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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$173K
HI
352
Harbour Investments
Wisconsin
$173K
CAS
353
Coppell Advisory Solutions
Texas
$160K +$14.5K +619 +9%
CSWM
354
Cassady Schiller Wealth Management
Ohio
$151K -$10K -429 -6%
CIAS
355
Capital Investment Advisory Services
North Carolina
$144K
SFG
356
Steward Financial Group
Texas
$139K
MJRIC
357
Mogy Joel R Investment Counsel
California
$123K -$32.7K -1,400 -20%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$122K
KSWA
359
Kathleen S. Wright Associates
Pennsylvania
$117K +$124K +5,300 +37,857%
Qube Research & Technologies (QRT)
360
Qube Research & Technologies (QRT)
United Kingdom
$114K +$24.5K +1,049 +26%
CSB
361
City State Bank
Iowa
$113K +$23.4K +1,000 +25%
FFA
362
Farther Finance Advisors
California
$110K
CWM
363
Cedar Wealth Management
California
$106K
AF
364
Advisornet Financial
Minnesota
$105K -$14K -600 -11%
BHWM
365
Beaird Harris Wealth Management
Texas
$104K
OCM
366
Orion Capital Management
California
$102K -$437K -18,669 -80%
PA
367
Parallel Advisors
California
$100K -$30.1K -1,287 -22%
CMP
368
Coston McIsaac & Partners
Maine
$100K +$795 +34 +0.8%
SIS
369
Sound Income Strategies
Florida
$96.3K +$100K +4,278 New
SPIA
370
Steward Partners Investment Advisory
New York
$92.2K +$95.7K +4,093 New
SL
371
Salomon & Ludwin
Virginia
$90.8K +$94.3K +4,034 New
HWA
372
Heritage Wealth Advisors
Virginia
$89.2K
PO
373
Private Ocean
California
$85.5K +$70 +3 +0.1%
TWM
374
Tradition Wealth Management
Minnesota
$85K +$819 +35 +0.9%
CSPIA
375
Cary Street Partners Investment Advisory
Virginia
$77.7K