Avantis Short-Term Fixed Income ETF(AVSF)

$46.11—Stale · unknown old

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Avantis Short-Term Fixed Income ETF(AVSF)

NYSE • Last print unknown ago

$46.11—Stale · unknown old

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AVSF(AVSF)

AVSF

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 138 Institutional Holders

Holder	Shares	Date	Change	% Held
MASECO LLP	2.04M	Jun 30, 26	+83.60K	14.25%
Verus Financial Partners, Inc.	1.36M	Jun 30, 26	+2.43K	9.49%
Financial Plan, Inc.	926.71K	Jun 30, 26	+75.46K	6.47%
Savant Capital, LLC	874.27K	Jun 30, 26	-889.75K	6.11%
Simplicity Wealth,LLC	741.46K	Jun 30, 26	+9.78K	5.18%
ENVESTNET ASSET MANAGEMENT INC	588.20K	Jun 30, 26	-70.57K	4.11%
Creative Planning	415.93K	Jun 30, 26	+16.50K	2.91%
Pacific Life Fund Advisors LLC	335.00K	Jun 30, 26	+22.60K	2.34%
PARK AVENUE SECURITIES LLC	302.62K	Jun 30, 26	+31.70K	2.11%
Allworth Financial LP	231.57K	Jun 30, 26	+50.65K	1.62%
Werba Rubin Papier Wealth Management	221.89K	Jun 30, 26	+19.65K	1.55%
Fort Vancouver Investment Management, LLC	208.61K	Jun 30, 26	+31.10K	1.46%
Ferguson Johnson Wealth Management Inc	198.31K	Jun 30, 26	+6.58K	1.39%
RAYMOND JAMES FINANCIAL INC	195.05K	Jun 30, 26	+129.40K	1.36%
Mattern Wealth Management LLC	191.93K	Jun 30, 26	-13.33K	1.34%
GOLDMAN SACHS GROUP INC	185.25K	Jun 30, 26	+140.25K	1.29%
Strategic Blueprint, LLC	168.91K	Jun 30, 26	+5.33K	1.18%
LPL Financial LLC	161.98K	Jun 30, 26	-721.30K	1.13%
AMERICAN CENTURY COMPANIES INC	146.09K	Jun 30, 26	+16.01K	1.02%
Allodium Investment Consultants, LLC	99.66K	Jun 30, 26	+10.27K	0.70%
McCartney Wealth Management LLC	97.04K	Jun 30, 26	+4.01K	0.68%
CI Private Wealth, LLC	92.81K	Jun 30, 26	+9.38K	0.65%
MAIMON WEALTH MANAGEMENT LTD.	88.58K	Jun 30, 26	+9.20K	0.62%
ENDEAVOR PRIVATE WEALTH, INC.	86.17K	Jun 30, 26	+12.85K	0.60%
Plancorp, LLC	85.67K	Jun 30, 26	--	0.60%
Trajan Wealth LLC	79.57K	Jun 30, 26	-2.78K	0.56%
CITADEL ADVISORS LLC	77.64K	Jun 30, 26	+77.64K	0.54%
Buckingham Strategic Partners	73.95K	Jun 30, 26	-257	0.52%
Navigoe, LLC	71.76K	Jun 30, 26	+12.06K	0.50%
CoreCap Advisors, LLC	71.22K	Jun 30, 26	-162.18K	0.50%
Cogent Private Wealth, Inc.	66.88K	Jun 30, 26	+7.32K	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	66.44K	Jun 30, 26	+4.21K	0.46%
Arcadia Wealth Management, Inc.	65.34K	Jun 30, 26	+4.53K	0.46%
B&D White Capital Company, LLC	64.88K	Jun 30, 26	+1.87K	0.45%
AXXCESS WEALTH MANAGEMENT, LLC	63.16K	Jun 30, 26	+63.16K	0.44%
MML INVESTORS SERVICES, LLC	61.94K	Jun 30, 26	+12.37K	0.43%
Integrated Advisors Network LLC	61.54K	Jun 30, 26	-410	0.43%
McMill Wealth Management	57.87K	Jun 30, 26	+7.29K	0.40%
Tillman Hartley LLC	56.43K	Jun 30, 26	+15.58K	0.39%
