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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
176
Integrity Wealth Solutions
Colorado
$5.64M +$113K +3,748 +2%
PPWM
177
PFG Private Wealth Management
Florida
$5.64M +$5.39M +178,813 New
SWP
178
SIMA Wealth Partners
Virginia
$5.6M +$412K +13,670 +8%
PA
179
PFG Advisors
Arizona
$5.57M +$708K +23,509 +15%
PWM
180
Parkshore Wealth Management
California
$5.56M +$759K +25,186 +17%
FHC
181
Fort Henry Capital
West Virginia
$5.54M -$72.9K -2,420 -1%
CW
182
Curio Wealth
Maryland
$5.47M -$113K -3,741 -2%
VWM
183
Vermillion Wealth Management
Minnesota
$5.4M +$433K +14,372 +9%
ST
184
Sageworth Trust
Pennsylvania
$5.26M
Baird Financial Group
185
Baird Financial Group
Wisconsin
$5.2M +$859K +28,527 +21%
TFA
186
Trinity Financial Advisors
Ohio
$5.14M +$188K +6,231 +4%
FWM
187
FMB Wealth Management
California
$5.12M +$262K +8,686 +6%
TWCA
188
Two West Capital Advisors
Kansas
$5.11M -$168K -5,569 -3%
IWP
189
IAG Wealth Partners
Wisconsin
$5.11M -$9.28K -308 -0.2%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$5.1M +$4.87M +161,785 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$5.1M -$6.41M -212,704 -57%
JCM
192
Jacobi Capital Management
Pennsylvania
$5.06M +$696K +23,117 +17%
BWMG
193
Bannerman Wealth Management Group
Texas
$4.95M +$51K +1,693 +1%
NA
194
Note Advisors
New York
$4.91M +$286K +9,507 +6%
SPI
195
Sutton Place Investors
New York
$4.91M -$770K -25,564 -14%
BIG
196
Builder Investment Group
Georgia
$4.82M +$52.5K +1,743 +1%
PFA
197
Pettinga Financial Advisors
Indiana
$4.71M +$157K +5,226 +4%
MA
198
MBA Advisors
Pennsylvania
$4.64M +$98.3K +3,262 +2%
LWA
199
Ledgewood Wealth Advisors
New Hampshire
$4.6M -$220K -7,312 -5%
ALWM
200
Andrews Lucia Wealth Management
California
$4.58M +$39K +1,294 +0.9%