HoldingsChannel.com
Funds Holding AVDV

On this page, we present all of the funds holding AVDV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVDV, with a link to that fund's top holdings. The next columns indicate the amount of AVDV stock held by each of the funds holding AVDV, followed by the AVDV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 305 funds holding AVDV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jones Financial Companies Lllp. For more details on the positions held by Jones Financial Companies Lllp (or by any of the other funds holding AVDV), click the fund name in the "Holder" column of the funds-holding-AVDV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp16,214,850$1,013,266 12/31/2023
     AVDV16,214,850$1,013,266 12/31/2023
Savant Capital LLC6,779,677$423,662 12/31/2023
     AVDV6,779,677$423,662 12/31/2023
Creative Planning5,141,615$321,300 12/31/2023
     AVDV5,141,615$321,300 12/31/2023
Mason Investment Advisory Services Inc.2,316,118$144,734 12/31/2023
     AVDV2,316,118$144,734 12/31/2023
Unison Advisors LLC1,776,254$116,984 03/31/2024
     AVDV1,776,254$116,984 03/31/2024
Buckingham Strategic Wealth LLC1,732,796$108,282 12/31/2023
     AVDV1,732,796$108,282 12/31/2023
Haverford Trust Co.1,473,914$92,105 12/31/2023
     AVDV1,473,914$92,105 12/31/2023
Accredited Investors Inc.1,256,064$78,491 12/31/2023
     AVDV1,256,064$78,491 12/31/2023
Northwestern Mutual Wealth Management Co.1,096,635$68,529 12/31/2023
     AVDV1,096,635$68,529 12/31/2023
Buckingham Strategic Partners1,078,362$67,387 12/31/2023
     AVDV1,078,362$67,387 12/31/2023
Cerity Partners LLC1,074,941$67,173 12/31/2023
     AVDV1,074,941$67,173 12/31/2023
Pure Financial Advisors Inc.998,981$65,793 03/31/2024
     AVDV998,981$65,793 03/31/2024
Annex Advisory Services LLC947,666$62,413 03/31/2024
     AVDV947,666$62,413 03/31/2024
Envestnet Asset Management Inc.795,869$49,734 12/31/2023
     AVDV795,869$49,734 12/31/2023
HighTower Advisors LLC637,853$39,845 12/31/2023
     AVDV637,853$39,845 12/31/2023
Larson Financial Group LLC623,835$38,983 12/31/2023
     AVDV623,835$38,983 12/31/2023
TCI Wealth Advisors Inc.588,031$36,746 12/31/2023
     AVDV588,031$36,746 12/31/2023
Carlson Capital Management528,519$34,808 03/31/2024
     AVDV528,519$34,808 03/31/2024
Hill Investment Group Partners LLC533,867$33,361 12/31/2023
     AVDV533,867$33,361 12/31/2023
CI Private Wealth LLC532,680$33,287 12/31/2023
     AVDV532,680$33,287 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management482,327$30,141 12/31/2023
     AVDV482,327$30,141 12/31/2023
Divergent Planning LLC432,279$28,314 03/31/2024
     AVDV432,279$28,314 03/31/2024
PrairieView Partners LLC445,641$27,848 12/31/2023
     AVDV445,641$27,848 12/31/2023
Callan Capital LLC444,361$27,768 12/31/2023
     AVDV444,361$27,768 12/31/2023
Brickley Wealth Management443,124$27,691 12/31/2023
     AVDV443,124$27,691 12/31/2023
American Century Companies Inc.429,047$26,811 12/31/2023
     AVDV429,047$26,811 12/31/2023
Moisand Fitzgerald Tamayo LLC396,370$26,105 03/31/2024
     AVDV396,370$26,105 03/31/2024
Efficient Advisors LLC404,182$25,257 12/31/2023
     AVDV404,182$25,257 12/31/2023
