC
48,806$3.4M0.5%ETFVery LowBeverly Hills, CA2026-10-22
Allodium Investment Consultants, LLC
48,767$3.4M1.4%ETFVery LowMinneapolis, MN2026-10-14
Burk Holdings LLC
40,667$2.8M1.0%ETFVery LowTulsa, OK2026-11-05
Family Office Research LLC
38,244$2.6M1.0%ETFLowBethesda, MD2026-10-14
Kestra Private Wealth Services, LLC
36,599$2.5M0.0%GrowthLowAustin, TX2026-10-30
Evanson Financial, LLC
35,347$2.4M0.1%ETFN/AMclean, VA2026-10-23
ETF Store, Inc.
34,477$2.4M2.0%ETFVery LowOverland Park, KS2026-10-19
HB Wealth Management, LLC
34,211$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
LAM Group, Inc.
29,945$2.1M1.0%ETFVery LowLake Oswego, OR2026-10-26
Quantum Financial Partners LLC
28,264$2.0M1.0%ETFN/AOverland Park, KS2026-10-19
Moisand Fitzgerald Tamayo, LLC
26,570$1.8M0.2%ETFVery LowOrlando, FL2026-10-15
Farther Finance Advisors, LLC
22,687$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Dixon Fnancial Services, Inc.
22,286$1.5M0.6%ETFVery LowLafayette, CA2026-10-23
Wealth Enhancement Advisory Services, LLC
21,446$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Centennial Wealth Advisory LLC
20,188$1.4M0.3%ETFLowTraverse City, MI2026-10-16
StrongBox Wealth, LLC
20,179$1.4M0.4%GrowthLowLee'S Summit, MO2026-11-02
Western Reserve Capital Management, LLC
19,992$1.4M1.0%ETFLowHudson, OH2026-10-14
CRA Financial Services, LLC
19,946$1.4M0.2%ETFVery LowNorthfield, NJ2026-10-16
Sprinkle Financial Consultants LLC
18,447$1.3M0.5%ETFLowLittleton, CO2026-10-09
Factor Wealth Management LTD
18,336$1.3M0.2%ETFLowChicago, IL2026-10-08
Approach Retirement Advisors, LLC
16,338$1.1M0.8%ETFLowVestavia, AL2026-10-22
EnRich Financial Partners LLC
15,418$1.1M0.3%ETFVery LowMadison, WI2026-10-21
Frankly Finances, LLC
14,490$1.0M0.8%ETFVery LowWinter Park, FL2026-10-28
Cambridge Investment Research Advisors, Inc.
14,483$1.0M0.0%ETFLowFairfield, IA2026-11-02
Sunpointe, LLC
14,363$993.1K0.3%GrowthMediumSt. Louis, MO2026-10-22
Maia Wealth LLC
13,926$962.8K0.1%ETFMediumDenver, CO2026-10-19
Team Financial Group, LLC
12,655$875.0K0.3%ETFLowTemecula, CA2026-10-30
Well Done, LLC
12,540$867.0K0.1%ETFLowHolland, MI2026-10-20
Cornerstone Wealth Management, LLC
12,539$866.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Apeiron RIA LLC
11,980$835.0K0.2%ETFMediumDallas, TX2026-10-08
Pearl Planning LLC
11,005$760.9K0.3%ETFLowDexter, MI2026-10-13
Axxcess Wealth Management, LLC
10,604$733.2K0.0%CoreLowCarlsbad, CA2026-10-21
Modera Wealth Management, LLC
10,588$732.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Avantax Planning Partners, Inc.
9,100$629.2K0.0%ETFLowDubuque, IA2026-11-03
Pacific Asset Management, LLC
8,540$590.5K0.3%ETFVery LowGig Harbor, WA2026-10-15
Thayer Financial, L.L.C.
8,377$583.9K0.5%ETFMediumHickory, NC2026-10-21
Flagship Harbor Advisors, LLC
7,261$502.0K0.0%ETFMediumBoston, MA2026-10-26
Bison Wealth, LLC
6,890$482.1K0.0%GrowthMediumAtlanta, GA2026-10-13
Kane Co Wealth Management, Inc.
5,944$410.9K0.3%ETFVery LowJohnston, IA2026-11-04
Claro Advisors Inc.
5,703$394.3K0.0%CoreLowBoston, MA2026-11-02
GEM Asset Management, LLC
5,584$386.1K0.2%ETFLowPlymouth, MI2026-10-13
Armbruster Capital Management, Inc.
5,235$361.9K0.1%ETFVery LowPittsford, NY2026-10-19
Herold Advisors, Inc.
5,037$348.3K0.1%CoreLowNew York, NY2026-10-19
Harbor Asset Planning, Inc.
4,898$338.6K0.3%ETFVery LowBelmont, MA2026-10-23
Hutchens & Kramer Investment Management Group, LLC
4,894$338.4K0.1%ETFLowIndianapolis, IN2026-10-16
Vise Technologies, Inc.
