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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
376
MB Generational Wealth
Washington
$228K -$5.01K -205 -2%
AAS
377
Avantax Advisory Services
Texas
$225K +$216K +8,840 New
IA
378
IFP Advisors
Florida
$224K -$56.5K -2,310 -21%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$222K -$53.2K -2,176 -20%
EP
380
Essential Planning
New Hampshire
$218K
AFS
381
Annapolis Financial Services
Maryland
$215K -$854K -34,925 -81%
WA
382
Waverly Advisors
Alabama
$214K +$220 +9 +0.1%
MW
383
Marcum Wealth
Ohio
$214K +$2.18K +89 +1%
AO
384
Advisor OS
Illinois
$213K +$205K +8,384 New
MA
385
MJP Associates
Connecticut
$213K +$205K +8,384 New
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$211K +$203K +8,300 New
SPP
387
Single Point Partners
Massachusetts
$208K
CC
388
Copperleaf Capital
North Carolina
$208K -$9.3K -380 -4%
AWA
389
Arbor Wealth Advisors
Michigan
$205K +$197K +8,047 New
MSFS
390
Main Street Financial Solutions
Pennsylvania
$204K +$196K +8,003 New
OPWM
391
Oakwell Private Wealth Management
Texas
$203K +$195K +7,981 New
GAM
392
Gemmer Asset Management
California
$203K -$91.2K -3,727 -32%
BCM
393
Brookstone Capital Management
Illinois
$202K +$194K +7,933 New
PIA
394
Perennial Investment Advisors
California
$202K +$194K +7,924 New
EWM
395
Empirical Wealth Management
Washington
$200K +$193K +7,878 New
SWM
396
Spire Wealth Management
Virginia
$196K
AF
397
Advisornet Financial
Minnesota
$179K +$35.5K +1,450 +26%
BF
398
BOK Financial
Oklahoma
$178K +$171K +6,991 New
CSWM
399
Cassady Schiller Wealth Management
Ohio
$171K
US Bancorp
400
US Bancorp
Minnesota
$163K +$157K +6,403 New