Beaird Harris Wealth Management LLC363,955$22,744 12/31/2023
     AVDV363,955$22,744 12/31/2023
Park Avenue Securities LLC326,583$21,509 03/31/2024
     AVDV326,583$21,509 03/31/2024
Opus Capital Group LLC312,276$19,514 12/31/2023
     AVDV312,276$19,514 12/31/2023
Falcon Wealth Planning294,255$19,380 03/31/2024
     AVDV294,255$19,380 03/31/2024
Werba Rubin Papier Wealth Management276,143$17,256 12/31/2023
     AVDV276,143$17,256 12/31/2023
Meredith Wealth Planning265,964$16,620 12/31/2023
     AVDV265,964$16,620 12/31/2023
Fundamentun LLC234,372$15,436 03/31/2024
     AVDV234,372$15,436 03/31/2024
Marquette Asset Management LLC242,383$15,147 12/31/2023
     AVDV242,383$15,147 12/31/2023
Prime Capital Investment Advisors LLC239,832$14,987 12/31/2023
     AVDV239,832$14,987 12/31/2023
Trilogy Capital Inc.227,007$14,951 03/31/2024
     AVDV227,007$14,951 03/31/2024
LPL Financial LLC215,952$13,495 12/31/2023
     AVDV215,952$13,495 12/31/2023
Peirce Capital Management LLC203,665$13,413 03/31/2024
     AVDV203,665$13,413 03/31/2024
Apella Capital LLC201,258$13,378 03/31/2024
     AVDV201,258$13,378 03/31/2024
Atwood & Palmer Inc.198,990$13,105 03/31/2024
     AVDV198,990$13,105 03/31/2024
Symmetry Partners LLC190,512$12,547 03/31/2024
     AVDV190,512$12,547 03/31/2024
Quarry Hill Advisors LLC190,384$11,897 12/31/2023
     AVDV190,384$11,897 12/31/2023
Financial Management Network Inc.190,662$11,754 12/31/2023
     AVDV190,662$11,754 12/31/2023
Jane Street Group LLC184,529$11,531 12/31/2023
     AVDV184,529$11,531 12/31/2023
Allegiance Financial Group Advisory Services LLC184,250$11,514 12/31/2023
     AVDV184,250$11,514 12/31/2023
Great Point Wealth Advisors LLC179,082$11,191 12/31/2023
     AVDV179,082$11,191 12/31/2023
JPMorgan Chase & Co.176,401$11,023 12/31/2023
     AVDV176,401$11,023 12/31/2023
Red Lighthouse Investment Management LLC173,246$10,826 12/31/2023
     AVDV173,246$10,826 12/31/2023
Plancorp LLC172,470$10,778 12/31/2023
     AVDV172,470$10,778 12/31/2023
Warren Averett Asset Management LLC172,151$10,758 12/31/2023
     AVDV172,151$10,758 12/31/2023
JRM Investment Counsel LLC171,210$10,699 12/31/2023
     AVDV171,210$10,699 12/31/2023
Henrickson Nauta Wealth Advisors Inc.159,366$10,467 03/31/2024
     AVDV159,366$10,467 03/31/2024
Willow Creek Wealth Management Inc.164,715$10,293 12/31/2023
     AVDV164,715$10,293 12/31/2023
WMS Partners LLC163,670$10,228 12/31/2023
     AVDV163,670$10,228 12/31/2023
Prosperity Planning Inc.153,602$10,116 03/31/2024
     AVDV153,602$10,116 03/31/2024
Flagstone Financial Management155,532$9,719 12/31/2023
     AVDV155,532$9,719 12/31/2023
Orion Portfolio Solutions LLC154,434$9,593 12/31/2023
     AVDV154,434$9,593 12/31/2023
Northwest Wealth Management LLC145,738$9,107 12/31/2023
     AVDV145,738$9,107 12/31/2023
Quantum Financial Advisors LLC145,583$9,097 12/31/2023
     AVDV145,583$9,097 12/31/2023
D Orazio & Associates Inc.137,640$8,601 12/31/2023
     AVDV137,640$8,601 12/31/2023
Collective Family Office LLC124,885$8,225 03/31/2024
     AVDV124,885$8,225 03/31/2024
Morgan Stanley131,091$8,192 12/31/2023
     AVDV131,091$8,192 12/31/2023
Wealth Architects LLC127,662$7,978 12/31/2023
     AVDV127,662$7,978 12/31/2023
