AVANTAX ADVISORY SERVICES, INC.

AVANTAX ADVISORY SERVICES, INC. filed Q2 2025 13F-HR with $18.2B in disclosed U.S. equity holdings The portfolio is led by ETF exposure, with top positions including IVV (6.3%), VONG (6.1%), AGG (5.1%). Quarter-over-quarter activity shows 6 new entries and 6 exits, with a net additive posture across 56 changed positions. Notable reduction: VONG (2.5% reduction) (VANGUARD SCOTTSDALE FDS).