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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICG
351
InterOcean Capital Group
Tennessee
$632K -$69.9K -2,762 -9%
H
352
HoyleCohen
California
$620K +$279 +11 +0%
NP
353
NorthRock Partners
Minnesota
$603K
ACM
354
Advisors Capital Management
New Jersey
$602K +$372K +14,710 +132%
ACA
355
Affinity Capital Advisors
California
$598K +$649K +25,646 New
CWM
356
CarsonAllaria Wealth Management
Illinois
$596K -$12.4K -488 -2%
SG
357
Stonnington Group
California
$590K +$624K +24,648 New
CFS
358
CRA Financial Services
New Jersey
$587K +$638K +25,195 New
RPSA
359
Richard P. Slaughter Associates
Texas
$586K
KA
360
Kovack Advisors
Florida
$580K +$25 +1 +0%
SWM
361
Shakespeare Wealth Management
Wisconsin
$578K +$226K +8,926 +57%
NAM
362
NorthCrest Asset Manangement
Minnesota
$566K +$615K +24,273 New
SRSA
363
S.R. Schill & Associates
Washington
$546K
VWA
364
V Wealth Advisors
Kansas
$535K +$582K +22,969 New
SPIA
365
Steward Partners Investment Advisory
New York
$533K
PCIA
366
Prime Capital Investment Advisors
Kansas
$531K +$49.4K +1,953 +9%
MPAM
367
Murphy Pohlad Asset Management
Minnesota
$524K
VWA
368
Visionary Wealth Advisors
Illinois
$523K +$734 +29 +0.1%
IGWM
369
ICA Group Wealth Management
Colorado
$523K +$93.6K +3,695 +23%
3LCM
370
3D/L Capital Management
Connecticut
$522K +$66K +2,607 +13%
QPWM
371
Quadrant Private Wealth Management
Pennsylvania
$521K -$15.2K -600 -3%
W
372
WealthOne
New York
$520K +$565K +22,333 New
BTW
373
Boston Trust Walden
Massachusetts
$502K
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$497K +$276K +10,913 +105%
CAI
375
Capital Advisors Inc
Oklahoma
$488K -$84.3K -3,329 -14%