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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
126
Glassman Wealth Services
Virginia
$19.1M +$4.92M +202,399 +35%
UCFA
127
United Capital Financial Advisors
Texas
$19M -$1.32M -54,360 -7%
NWM
128
Northwest Wealth Management
Iowa
$18.8M -$817K -33,594 -4%
ZF
129
Zhang Financial
Michigan
$18.7M +$4.39M +180,464 +31%
MRWM
130
ML&R Wealth Management
Texas
$18.3M +$642K +26,382 +4%
MCM
131
Morton Capital Management
California
$17.9M +$707K +29,052 +4%
BAM
132
Baldrige Asset Management
Pennsylvania
$17.8M +$1.12M +46,112 +7%
HWM
133
Hassell Wealth Management
Louisiana
$17.7M +$16.9M +696,611 New
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$17.6M +$12.1M +496,996 +216%
SWM
135
Soundmark Wealth Management
Washington
$17.3M +$380K +15,621 +2%
Betterment LLC
136
Betterment LLC
New York
$16.6M +$3.41M +140,271 +26%
VCM
137
Versant Capital Management
Arizona
$16.2M -$498K -20,475 -3%
CA
138
Cetera Advisors
Colorado
$15.8M +$340K +13,958 +2%
TWA
139
Trellis Wealth Advisors
California
$15.8M +$15.8M +649,443 New
MHB
140
Midwest Heritage Bank
Iowa
$15.7M -$740K -30,428 -5%
QHA
141
Quarry Hill Advisors
Minnesota
$15.7M +$15.7M +644,630 New
WA
142
Wealthstream Advisors
New York
$15.5M +$14.9M +611,991 +2,498%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$15.4M +$425K +17,493 +3%
PCM
144
Passive Capital Management
Maryland
$15M +$6M +246,587 +66%
RFP
145
RCS Financial Planning
Maryland
$14.8M +$14.8M +609,779 New
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$14.8M +$1.03M +42,332 +7%
JP Morgan Chase
147
JP Morgan Chase
New York
$14.7M +$14.7M +602,396 +42,303%
KAM
148
Knightsbridge Asset Management
California
$14.6M +$1.21M +49,888 +9%
LFGO
149
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$14.6M +598,696 New
AF
150
Advisornet Financial
Minnesota
$14.5M +$123K +5,063 +0.9%