Intergy Private Wealth LLC127,528$7,969 12/31/2023
     AVDV127,528$7,969 12/31/2023
OLD Mission Capital LLC122,147$7,633 12/31/2023
     AVDV122,147$7,633 12/31/2023
Advisor Group Holdings Inc.120,836$7,553 12/31/2023
     AVDV120,836$7,553 12/31/2023
Oakwell Private Wealth Management LLC118,152$7,383 12/31/2023
     AVDV118,152$7,383 12/31/2023
Apeiron RIA LLC110,203$7,258 03/31/2024
     AVDV110,203$7,258 03/31/2024
Anderson Hoagland & Co.109,538$7,194 03/31/2024
     AVDV109,538$7,194 03/31/2024
Merriman Wealth Management LLC113,625$7,100 12/31/2023
     AVDV113,625$7,100 12/31/2023
Goldstein Advisors LLC109,030$6,813 12/31/2023
     AVDV109,030$6,813 12/31/2023
Valued Wealth Advisors LLC116,891$6,762 12/31/2023
     AVDV116,891$6,762 12/31/2023
First Ascent Asset Management LLC107,414$6,712 12/31/2023
     AVDV107,414$6,712 12/31/2023
Wealth Enhancement Advisory Services LLC101,543$6,688 03/31/2024
     AVDV101,543$6,688 03/31/2024
Mraz Amerine & Associates Inc.106,858$6,678 12/31/2023
     AVDV106,858$6,678 12/31/2023
Strategic Blueprint LLC106,458$6,653 12/31/2023
     AVDV106,458$6,653 12/31/2023
Paragon Advisors LLC104,999$6,561 12/31/2023
     AVDV104,999$6,561 12/31/2023
Pallas Capital Advisors LLC98,733$6,503 03/31/2024
     AVDV98,733$6,503 03/31/2024
Sailer Financial LLC99,365$6,209 12/31/2023
     AVDV99,365$6,209 12/31/2023
Bayshore Asset Management LLC88,340$5,520 12/31/2023
     AVDV88,340$5,520 12/31/2023
Equita Financial Network Inc.85,829$5,363 12/31/2023
     AVDV85,829$5,363 12/31/2023
CoreFirst Bank & Trust84,726$5,295 12/31/2023
     AVDV84,726$5,295 12/31/2023
Mariner LLC82,574$5,160 12/31/2023
     AVDV82,574$5,160 12/31/2023
Family Wealth Partners LLC78,258$5,154 03/31/2024
     AVDV78,258$5,154 03/31/2024
Pathstone Holdings LLC81,778$5,110 12/31/2023
     AVDV81,778$5,110 12/31/2023
Frontier Asset Management LLC79,334$4,958 12/31/2023
     AVDV79,334$4,958 12/31/2023
Jackson Thornton Asset Management LLC78,400$4,899 12/31/2023
     AVDV78,400$4,899 12/31/2023
Cardiff Park Advisors LLC77,952$4,871 12/31/2023
     AVDV77,952$4,871 12/31/2023
Emprise Bank72,744$4,791 03/31/2024
     AVDV72,744$4,791 03/31/2024
Delap Wealth Advisory LLC73,080$4,567 12/31/2023
     AVDV73,080$4,567 12/31/2023
Oceanside Advisors LLC72,124$4,507 12/31/2023
     AVDV72,124$4,507 12/31/2023
Magnus Financial Group LLC71,653$4,478 12/31/2023
     AVDV71,653$4,478 12/31/2023
Resources Investment Advisors LLC.70,423$4,401 12/31/2023
     AVDV70,423$4,401 12/31/2023
Dopkins Wealth Management LLC69,303$4,331 12/31/2023
     AVDV69,303$4,331 12/31/2023
Chicago Partners Investment Group LLC70,573$4,320 12/31/2023
     AVDV70,573$4,320 12/31/2023
Wedmont Private Capital64,652$4,297 03/31/2024
     AVDV64,652$4,297 03/31/2024
Wells Fargo & Company MN68,286$4,267 12/31/2023
     AVDV68,286$4,267 12/31/2023
WealthCollab LLC68,115$4,257 12/31/2023
     AVDV68,115$4,257 12/31/2023
WMG Financial Advisors LLC67,359$4,209 12/31/2023
     AVDV67,359$4,209 12/31/2023
Prosperity Consulting Group LLC66,615$4,163 12/31/2023
     AVDV66,615$4,163 12/31/2023
Foster Group Inc.62,864$4,140 03/31/2024
     AVDV62,864$4,140 03/31/2024