Pacific Asset Management, LLC	56.33K	Jun 30, 26	+3.89K	0.39%
Approach Retirement Advisors, LLC	46.44K	Jun 30, 26	+1.03K	0.32%
Valued Wealth Advisors LLC	38.40K	Jun 30, 26	-15.01K	0.27%
Private Advisor Group, LLC	37.85K	Jun 30, 26	+12.44K	0.26%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	34.81K	Jun 30, 26	+28.93K	0.24%
Eaton-Cambridge Inc.	33.74K	Jun 30, 26	--	0.24%
Kestra Advisory Services, LLC	32.28K	Jun 30, 26	+4.19K	0.23%
SC&H Financial Advisors, Inc.	29.97K	Jun 30, 26	+1.15K	0.21%
Beacon Pointe Advisors, LLC	29.95K	Jun 30, 26	+29.95K	0.21%
CLUNE & ASSOCIATES, LTD.	29.88K	Jun 30, 26	-6.06K	0.21%
IFP Advisors, Inc	25.61K	Jun 30, 26	-565	0.18%
Smartleaf Asset Management LLC	25.41K	Jun 30, 26	--	0.18%
JANE STREET GROUP, LLC	24.29K	Jun 30, 26	+24.29K	0.17%
PCG Wealth Advisors, LLC	22.81K	Jun 30, 26	-7.23K	0.16%
Clearwater Capital Advisors, LLC	21.96K	Jun 30, 26	--	0.15%
CARDIFF PARK ADVISORS, LLC	18.40K	Jun 30, 26	-1.27K	0.13%
ATLas Financial Planning LLC	17.61K	Jun 30, 26	+4.68K	0.12%
Diversify Advisory Services, LLC	11.79K	Jun 30, 26	+11.79K	0.08%
DIVERSIFY WEALTH MANAGEMENT, LLC	11.79K	Jun 30, 26	+11.79K	0.08%
MORRIS FINANCIAL CONCEPTS, INC.	10.99K	Jun 30, 26	+494	0.08%
Wilkerson Advisory Group LLC	9.90K	Jun 30, 26	-1.49K	0.07%
marrick wealth, LLC	8.99K	Jun 30, 26	+1.98K	0.06%
Farther Finance Advisors, LLC	8.96K	Jun 30, 26	+2	0.06%
Apella Capital, LLC	8.84K	Jun 30, 26	--	0.06%
Investment Advisory Group, LLC	8.80K	Jun 30, 26	+300	0.06%
Trailhead Planners LLC	8.20K	Jun 30, 26	-843	0.06%
NWAM LLC	8.19K	Jun 30, 26	+86	0.06%
Pensionmark Financial Group, LLC	7.22K	Jun 30, 26	--	0.05%
ROYAL BANK OF CANADA	7.14K	Jun 30, 26	-651	0.05%
WEBSTERROGERS FINANCIAL ADVISORS, LLC	7.09K	Jun 30, 26	--	0.05%
Foundations Investment Advisors, LLC	6.74K	Jun 30, 26	+6.74K	0.05%
Baird Financial Group, Inc.	5.52K	Jun 30, 26	+5.52K	0.04%
Index Fund Advisors, Inc.	5.48K	Jun 30, 26	+1.09K	0.04%
UBS Group AG	5.00K	Jun 30, 26	+4.93K	0.03%
Freedom Day Solutions, LLC	4.88K	Jun 30, 26	+4.88K	0.03%
Oceanside Advisors LLC	4.71K	Jun 30, 26	-116	0.03%
Burk Holdings LLC	4.67K	Jun 30, 26	--	0.03%
TRUIST FINANCIAL CORP	4.42K	Jun 30, 26	+4.42K	0.03%
JDM Financial Group LLC	3.88K	Jun 30, 26	-888	0.03%
Beaird Harris Wealth Management, LLC	3.40K	Jun 30, 26	--	0.02%
MORGAN STANLEY	2.99K	Jun 30, 26	+294	0.02%
JONES FINANCIAL COMPANIES LLLP	2.78K	Jun 30, 26	-644	0.02%
ADVISOR GROUP HOLDINGS, INC.	2.10K	Jun 30, 26	+2.10K	0.01%
Financial Network Wealth Advisors LLC	1.69K	Jun 30, 26	--	0.01%
AE Wealth Management LLC	1.25K	Jun 30, 26	-32.68K	0.01%
Lodestone Wealth Management LLC	546	Jun 30, 26	+5	0.00%
Ares Financial Consulting, LLC	353	Jun 30, 26	-122	0.00%
Lloyd Advisory Services, LLC.	234	Jun 30, 26	+122	0.00%