4,711$325.7K0.0%IndexLowNew York, NY2026-10-29
Bayshore Asset Management, LLC
4,675$327.1K0.1%ETFVery LowCoral Gables, FL2026-11-03
Tufton Capital Management
4,554$314.0K0.1%CoreVery LowHunt Valley, MD2026-10-20
GC Wealth Management RIA, LLC
4,480$309.8K0.0%GrowthMediumCambridge, MA2026-11-02
SC&H Financial Advisors, Inc.
4,210$291.1K0.0%ETFVery LowHunt Valley, MD2026-10-14
Summit Financial Wealth Advisors, LLC
3,867$267.4K0.0%ETFLowLafayette, LA2026-10-15
Beacon Capital Management, LLC
3,860$266.9K0.0%ETFMediumFranklin, TN2026-10-23
DBK Financial Counsel, LLC
3,820$264.1K0.2%ETFVery LowCuyahoga Falls, OH2026-10-13
Copper Harbor Investment Advisors, LLC
3,722$257.3K0.1%ETFN/AAppleton, WI2026-10-16
Independent Wealth Advisors LLC
3,442$238.0K0.2%ETFLowCary, NC2026-10-27
Foundry Financial LLC
3,381$233.8K0.1%ETFMediumPasadena, CA2026-10-16
Noble Family Wealth, LLC
3,379$233.6K0.0%ETFVery LowClearwater, FL2026-10-26
Truist Financial Corp
3,240$224.0K0.0%CoreLowCharlotte, NC2026-10-30
Arista Wealth Management, LLC
3,206$221.7K0.0%ETFMediumLas Vegas, NV2026-10-29
Goldstein Advisors, LLC
3,162$218.6K0.0%ETFMediumMadison, WI2026-10-15
Apella Capital, LLC
3,073$213.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Prime Capital Investment Advisors, LLC
2,939$203.2K0.0%ETFLowOverland Park, KS2026-10-20
Concurrent Investment Advisors, LLC
2,937$203.1K0.0%GrowthMediumTampa, FL2026-10-16
Glass Jacobson Investment Advisors llc
2,147$148.4K0.0%ETFLowOwings Mills, MD2026-10-26
Ascentis Independent Advisors
2,050$141.8K0.0%ETFLowDallas, TX2026-11-03
Bank of New Hampshire
1,966$135.9K0.0%CoreLowLaconia, NH2026-10-06
SJS Investment Consulting Inc.
1,791$123.8K0.0%ETFVery LowSylvania, OH2026-10-26
Spire Wealth Management
1,513$104.6K0.0%GrowthMediumMclean, VA2026-10-30
Private Trust Co NA
1,028$71.1K0.0%CoreLowCleveland, OH2026-10-20
MeadowBrook Investment Advisors LLC
766$54.3K0.0%CoreLowLivonia, MI2026-10-29
Assetmark, Inc
762$52.7K0.0%ETFLowConcord, CA2026-10-21
Evolution Wealth Management Inc.
719$49.7K0.0%ETFMediumFort Myers, FL2026-10-28
Root Financial Partners, LLC
458$31.6K0.0%ETFMediumEncinitas, CA2026-10-21
DecisionPoint Financial, LLC
444$30.9K0.0%ETFVery LowMesa, AZ2026-10-27
Reap Financial Group, LLC
408$28.2K0.0%ETFLowAustin, TX2026-11-02
EverSource Wealth Advisors, LLC
336$23.2K0.0%CoreMediumBirmingham, AL2026-11-04
Fairway Wealth LLC
310$21.4K0.0%ETFLowIndependence, OH2026-10-30
Bfsg, LLC
295$20.4K0.0%CoreLowIrvine, CA2026-10-30
Oakworth Capital, Inc.
286$19.8K0.0%ETFLowBirmingham, AL2026-10-26
IFP Advisors, Inc
253$17.5K0.0%GrowthLowTampa, FL2026-10-16
Cherry Tree Wealth Management, LLC
249$17.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Cranbrook Wealth Management, LLC
176$12.2K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Global Trust Asset Management, LLC
170$11.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Hurley Capital, LLC
165$11.4K0.0%GARPMediumNew York, NY2026-11-05
American Capital Advisory, LLC
122$8.4K0.0%ETFLowKetchum, ID2026-10-28
Key Capital Management, Inc
120$8.3K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Lloyd Advisory Services, Llc.
66$4.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Pacific Center for Financial Services
62$4.3K0.0%ETFMediumDanville, CA2026-10-15
Davis Capital Management
58$4.0K0.0%CoreLowJacksonville, FL2026-10-08
Markowski Investments
47$5.5K0.0%ETFN/ATampa, FL2026-10-30
Networth Advisors, LLC
46$3.1K0.0%ETFMediumCanonsburg, PA2026-11-03
Realta Investment Advisors
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Gilpin Wealth Management, LLC
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Quest 10 Wealth Builders, Inc.
26$1.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Rachor Investment Advisory Services, LLC
16$1.1K0.0%ETFVery LowLinden, MI2026-10-29
Cape Investment Advisory, Inc.
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1620 Investment Advisors, Inc.
10$6910.0%ValueLowPlymouth, MA2026-11-04
Blue Trust, Inc.
6$4150.0%ETFLowBrentwood, TN2026-10-15
Raleigh Capital Management Inc.
0$100.0%CoreMediumCary, NC2026-10-28