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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Merriman Wealth Management
Washington
$889K -$139K -2,406 -13%
VFP
102
Verus Financial Partners
Virginia
$872K +$1.9K +33 +0.2%
PFS
103
Prospera Financial Services
Texas
$864K +$48.8K +846 +6%
UWM
104
USAdvisors Wealth Management
Minnesota
$857K -$34.9K -605 -4%
CPSAC
105
Chas P. Smith & Associates (CPS)
Florida
$854K -$32.2K -559 -4%
BA
106
Bridgewater Advisors
New York
$840K +$173 +3 +0%
ASI
107
Advisory Services & Investments
Oregon
$820K +$823K +14,261 New
MWPCG
108
Measured Wealth Private Client Group
New Hampshire
$786K -$13.2K -229 -2%
IWC
109
Integrated Wealth Concepts
Massachusetts
$765K +$29.1K +505 +4%
AFS
110
Annapolis Financial Services
Maryland
$764K +$122K +2,122 +19%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$751K
PC
112
Peavine Capital
Nevada
$742K
Stifel Financial
113
Stifel Financial
Missouri
$742K +$15.2K +264 +2%
IFWM
114
Institute for Wealth Management
Colorado
$713K
Financial Engines Advisors
115
Financial Engines Advisors
California
$685K +$687K +11,913 New
RJA
116
Raymond James & Associates
Florida
$677K +$288 +5 +0%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$670K +$105K +1,817 +18%
SW
118
SVB Wealth
Massachusetts
$651K +$288 +5 +0%
MGIA
119
Moneta Group Investment Advisors
Missouri
$628K -$173 -3 -0%
CAMG
120
CWA Asset Management Group
Florida
$625K -$1.21K -21 -0.2%
AAS
121
Avantax Advisory Services
Texas
$615K +$57.5K +997 +10%
AWA
122
Arete Wealth Advisors
Illinois
$606K +$1.21K +21 +0.2%
PP
123
PrairieView Partners
Minnesota
$599K
FSWA
124
Financial Synergies Wealth Advisors
Texas
$595K +$1.33K +23 +0.2%
RCAG
125
Rehmann Capital Advisory Group
Michigan
$595K +$107K +1,860 +22%