Elevate Wealth Advisory Inc.65,999$4,124 12/31/2023
     AVDV65,999$4,124 12/31/2023
Capasso Planning Partners LLC64,935$4,058 12/31/2023
     AVDV64,935$4,058 12/31/2023
Signet Financial Management LLC59,383$3,911 03/31/2024
     AVDV59,383$3,911 03/31/2024
SageView Advisory Group LLC62,447$3,849 12/31/2023
     AVDV62,447$3,849 12/31/2023
Stegent Equity Advisors Inc.60,570$3,785 12/31/2023
     AVDV60,570$3,785 12/31/2023
Bank of America Corp DE60,409$3,775 12/31/2023
     AVDV60,409$3,775 12/31/2023
Aveo Capital Partners LLC60,032$3,751 12/31/2023
     AVDV60,032$3,751 12/31/2023
Fonville Wealth Management LLC58,201$3,637 12/31/2023
     AVDV58,201$3,637 12/31/2023
Schwarz Dygos Wheeler Investment Advisors LLC57,857$3,616 12/31/2023
     AVDV57,857$3,616 12/31/2023
Ballentine Capital Advisors Inc58,337$3,568 12/31/2023
     AVDV58,337$3,568 12/31/2023
Fortress Wealth Management Inc.56,241$3,515 12/31/2023
     AVDV56,241$3,515 12/31/2023
Schulz Wealth LTD.52,873$3,482 03/31/2024
     AVDV52,873$3,482 03/31/2024
Versant Capital Management Inc52,846$3,480 03/31/2024
     AVDV52,846$3,480 03/31/2024
Stone Point Wealth LLC53,356$3,334 12/31/2023
     AVDV53,356$3,334 12/31/2023
Physician Wealth Solutions Inc.53,265$3,329 12/31/2023
     AVDV53,265$3,329 12/31/2023
WealthShield Partners LLC51,765$3,235 12/31/2023
     AVDV51,765$3,235 12/31/2023
Libra Wealth LLC51,275$3,204 12/31/2023
     AVDV51,275$3,204 12/31/2023
Modera Wealth Management LLC50,489$3,155 12/31/2023
     AVDV50,489$3,155 12/31/2023
Checchi Capital Advisers LLC50,020$3,126 12/31/2023
     AVDV50,020$3,126 12/31/2023
RWM Asset Management LLC47,354$3,119 03/31/2024
     AVDV47,354$3,119 03/31/2024
Smith Moore & CO.49,367$3,085 12/31/2023
     AVDV49,367$3,085 12/31/2023
Bull Oak Capital LLC46,641$3,072 03/31/2024
     AVDV46,641$3,072 03/31/2024
PCG Wealth Advisors LLC48,409$3,025 12/31/2023
     AVDV48,409$3,025 12/31/2023
Stifel Financial Corp48,325$3,020 12/31/2023
     AVDV48,325$3,020 12/31/2023
Stokes Family Office LLC47,564$2,972 12/31/2023
     AVDV47,564$2,972 12/31/2023
ML & R Wealth Management LLC45,689$2,855 12/31/2023
     AVDV45,689$2,855 12/31/2023
Private Advisor Group LLC45,495$2,843 12/31/2023
     AVDV45,495$2,843 12/31/2023
EverSource Wealth Advisors LLC44,053$2,753 12/31/2023
     AVDV44,053$2,753 12/31/2023
Commonwealth Equity Services LLC43,371$2,710 12/31/2023
     AVDV43,371$2,710 12/31/2023
Private Wealth Management Group LLC40,203$2,512 12/31/2023
     AVDV40,203$2,512 12/31/2023
Cambridge Investment Research Advisors Inc.39,758$2,484 12/31/2023
     AVDV39,758$2,484 12/31/2023
First National Bank Sioux Falls36,823$2,425 03/31/2024
     AVDV36,823$2,425 03/31/2024
Continuum Advisory LLC38,730$2,420 12/31/2023
     AVDV38,730$2,420 12/31/2023
Efficient Frontier Advisors LLC36,374$2,396 03/31/2024
     AVDV36,374$2,396 03/31/2024
Cypress Point Wealth Management LLC34,494$2,156 12/31/2023
     AVDV34,494$2,156 12/31/2023
Aire Advisors LLC33,734$2,108 12/31/2023
     AVDV33,734$2,108 12/31/2023
Empire Financial Management Company LLC33,312$2,082 12/31/2023
     AVDV33,312$2,082 12/31/2023
Kraft Asset Management LLC32,225$2,014 12/31/2023
     AVDV32,225$2,014 12/31/2023
