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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$635K -$63.8K -1,057 -9%
PP
177
PrairieView Partners
Minnesota
$625K
CFG
178
Citizens Financial Group
Rhode Island
$623K +$16K +265 +3%
SC
179
Sawyer & Company
Massachusetts
$598K
BA
180
BCM Advisors
Louisiana
$581K +$250K +4,132 +65%
MWM
181
Mattern Wealth Management
Kansas
$581K +$585K +9,681 New
MG
182
Mather Group
Illinois
$572K
MA
183
MUFG Americas
New York
$572K
KeyBank National Association
184
KeyBank National Association
Ohio
$557K
PFBT
185
Parkside Financial Bank & Trust
Missouri
$552K
AC
186
AWM Capital
Arizona
$549K
KCPG
187
Kavar Capital Partners Group
Kansas
$541K +$13.9K +230 +3%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$535K
W
189
WealthOne
New York
$531K +$19.4K +321 +4%
MIC
190
Meridian Investment Counsel
California
$528K
DPI
191
Diversified Portfolios Inc
Michigan
$528K +$132K +2,183 +33%
RPCA
192
Running Point Capital Advisors
California
$520K +$523K +8,661 New
CIA
193
Cladis Investment Advisory
Montana
$517K +$520K +8,617 New
US Bancorp
194
US Bancorp
Minnesota
$508K +$211K +3,501 +71%
OPCM
195
Osborne Partners Capital Management
California
$506K
KWP
196
Keystone Wealth Partners
Arizona
$499K +$502K +8,317 New
RSWM
197
Robertson Stephens Wealth Management
California
$485K
BFPW
198
BOK Financial Private Wealth
Colorado
$483K -$78.1K -1,293 -14%
LNWWM
199
Laird Norton Wetherby Wealth Management
California
$471K
CFS
200
CRA Financial Services
New Jersey
$463K