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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$500K -$106K -4,975 -16%
EWM
227
Evercore Wealth Management
New York
$478K
QCIG
228
Quad-Cities Investment Group
Iowa
$472K +$531K +24,995 New
BFP
229
Brewster Financial Planning
New York
$468K
Cerity Partners
230
Cerity Partners
New York
$458K +$515K +24,258 New
WFA
231
Websterrogers Financial Advisors
South Carolina
$453K +$467 +22 +0.1%
CWR
232
Chico Wealth RIA
California
$453K +$509K +23,958 New
KOMWMG
233
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$448K +$87.9K +4,140 +21%
HL
234
HeadInvest LLC
Maine
$441K
SPIA
235
Steward Partners Investment Advisory
New York
$437K
NAS
236
Nicolet Advisory Services
Wisconsin
$432K -$16.7K -785 -3%
KWM
237
Kingsview Wealth Management
Oregon
$409K +$460K +21,656 New
KF
238
Krilogy Financial
Missouri
$405K +$488 +23 +0.1%
5L
239
55I LLC
Massachusetts
$399K -$473K -22,251 -51%
RA
240
Rise Advisors
New York
$398K +$5.01K +236 +1%
Stifel Financial
241
Stifel Financial
Missouri
$393K
FWP
242
Falcon Wealth Planning
California
$392K
SWM
243
Shakespeare Wealth Management
Wisconsin
$349K +$14K +657 +4%
S
244
SignatureFD
Georgia
$347K +$2.68K +126 +0.7%
SCM
245
Sterneck Capital Management
Missouri
$341K
3LCM
246
3D/L Capital Management
Connecticut
$338K +$18.3K +860 +5%
DI
247
Disciplined Investments
Oklahoma
$327K
MGIA
248
Moneta Group Investment Advisors
Missouri
$323K -$27.1K -1,278 -7%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$311K +$5.73K +270 +2%
OCM
250
Orion Capital Management
California
$301K +$222K +10,446 +190%