Philadelphia Trust Co.31,843$1,990 12/31/2023
     AVDV31,843$1,990 12/31/2023
Tortoise Investment Management LLC31,124$1,945 12/31/2023
     AVDV31,124$1,945 12/31/2023
Adroit Compliance LLC31,035$1,939 12/31/2023
     AVDV31,035$1,939 12/31/2023
Klaas Financial Asset Advisors LLC31,035$1,939 12/31/2023
     AVDV31,035$1,939 12/31/2023
EP Wealth Advisors LLC30,903$1,931 12/31/2023
     AVDV30,903$1,931 12/31/2023
Capital Performance Advisors LLP30,523$1,907 12/31/2023
     AVDV30,523$1,907 12/31/2023
Foundations Investment Advisors LLC30,654$1,896 12/31/2023
     AVDV30,654$1,896 12/31/2023
GWM Advisors LLC29,682$1,849 12/31/2023
     AVDV29,682$1,849 12/31/2023
MML Investors Services LLC29,529$1,845 12/31/2023
     AVDV29,529$1,845 12/31/2023
Fidelity D & D Bancorp Inc.27,756$1,828 03/31/2024
     AVDV27,756$1,828 03/31/2024
Waterfront Wealth Inc.29,114$1,819 12/31/2023
     AVDV29,114$1,819 12/31/2023
Coldstream Capital Management Inc.27,586$1,724 12/31/2023
     AVDV27,586$1,724 12/31/2023
Bridge Advisory LLC25,224$1,661 03/31/2024
     AVDV25,224$1,661 03/31/2024
Flow Traders U.S. LLC26,351$1,647 12/31/2023
     AVDV26,351$1,647 12/31/2023
Raymond James Financial Services Advisors Inc.25,025$1,564 12/31/2023
     AVDV25,025$1,564 12/31/2023
McLean Asset Management Corp23,425$1,557 03/31/2024
     AVDV23,425$1,557 03/31/2024
Prospera Financial Services Inc23,831$1,489 12/31/2023
     AVDV23,831$1,489 12/31/2023
IFP Advisors Inc23,591$1,474 12/31/2023
     AVDV23,591$1,474 12/31/2023
Royal Bank of Canada23,401$1,463 12/31/2023
     AVDV23,401$1,463 12/31/2023
Nwam LLC23,264$1,454 12/31/2023
     AVDV23,264$1,454 12/31/2023
Gradient Capital Advisors LLC21,630$1,425 03/31/2024
     AVDV21,630$1,425 03/31/2024
Truepoint Inc.22,478$1,405 12/31/2023
     AVDV22,478$1,405 12/31/2023
Farther Finance Advisors LLC22,326$1,395 12/31/2023
     AVDV22,326$1,395 12/31/2023
Gibson Capital LLC21,138$1,392 03/31/2024
     AVDV21,138$1,392 03/31/2024
Global Trust Asset Management LLC20,907$1,377 03/31/2024
     AVDV20,907$1,377 03/31/2024
IAG Wealth Partners LLC20,624$1,289 12/31/2023
     AVDV20,624$1,289 12/31/2023
Sowell Financial Services LLC20,389$1,274 12/31/2023
     AVDV20,389$1,274 12/31/2023
Tillman Hartley LLC20,310$1,269 12/31/2023
     AVDV20,310$1,269 12/31/2023
Soundmark Wealth Management LLC19,012$1,252 03/31/2024
     AVDV19,012$1,252 03/31/2024
Good Life Advisors LLC19,611$1,226 12/31/2023
     AVDV19,611$1,226 12/31/2023
Seed Wealth Management Inc.18,260$1,196 03/31/2024
     AVDV18,260$1,196 03/31/2024
CVA Family Office LLC18,089$1,191 03/31/2024
     AVDV18,089$1,191 03/31/2024
Shufro Rose & Co. LLC20,097$1,163 12/31/2023
     AVDV20,097$1,163 12/31/2023
Discipline Wealth Solutions LLC18,948$1,159 12/31/2023
     AVDV18,948$1,159 12/31/2023
Cetera Investment Advisers18,521$1,157 12/31/2023
     AVDV18,521$1,157 12/31/2023
Etesian Wealth Advisors Inc.16,768$1,104 03/31/2024
     AVDV16,768$1,104 03/31/2024
Betterment LLC17,302$1,081 12/31/2023
     AVDV17,302$1,081 12/31/2023
UMB Bank N A MO17,057$1,066 12/31/2023
     AVDV17,057$1,066 12/31/2023
Robertson Stephens Wealth Management LLC16,984$1,061 12/31/2023
     AVDV16,984$1,061 12/31/2023