Networth Advisors, LLC	233	Jun 30, 26	-68.04K	0.00%
Mosley Wealth Management	159	Jun 30, 26	+159	0.00%
Allied Private Wealth LLC	142	Jun 30, 26	+142	0.00%
LAM GROUP, INC.	90	Jun 30, 26	+5	0.00%
Atria Investments, Inc	--	Jun 30, 26	-138.86K	--
KINGSWOOD WEALTH ADVISORS, LLC	--	Jun 30, 26	-11.04K	--
Arkadios Wealth Advisors	--	Jun 30, 26	-6.90K	--
Fulcrum Equity Management	--	Jun 30, 26	-17.11K	--
Advisory Services Network, LLC	--	Jun 30, 26	-779	--
Kingdom Financial Group LLC.	--	Jun 30, 26	-112	--
United Advisor Group, LLC	--	Jun 30, 26	-33.63K	--
Hutchens & Kramer Investment Management Group, LLC	--	Jun 30, 26	-21.13K	--
Global View Capital Management LLC	--	Jun 30, 26	-55.41K	--
SWMG, LLC	--	Jun 30, 26	-19.91K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Jun 30, 26	-247	--
Brinker Capital Investments, LLC	--	Jun 30, 26	-21.46K	--
WORLD EQUITY GROUP, INC.	--	Jun 30, 26	-12.06K	--
Cambridge Investment Research Advisors, Inc.	--	Jun 30, 26	-5.74K	--
Concurrent Investment Advisors, LLC	--	Jun 30, 26	-43.59K	--
JPMORGAN CHASE & CO	--	Jun 30, 26	-46	--
Legacy Wealth Partners, LLC	--	Jun 30, 26	-19.44K	--
Encompass More Asset Management	--	Jun 30, 26	-5.39K	--
RFG Advisory, LLC	--	Jun 30, 26	-12.34K	--
WealthShield Partners, LLC	--	Jun 30, 26	-88	--
NewEdge Advisors, LLC	--	Jun 30, 26	-6.53K	--
VisionPoint Advisory Group, LLC	--	Jun 30, 26	-29.21K	--
Bank of New York Mellon Corp	--	Jun 30, 26	-25.50K	--
GeoWealth Management, LLC	--	Jun 30, 26	-14.97K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-10.03K	--
Virtue Capital Management, LLC	--	Jun 30, 26	-27.16K	--
Mariner, LLC	--	Jun 30, 26	-46.63K	--
HERITAGE OAK WEALTH ADVISORS LLC	--	Jun 30, 26	-154.88K	--
Ashton Thomas Private Wealth, LLC	--	Jun 30, 26	-5.63K	--
Ausdal Financial Partners, Inc.	--	Jun 30, 26	-7.38K	--
HARBOUR INVESTMENTS, INC.	--	Jun 30, 26	-1.65K	--
Savant Capital, LLC	1.76M	Mar 31, 26	-419.35K	12.32%
ENVESTNET ASSET MANAGEMENT INC	658.77K	Mar 31, 26	+169.90K	4.60%
PARK AVENUE SECURITIES LLC	270.92K	Mar 31, 26	+270.92K	1.89%
RAYMOND JAMES FINANCIAL INC	65.65K	Mar 31, 26	+65.65K	0.46%
Tillman Hartley LLC	40.85K	Mar 31, 26	--	0.29%
JONES FINANCIAL COMPANIES LLLP	3.42K	Mar 31, 26	+1.00K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	247	Mar 31, 26	+247	0.00%
CWM, LLC	99	Mar 31, 26	+99	0.00%
Evanson Asset Management, LLC	--	Mar 31, 26	-6.21K	--
Lion Street Advisors, LLC	--	Sep 30, 25	-14.91K	--
PrairieView Partners, LLC	2.66M	Jun 30, 25	+39.47K	18.61%
Good Life Advisors, LLC	13.69K	Jun 30, 25	+1.41K	0.10%
WR Wealth Planners, LLC	185.75K	Dec 31, 24	+9.30K	1.30%
Bridge Advisory, LLC	10.74K	Sep 30, 24	+117	0.08%
Equius Partners, Inc.	6.70K	Dec 31, 22	--	0.05%
CPWM, LLC	38.27K	Sep 30, 22	+22.23K	0.27%

