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DFA Real Estate Securities Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Angeles Wealth Management
California
$12.9K +$11.7K +569 New
EWA
177
EverSource Wealth Advisors
Alabama
$10.5K – – –
BHWM
178
Bay Harbor Wealth Management
Maryland
$8.03K -$214K -10,444 -97%
OLVIG
179
Oliver Lagore Vanvalin Investment Group
Michigan
$6.57K +$1.66K +81 +39%
WP
180
WealthShield Partners
North Carolina
$4.64K – – –
Bank of America
181
Bank of America
North Carolina
$4.62K -$819 -40 -16%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$4.39K +$3.95K +193 New
ADL
183
Asset Dedication LLC
California
$1K – – –
CCA
184
Criterion Capital Advisors
Tennessee
$160 +$143 +7 New
TRCT
185
Tower Research Capital (TRC)
New York
$136 – – –
WCA
186
Waypoint Capital Advisors
Minnesota
– -$432K -22,127 Closed
Goldman Sachs
187
Goldman Sachs
New York
– -$380K -19,463 Closed
CCA
188
Cravens & Co Advisors
Tennessee
– -$363K -18,596 Closed
WWM
189
Wolff Wiese Magana
California
– -$308K -15,777 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– -$268K -13,717 Closed
AIM
191
Anchor Investment Management
South Carolina
– -$19.5K -1,000 Closed
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
– -$4.98K -243 -100%
FWM
193
Focused Wealth Management
New York
– -$2.03K -104 Closed
BEI
194
Benjamin Edwards Inc
Missouri
– -$1K -28 Closed
US Bancorp
195
US Bancorp
Minnesota
– -$254 -13 Closed
Fidelity Investments
196
Fidelity Investments
Massachusetts
– -$39 -2 Closed