SC&H Financial Advisors Inc.16,865$1,054 12/31/2023
     AVDV16,865$1,054 12/31/2023
LexAurum Advisors LLC15,765$1,038 03/31/2024
     AVDV15,765$1,038 03/31/2024
Evanson Asset Management LLC15,178$1,000 03/31/2024
     AVDV15,178$1,000 03/31/2024
Insight Wealth Partners LLC15,851$991 12/31/2023
     AVDV15,851$991 12/31/2023
Kavar Capital Partners Group LLC15,708$982 12/31/2023
     AVDV15,708$982 12/31/2023
WorthPointe LLC15,404$963 12/31/2023
     AVDV15,404$963 12/31/2023
Keb Asset Management LLC15,394$962 12/31/2023
     AVDV15,394$962 12/31/2023
Lauterbach Financial Advisors LLC15,086$943 12/31/2023
     AVDV15,086$943 12/31/2023
Asset Dedication LLC14,127$932 03/31/2024
     AVDV14,127$932 03/31/2024
Vivaldi Capital Management LLC15,387$926 12/31/2023
     AVDV15,387$926 12/31/2023
Wealthfront Advisers LLC14,295$893 12/31/2023
     AVDV14,295$893 12/31/2023
Advisory Services Network LLC13,949$872 12/31/2023
     AVDV13,949$872 12/31/2023
Acorn Financial Advisory Services Inc. ADV13,344$823 12/31/2023
     AVDV13,344$823 12/31/2023
Renaissance Technologies LLC12,796$800 12/31/2023
     AVDV12,796$800 12/31/2023
CWM LLC12,117$798 03/31/2024
     AVDV12,117$798 03/31/2024
Envestnet Portfolio Solutions Inc.12,391$774 12/31/2023
     AVDV12,391$774 12/31/2023
Clark Capital Management Group Inc.12,260$766 12/31/2023
     AVDV12,260$766 12/31/2023
Sigma Planning Corp12,219$764 12/31/2023
     AVDV12,219$764 12/31/2023
Northland Capital Management LLC12,134$758 12/31/2023
     AVDV12,134$758 12/31/2023
Captrust Financial Advisors11,686$730 12/31/2023
     AVDV11,686$730 12/31/2023
Natixis Advisors L.P.11,427$714 12/31/2023
     AVDV11,427$714 12/31/2023
Kestra Advisory Services LLC11,422$714 12/31/2023
     AVDV11,422$714 12/31/2023
UBS Group AG11,240$702 12/31/2023
     AVDV11,240$702 12/31/2023
CAP Partners LLC10,956$685 12/31/2023
     AVDV10,956$685 12/31/2023
True Vision MN LLC10,926$683 12/31/2023
     AVDV10,926$683 12/31/2023
Cardinal Point Capital Management ULC10,910$682 12/31/2023
     AVDV10,910$682 12/31/2023
Claris Advisors LLC MO10,902$681 12/31/2023
     AVDV10,902$681 12/31/2023
Certified Advisory Corp10,822$676 12/31/2023
     AVDV10,822$676 12/31/2023
Lam Group Inc.9,820$647 03/31/2024
     AVDV9,820$647 03/31/2024
Orion Capital Management LLC10,288$643 12/31/2023
     AVDV10,288$643 12/31/2023
Level Financial Advisors Inc.9,413$588 12/31/2023
     AVDV9,413$588 12/31/2023
CENTRAL TRUST Co9,161$572 12/31/2023
     AVDV9,161$572 12/31/2023
Citadel Advisors LLC $559 12/31/2023
     AVDV7,838$490 12/31/2023
     Call1,100$69 12/31/2023
Curtis Advisory Group LLC8,652$541 12/31/2023
     AVDV8,652$541 12/31/2023
Able Wealth Management LLC8,614$538 12/31/2023
     AVDV8,614$538 12/31/2023
Verdence Capital Advisors LLC8,590$537 12/31/2023
     AVDV8,590$537 12/31/2023
Seldon Capital LP8,000$500 12/31/2023
     AVDV8,000$500 12/31/2023
Thrivent Financial for Lutherans7,792$487 12/31/2023
     AVDV7,792$487 12/31/2023
Paragon Capital Management Ltd7,345$484 03/31/2024
     AVDV7,345$484 03/31/2024
Beacon Pointe Advisors LLC7,436$465 12/31/2023
     AVDV7,436$465 12/31/2023
Keel Point LLC7,017$462 03/31/2024
     AVDV7,017$462 03/31/2024
