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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$11M -$315K -11,653 -3%
WP
227
WealthSource Partners
California
$10.8M -$24.8K -917 -0.2%
AW
228
Avion Wealth
Texas
$10.7M -$215K -7,929 -2%
SIS
229
Strategic Investment Solutions
Illinois
$10.6M -$177M -6,523,470 -95%
CAN
230
Cetera Advisor Networks
California
$10.5M -$1.08M -40,013 -10%
WAG
231
Winthrop Advisory Group
Massachusetts
$10.5M -$54.1K -1,999 -0.6%
MG
232
MilWealth Group
Wisconsin
$10.4M +$125K +4,635 +1%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$10.4M -$25.8K -955 -0.3%
CCA
234
Cravens & Co Advisors
Tennessee
$10.4M +$414K +15,313 +5%
RA
235
RFG Advisory
Alabama
$10.3M -$9.41M -347,936 -50%
ASI
236
Advisory Services & Investments
Oregon
$10.2M -$63.1K -2,332 -0.7%
VWA
237
Visionary Wealth Advisors
Illinois
$9.64M -$84.7K -3,131 -0.9%
GLR
238
Great Lakes Retirement
Ohio
$9.57M -$1.54M -56,976 -15%
RS
239
Retirement Solution
Washington
$9.56M +$1.58M +58,333 +22%
FOA
240
Five Oceans Advisors
California
$9.39M +$212K +7,817 +2%
SWP
241
Stratos Wealth Partners
Ohio
$9.37M +$216K +7,995 +3%
HKIMG
242
Hutchens & Kramer Investment Management Group
Indiana
$9.35M +$1.67M +61,861 +24%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$9.28M +$1.4M +51,906 +20%
SOAG
244
Silver Oak Advisory Group
Oregon
$9.22M +$199K +7,352 +2%
MWM
245
Melfa Wealth Management
Massachusetts
$9.15M +$1.07M +39,582 +14%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$9.1M +$1.75M +64,528 +26%
KAM
247
Knightsbridge Asset Management
California
$9.02M +$406 +15 +0%
CWM
248
Cedar Wealth Management
California
$8.84M
WW
249
Waterfront Wealth
Kansas
$8.79M -$316K -11,670 -4%
CGPCS
250
Capital Group Private Client Services
California
$8.76M +$11.8K +435 +0.1%