Stock
AVDV
| Ownership Count: | 562 |
| Ownership Count: | 562 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Savant Capital, LLC | 5.23% |
Added 10.71%
|
9,879,819 | $642,978,000.0 |
| Creative Planning | 0.62% |
Added 51.80%
|
9,485,275 | $617,301,000.0 |
| JONES FINANCIAL COMPANIES LLLP | 0.38% |
Reduced 65.70%
|
5,891,639 | $383,427,000.0 |
| Colony Group, LLC | 0.58% |
Added 13.26%
|
3,253,040 | $211,707,000.0 |
| Buckingham Strategic Partners | 3.6% |
Added 24.61%
|
3,136,007 | $204,091,000.0 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 1.87% |
No Change
|
2,580,173 | $167,582,000.0 |
| Accredited Investors Inc. | 9.4% |
Added 6.35%
|
2,462,412 | $160,253,000.0 |
| Mason Investment Advisory Services, Inc. | 9.29% |
Added 3.66%
|
2,432,568 | $158,311,000.0 |
| Haverford Trust Co | 1.09% |
Added 1.68%
|
1,675,030 | $109,010,000.0 |
| Pure Financial Advisors, LLC | 2.25% |
Added 10.87%
|
1,516,182 | $98,673,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.08% |
Added 40.11%
|
1,406,576 | $91,539,000.0 |
| Cerity Partners LLC | 0.18% |
Added 5.21%
|
1,259,291 | $81,954,000.0 |
| WIPFLI FINANCIAL ADVISORS LLC, | 3.97% |
No Change
|
1,186,990 | $56,382,000.0 |
| Unison Advisors LLC | 9.09% |
Added 0.47%
|
1,168,165 | $76,024,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% |
Reduced 3.89%
|
991,455 | $64,523,000.0 |