Selective Wealth Management Inc.6,578$432 03/31/2024
     AVDV6,578$432 03/31/2024
Tranquility Partners LLC6,739$421 12/31/2023
     AVDV6,739$421 12/31/2023
Cetera Advisor Networks LLC6,720$420 12/31/2023
     AVDV6,720$420 12/31/2023
Moneta Group Investment Advisors LLC6,558$410 12/31/2023
     AVDV6,558$410 12/31/2023
Austin Wealth Management LLC6,523$401 12/31/2023
     AVDV6,523$401 12/31/2023
Prudential Financial Inc.6,299$394 12/31/2023
     AVDV6,299$394 12/31/2023
Brighton Jones LLC6,246$390 12/31/2023
     AVDV6,246$390 12/31/2023
Intelligent Financial Strategies6,225$389 12/31/2023
     AVDV6,225$389 12/31/2023
Nations Financial Group Inc. IA ADV6,200$387 12/31/2023
     AVDV6,200$387 12/31/2023
Bridgeworth LLC6,170$386 12/31/2023
     AVDV6,170$386 12/31/2023
B&D White Capital Company LLC6,173$386 12/31/2023
     AVDV6,173$386 12/31/2023
The PNC Financial Services Group Inc.5,460$341 12/31/2023
     AVDV5,460$341 12/31/2023
Cedar Brook Financial Partners LLC5,134$338 03/31/2024
     AVDV5,134$338 03/31/2024
Annapolis Financial Services LLC5,075$334 03/31/2024
     AVDV5,075$334 03/31/2024
Atria Wealth Solutions Inc.5,130$321 12/31/2023
     AVDV5,130$321 12/31/2023
Raymond James & Associates5,100$319 12/31/2023
     AVDV5,100$319 12/31/2023
Savvy Advisors Inc.5,023$314 12/31/2023
     AVDV5,023$314 12/31/2023
Empirical Finance LLC4,991$312 12/31/2023
     AVDV4,991$312 12/31/2023
Palisade Asset Management LLC4,840$302 12/31/2023
     AVDV4,840$302 12/31/2023
MB Generational Wealth LLC4,804$300 12/31/2023
     AVDV4,804$300 12/31/2023
Wiley BROS. Aintree Capital LLC4,486$291 03/31/2024
     AVDV4,486$291 03/31/2024
TFB Advisors LLC4,553$285 12/31/2023
     AVDV4,553$285 12/31/2023
Bordeaux Wealth Advisors LLC4,500$281 12/31/2023
     AVDV4,500$281 12/31/2023
Websterrogers Financial Advisors LLC4,400$275 12/31/2023
     AVDV4,400$275 12/31/2023
Accel Wealth Management4,362$273 12/31/2023
     AVDV4,362$273 12/31/2023
Abacus Planning Group Inc.4,109$271 03/31/2024
     AVDV4,109$271 03/31/2024
Rockwood Wealth Management LLC4,342$271 12/31/2023
     AVDV4,342$271 12/31/2023
Index Fund Advisors Inc.4,260$266 12/31/2023
     AVDV4,260$266 12/31/2023
Sage Rhino Capital LLC4,250$266 12/31/2023
     AVDV4,250$266 12/31/2023
Seaside Wealth Management Inc.4,257$266 12/31/2023
     AVDV4,257$266 12/31/2023
Baker Ellis Asset Management LLC4,000$263 03/31/2024
     AVDV4,000$263 03/31/2024
Balboa Wealth Partners4,182$261 12/31/2023
     AVDV4,182$261 12/31/2023
Life Planning Partners Inc4,070$254 12/31/2023
     AVDV4,070$254 12/31/2023
Perigon Wealth Management LLC4,051$253 12/31/2023
     AVDV4,051$253 12/31/2023
Geneos Wealth Management Inc.3,947$247 12/31/2023
     AVDV3,947$247 12/31/2023
Coulter & Justus Financial Services LLC3,886$243 12/31/2023
     AVDV3,886$243 12/31/2023
Ronald Blue Trust Inc.4,173$241 12/31/2023
     AVDV4,173$241 12/31/2023
Root Financial Partners LLC3,834$240 12/31/2023
     AVDV3,834$240 12/31/2023
Atlas Wealth LLC3,982$230 12/31/2023
     AVDV3,982$230 12/31/2023
Principal Securities Inc.3,583$224 12/31/2023
     AVDV3,583$224 12/31/2023
Liberty Wealth Management LLC3,560$222 12/31/2023
     AVDV3,560$222 12/31/2023