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Holder

Date

Change

% Held

MASECO LLP

2.04M

Jun 30, 26

+83.60K

14.25%

Verus Financial Partners, Inc.

1.36M

Jun 30, 26

+2.43K

9.49%

Financial Plan, Inc.

926.71K

Jun 30, 26

+75.46K

6.47%

Savant Capital, LLC

874.27K

Jun 30, 26

-889.75K

6.11%

Simplicity Wealth,LLC

741.46K

Jun 30, 26

+9.78K

5.18%

ENVESTNET ASSET MANAGEMENT INC

588.20K

Jun 30, 26

-70.57K

4.11%

Creative Planning

415.93K

Jun 30, 26

+16.50K

2.91%

Pacific Life Fund Advisors LLC

335.00K

Jun 30, 26

+22.60K

2.34%

PARK AVENUE SECURITIES LLC

302.62K

Jun 30, 26

+31.70K

2.11%

Allworth Financial LP

231.57K

Jun 30, 26

+50.65K

1.62%

Werba Rubin Papier Wealth Management

221.89K

Jun 30, 26

+19.65K

1.55%

Fort Vancouver Investment Management, LLC

208.61K

Jun 30, 26

+31.10K

1.46%

Ferguson Johnson Wealth Management Inc

198.31K

Jun 30, 26

+6.58K

1.39%

RAYMOND JAMES FINANCIAL INC

195.05K

Jun 30, 26

+129.40K

1.36%

Mattern Wealth Management LLC

191.93K

Jun 30, 26

-13.33K

1.34%

GOLDMAN SACHS GROUP INC

185.25K

Jun 30, 26

+140.25K

1.29%

Strategic Blueprint, LLC

168.91K

Jun 30, 26

+5.33K

1.18%

LPL Financial LLC

161.98K

Jun 30, 26

-721.30K

1.13%

AMERICAN CENTURY COMPANIES INC

146.09K

Jun 30, 26

+16.01K

1.02%

Allodium Investment Consultants, LLC

99.66K

Jun 30, 26

+10.27K

0.70%

McCartney Wealth Management LLC

97.04K

Jun 30, 26

+4.01K

0.68%

CI Private Wealth, LLC

92.81K

Jun 30, 26

+9.38K

0.65%

MAIMON WEALTH MANAGEMENT LTD.

88.58K

Jun 30, 26

+9.20K

0.62%

ENDEAVOR PRIVATE WEALTH, INC.

86.17K

Jun 30, 26

+12.85K

0.60%

Plancorp, LLC

85.67K

Jun 30, 26

0.60%

Trajan Wealth LLC

79.57K

Jun 30, 26

-2.78K

0.56%

CITADEL ADVISORS LLC

77.64K

Jun 30, 26

+77.64K

0.54%

Buckingham Strategic Partners

73.95K

Jun 30, 26

-257

0.52%

Navigoe, LLC

71.76K

Jun 30, 26

+12.06K

0.50%

CoreCap Advisors, LLC

71.22K

Jun 30, 26

-162.18K

0.50%

Cogent Private Wealth, Inc.

66.88K

Jun 30, 26

+7.32K

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

66.44K

Jun 30, 26

+4.21K

0.46%

Arcadia Wealth Management, Inc.

65.34K

Jun 30, 26

+4.53K

0.46%

B&D White Capital Company, LLC

64.88K

Jun 30, 26

+1.87K

0.45%

AXXCESS WEALTH MANAGEMENT, LLC

63.16K

Jun 30, 26

+63.16K

0.44%

MML INVESTORS SERVICES, LLC

61.94K

Jun 30, 26

+12.37K

0.43%

Integrated Advisors Network LLC

61.54K

Jun 30, 26

-410

0.43%

McMill Wealth Management

57.87K

Jun 30, 26

+7.29K

0.40%

Tillman Hartley LLC

56.43K

Jun 30, 26

+15.58K

0.39%

Pacific Asset Management, LLC

56.33K

Jun 30, 26

+3.89K

0.39%

Approach Retirement Advisors, LLC

46.44K

Jun 30, 26

+1.03K

0.32%

Valued Wealth Advisors LLC

38.40K

Jun 30, 26

-15.01K

0.27%

Private Advisor Group, LLC

37.85K

Jun 30, 26

+12.44K

0.26%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

34.81K

Jun 30, 26

+28.93K

0.24%

Eaton-Cambridge Inc.

