CUSIP 025072687AVANTIS SHFXDINCAVSFQ4 2025
2 filings · latest Jun 21, 2024
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Savant Capital, LLC | 2.18M | $102.80M |
| 2 | Verus Financial Partners, Inc. | 1.34M | $63.28M |
| 3 | Financial Plan, Inc. | 740.5K | $34.87M |
| 4 | Simplicity Wealth,LLC | 666.1K | $31.36M |
| 5 | Envestnet Asset Management Inc | 488.9K | $23.02M |
| 6 | Creative Planning | 416.4K | $19.61M |
| 7 | Pacific Life Fund Advisors LLC | 361.6K | $17.02M |
| 8 | Wilkerson Advisory Group LLC | 229.4K | $10.80M |
| 9 |
| Mattern Wealth Management LLC |
| 194.0K |
| $9.13M |
| 10 | Strategic Blueprint, LLC | 159.8K | $7.52M |