Forum Financial Management LP3,541$221 12/31/2023
     AVDV3,541$221 12/31/2023
Ancora Advisors LLC3,460$216 12/31/2023
     AVDV3,460$216 12/31/2023
DBK Financial Counsel LLC3,195$210 03/31/2024
     AVDV3,195$210 03/31/2024
Harbour Investments Inc.3,158$197 12/31/2023
     AVDV3,158$197 12/31/2023
Hollencrest Capital Management2,391$149 12/31/2023
     AVDV2,391$149 12/31/2023
Comerica Bank2,370$148 12/31/2023
     AVDV2,370$148 12/31/2023
Bank of Montreal Can2,352$147 12/31/2023
     AVDV2,352$147 12/31/2023
Cherry Tree Wealth Management LLC2,216$138 12/31/2023
     AVDV2,216$138 12/31/2023
Qube Research & Technologies Ltd1,900$119 12/31/2023
     AVDV1,900$119 12/31/2023
Ritter Daniher Financial Advisory LLC DE1,810$113 12/31/2023
     AVDV1,810$113 12/31/2023
Parkside Financial Bank & Trust1,540$96 12/31/2023
     AVDV1,540$96 12/31/2023
Proequities Inc.765$48 12/31/2023
     AVDV765$48 12/31/2023
Parallel Advisors LLC743$46 12/31/2023
     AVDV743$46 12/31/2023
GPS Wealth Strategies Group LLC737$46 12/31/2023
     AVDV737$46 12/31/2023
Mather Group LLC.720$45 03/31/2024
     AVDV720$45 03/31/2024
Bessemer Group Inc.719$45 12/31/2023
     AVDV719$45 12/31/2023
First Pacific Financial693$43 12/31/2023
     AVDV693$43 12/31/2023
National Bank of Canada FI643$40 12/31/2023
     AVDV643$40 12/31/2023
Glassman Wealth Services521$33 12/31/2023
     AVDV521$33 12/31/2023
Rockbridge Investment Management LCC399$25 12/31/2023
     AVDV399$25 12/31/2023
Massmutual Trust Co. FSB ADV217$14 03/31/2024
     AVDV217$14 03/31/2024
Steward Partners Investment Advisory LLC213$13 12/31/2023
     AVDV213$13 12/31/2023
Salem Investment Counselors Inc.187$12 03/31/2024
     AVDV187$12 03/31/2024
First Horizon Advisors Inc.162$10 12/31/2023
     AVDV162$10 12/31/2023
Tandem Wealth Advisors LLC137$9 12/31/2023
     AVDV137$9 12/31/2023
FMR LLC109$7 12/31/2023
     AVDV109$7 12/31/2023
Annis Gardner Whiting Capital Advisors LLC108$7 12/31/2023
     AVDV108$7 12/31/2023
Robinson Capital Management LLC100$6 12/31/2023
     AVDV100$6 12/31/2023
Pacifica Partners Inc.64$4 03/31/2024
     AVDV64$4 03/31/2024
Global Retirement Partners LLC59$4 12/31/2023
     AVDV59$4 12/31/2023
Pinnacle Bank46$3 03/31/2024
     AVDV46$3 03/31/2024
Valley National Advisers Inc.49$3 12/31/2023
     AVDV49$3 12/31/2023
ORG Partners LLC46$3 12/31/2023
     AVDV46$3 12/31/2023
Nemes Rush Group LLC47$3 12/31/2023
     AVDV47$3 12/31/2023
Allworth Financial LP25$2 12/31/2023
     AVDV25$2 12/31/2023
Addison Advisors LLC8$1 12/31/2023
     AVDV8$1 12/31/2023
Fifth Third Bancorp4$0 12/31/2023
     AVDV4$0 12/31/2023
US Bancorp DE7$0 12/31/2023
     AVDV7$0 12/31/2023
Creative Financial Designs Inc. ADV0$0 12/31/2023
     AVDV0$0 12/31/2023
Citigroup Inc.5$0 12/31/2023
     AVDV5$0 12/31/2023
Farmers & Merchants Investments Inc.2$0 12/31/2023
     AVDV2$0 12/31/2023
Assetmark Inc.4$0 12/31/2023
     AVDV4$0 12/31/2023
Lee Financial Co5$0 12/31/2023
     AVDV5$0 12/31/2023
Caitlin John LLC4$0 12/31/2023
     AVDV4$0 12/31/2023

See Summary: Institutional Holders of AVDV
See Details: Top 10 Hedge Funds Holding AVDV
Also See: AVDV Holdings Changes

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