33.74K

Jun 30, 26

0.24%

Kestra Advisory Services, LLC

32.28K

Jun 30, 26

+4.19K

0.23%

SC&H Financial Advisors, Inc.

29.97K

Jun 30, 26

+1.15K

0.21%

Beacon Pointe Advisors, LLC

29.95K

Jun 30, 26

+29.95K

0.21%

CLUNE & ASSOCIATES, LTD.

29.88K

Jun 30, 26

-6.06K

0.21%

IFP Advisors, Inc

25.61K

Jun 30, 26

-565

0.18%

Smartleaf Asset Management LLC

25.41K

Jun 30, 26

0.18%

JANE STREET GROUP, LLC

24.29K

Jun 30, 26

+24.29K

0.17%

PCG Wealth Advisors, LLC

22.81K

Jun 30, 26

-7.23K

0.16%

Clearwater Capital Advisors, LLC

21.96K

Jun 30, 26

0.15%

CARDIFF PARK ADVISORS, LLC

18.40K

Jun 30, 26

-1.27K

0.13%

ATLas Financial Planning LLC

17.61K

Jun 30, 26

+4.68K

0.12%

Diversify Advisory Services, LLC

11.79K

Jun 30, 26

+11.79K

0.08%

DIVERSIFY WEALTH MANAGEMENT, LLC

11.79K

Jun 30, 26

+11.79K

0.08%

MORRIS FINANCIAL CONCEPTS, INC.

10.99K

Jun 30, 26

+494

0.08%

Wilkerson Advisory Group LLC

9.90K

Jun 30, 26

-1.49K

0.07%

marrick wealth, LLC

8.99K

Jun 30, 26

+1.98K

0.06%

Farther Finance Advisors, LLC

8.96K

Jun 30, 26

0.06%

Apella Capital, LLC

8.84K

Jun 30, 26

0.06%

Investment Advisory Group, LLC

8.80K

Jun 30, 26

+300

0.06%

Trailhead Planners LLC

8.20K

Jun 30, 26

-843

0.06%

NWAM LLC

8.19K

Jun 30, 26

+86

0.06%

Pensionmark Financial Group, LLC

7.22K

Jun 30, 26

0.05%

ROYAL BANK OF CANADA

7.14K

Jun 30, 26

-651

0.05%

WEBSTERROGERS FINANCIAL ADVISORS, LLC

7.09K

Jun 30, 26

0.05%

Foundations Investment Advisors, LLC

6.74K

Jun 30, 26

+6.74K

0.05%

Baird Financial Group, Inc.

5.52K

Jun 30, 26

+5.52K

0.04%

Index Fund Advisors, Inc.

5.48K

Jun 30, 26

+1.09K

0.04%

UBS Group AG

5.00K

Jun 30, 26

+4.93K

0.03%

Freedom Day Solutions, LLC

4.88K

Jun 30, 26

+4.88K

0.03%

Oceanside Advisors LLC

4.71K

Jun 30, 26

-116

0.03%

Burk Holdings LLC

4.67K

Jun 30, 26

0.03%

TRUIST FINANCIAL CORP

4.42K

Jun 30, 26

+4.42K

0.03%

JDM Financial Group LLC

3.88K

Jun 30, 26

-888

0.03%

Beaird Harris Wealth Management, LLC

3.40K

Jun 30, 26

0.02%

MORGAN STANLEY

2.99K

Jun 30, 26

+294

0.02%

JONES FINANCIAL COMPANIES LLLP

2.78K

Jun 30, 26

-644

0.02%

ADVISOR GROUP HOLDINGS, INC.

