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Holder Amount Position Size ($ in 1000's)  As of Verus Financial Partners Inc. 1,325,910 $61,363  03/31/2024      AVSF 1,325,910 $61,363  03/31/2024 Pacific Life Fund Advisors LLC 323,187 $14,957  03/31/2024      AVSF 323,187 $14,957  03/31/2024 Creative Planning 288,531 $13,389  12/31/2023      AVSF 288,531 $13,389  12/31/2023 Envestnet Asset Management Inc. 252,842 $11,733  12/31/2023      AVSF 252,842 $11,733  12/31/2023 Strategic Blueprint LLC 122,312 $5,661  03/31/2024      AVSF 122,312 $5,661  03/31/2024 Mattern Wealth Management LLC 121,127 $5,621  12/31/2023      AVSF 121,127 $5,621  12/31/2023 Park Avenue Securities LLC 112,386 $5,201  03/31/2024      AVSF 112,386 $5,201  03/31/2024 LPL Financial LLC 87,012 $4,038  12/31/2023      AVSF 87,012 $4,038  12/31/2023 Plancorp LLC 83,425 $3,871  12/31/2023      AVSF 83,425 $3,871  12/31/2023 CI Private Wealth LLC 69,121 $3,208  12/31/2023      AVSF 69,121 $3,208  12/31/2023 Buckingham Strategic Partners 67,219 $3,119  12/31/2023      AVSF 67,219 $3,119  12/31/2023 Citadel Advisors LLC 60,233 $2,795  12/31/2023      AVSF 60,233 $2,795  12/31/2023 Jane Street Group LLC 58,208 $2,701  12/31/2023      AVSF 58,208 $2,701  12/31/2023 Integrated Advisors Network LLC 58,042 $2,686  03/31/2024      AVSF 58,042 $2,686  03/31/2024 Elwood & Goetz Wealth Advisory Group LLC 40,320 $1,866  03/31/2024      AVSF 40,320 $1,866  03/31/2024 Allworth Financial LP 37,623 $1,741  03/31/2024      AVSF 37,623 $1,741  03/31/2024 Tillman Hartley LLC 35,659 $1,655  12/31/2023      AVSF 35,659 $1,655  12/31/2023 Commonwealth Equity Services LLC 34,830 $1,612  03/31/2024      AVSF 34,830 $1,612  03/31/2024 EverSource Wealth Advisors LLC 31,490 $1,461  12/31/2023      AVSF 31,490 $1,461  12/31/2023 Mariner LLC 31,460 $1,460  12/31/2023      AVSF 31,460 $1,460  12/31/2023 Valued Wealth Advisors LLC 28,540 $1,321  03/31/2024      AVSF 28,540 $1,321  03/31/2024 Cardiff Park Advisors LLC 27,882 $1,294  12/31/2023      AVSF 27,882 $1,294  12/31/2023 MML Investors Services LLC 26,171 $1,214  12/31/2023      AVSF 26,171 $1,214  12/31/2023 SC&H Financial Advisors Inc. 21,268 $984  03/31/2024      AVSF 21,268 $984  03/31/2024 Susquehanna International Group LLP 19,595 $907  03/31/2024      AVSF 19,595 $907  03/31/2024 Apella Capital LLC 16,859 $777  03/31/2024      AVSF 16,859 $777  03/31/2024 Grand Wealth Management LLC 15,240 $707  12/31/2023      AVSF 15,240 $707  12/31/2023 Index Fund Advisors Inc. 14,073 $653  12/31/2023      AVSF 14,073 $653  12/31/2023 American Century Companies Inc. 11,305 $525  12/31/2023      AVSF 11,305 $525  12/31/2023 B&D White Capital Company LLC 10,804 $501  12/31/2023      AVSF 10,804 $501  12/31/2023 TFB Advisors LLC 10,220 $467  03/31/2024      AVSF 10,220 $467  03/31/2024 Bridge Advisory LLC 8,877 $411  03/31/2024      AVSF 8,877 $411  03/31/2024 Lion Street Advisors LLC 8,012 $372  03/31/2024      AVSF 8,012 $372  03/31/2024 Simplicity Wealth LLC 7,318 $339  03/31/2024      AVSF 7,318 $339  03/31/2024 Nwam LLC 7,300 $339  12/31/2023      AVSF 7,300 $339  12/31/2023 Websterrogers Financial Advisors LLC 7,203 $334  12/31/2023      AVSF 7,203 $334  12/31/2023 Morris Financial Concepts Inc. 7,048 $326  03/31/2024      AVSF 7,048 $326  03/31/2024 Wealth Enhancement Advisory Services LLC 6,701 $310  03/31/2024      AVSF 6,701 $310  03/31/2024 Beaird Harris Wealth Management LLC 6,423 $298  12/31/2023      AVSF 6,423 $298  12/31/2023 Eaton Cambridge Inc. 5,894 $274  12/31/2023      AVSF 5,894 $274  12/31/2023 Oceanside Advisors LLC 5,909 $273  03/31/2024      AVSF 5,909 $273  03/31/2024 Cambridge Investment Research Advisors Inc. 5,074 $235  03/31/2024      AVSF 5,074 $235  03/31/2024 Tortoise Investment Management LLC 3,800 $176  12/31/2023      AVSF 3,800 $176  12/31/2023 Red Lighthouse Investment Management LLC 1,000 $46  12/31/2023      AVSF 1,000 $46  12/31/2023 Lam Group Inc. 45 $2  03/31/2024      AVSF 45 $2  03/31/2024 Proequities Inc. 0 $0  03/31/2024      AVSF 0 $0  03/31/2024 See All: Funds Holding AVSF See Details: Top 10 Hedge Funds Holding AVSF Also See: AVSF Holdings Changes

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