2.10K

Jun 30, 26

+2.10K

0.01%

Financial Network Wealth Advisors LLC

1.69K

Jun 30, 26

0.01%

AE Wealth Management LLC

1.25K

Jun 30, 26

-32.68K

0.01%

Lodestone Wealth Management LLC

546

Jun 30, 26

0.00%

Ares Financial Consulting, LLC

353

Jun 30, 26

-122

0.00%

Lloyd Advisory Services, LLC.

234

Jun 30, 26

+122

0.00%

Networth Advisors, LLC

233

Jun 30, 26

-68.04K

0.00%

Mosley Wealth Management

159

Jun 30, 26

+159

0.00%

Allied Private Wealth LLC

142

Jun 30, 26

+142

0.00%

LAM GROUP, INC.

Jun 30, 26

0.00%

Atria Investments, Inc

Jun 30, 26

-138.86K

KINGSWOOD WEALTH ADVISORS, LLC

Jun 30, 26

-11.04K

Arkadios Wealth Advisors

Jun 30, 26

-6.90K

Fulcrum Equity Management

Jun 30, 26

-17.11K

Advisory Services Network, LLC

Jun 30, 26

-779

Kingdom Financial Group LLC.

Jun 30, 26

-112

United Advisor Group, LLC

Jun 30, 26

-33.63K

Hutchens & Kramer Investment Management Group, LLC

Jun 30, 26

-21.13K

Global View Capital Management LLC

Jun 30, 26

-55.41K

SWMG, LLC

Jun 30, 26

-19.91K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Jun 30, 26

-247

Brinker Capital Investments, LLC

Jun 30, 26

-21.46K

WORLD EQUITY GROUP, INC.

Jun 30, 26

-12.06K

Cambridge Investment Research Advisors, Inc.

Jun 30, 26

-5.74K

Concurrent Investment Advisors, LLC

Jun 30, 26

-43.59K

JPMORGAN CHASE & CO

Jun 30, 26

-46

Legacy Wealth Partners, LLC

Jun 30, 26

-19.44K

Encompass More Asset Management

Jun 30, 26

-5.39K

RFG Advisory, LLC

Jun 30, 26

-12.34K

WealthShield Partners, LLC

Jun 30, 26

-88

NewEdge Advisors, LLC

Jun 30, 26

-6.53K

VisionPoint Advisory Group, LLC

Jun 30, 26

-29.21K

Bank of New York Mellon Corp

Jun 30, 26

-25.50K

GeoWealth Management, LLC

Jun 30, 26

-14.97K

Ameritas Advisory Services, LLC

Jun 30, 26

-10.03K

Virtue Capital Management, LLC

Jun 30, 26

-27.16K

Mariner, LLC

Jun 30, 26

-46.63K

HERITAGE OAK WEALTH ADVISORS LLC

Jun 30, 26

-154.88K

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-5.63K

Ausdal Financial Partners, Inc.

Jun 30, 26

-7.38K

HARBOUR INVESTMENTS, INC.

Jun 30, 26

-1.65K

Savant Capital, LLC

1.76M

Mar 31, 26

-419.35K

12.32%

ENVESTNET ASSET MANAGEMENT INC

658.77K

Mar 31, 26

+169.90K

4.60%

PARK AVENUE SECURITIES LLC

270.92K

Mar 31, 26

+270.92K

1.89%

RAYMOND JAMES FINANCIAL INC

65.65K

Mar 31, 26

+65.65K

0.46%

Tillman Hartley LLC

40.85K

Mar 31, 26

0.29%

JONES FINANCIAL COMPANIES LLLP

3.42K

Mar 31, 26

+1.00K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

247

Mar 31, 26

+247

0.00%

CWM, LLC

Mar 31, 26

+99

0.00%

Evanson Asset Management, LLC

Mar 31, 26

-6.21K

Lion Street Advisors, LLC

Sep 30, 25

-14.91K

PrairieView Partners, LLC

2.66M

Jun 30, 25

+39.47K

18.61%

Good Life Advisors, LLC

13.69K

Jun 30, 25

+1.41K

0.10%

WR Wealth Planners, LLC

185.75K

Dec 31, 24

+9.30K

1.30%

Bridge Advisory, LLC

10.74K

Sep 30, 24

+117

0.08%

Equius Partners, Inc.

6.70K

Dec 31, 22

0.05%

CPWM, LLC

38.27K

Sep 30, 22

+22.23K

0.27%