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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
Selective Wealth Management
Virginia
$277K +$259K +8,130 New
LRIA
552
Leonard Rickey Investment Advisors
Washington
$277K +$36.7K +1,152 +16%
OC
553
Optima Capital
Oregon
$267K +$1.37K +43 +0.5%
PTC
554
Private Trust Company
Ohio
$264K -$15.3K -479 -6%
MWM
555
Modern Wealth Management
Kansas
$264K -$7.43K -233 -3%
OPWM
556
Oakwell Private Wealth Management
Texas
$261K – – –
FWM
557
FFT Wealth Management
Pennsylvania
$261K – – –
PVI
558
Pine Valley Investments
New Jersey
$258K – – –
PWC
559
Pathfinder Wealth Consulting
North Carolina
$257K +$251K +7,862 New
CCM
560
Coldstream Capital Management
Washington
$257K +$250K +7,845 New
NFG
561
Northeast Financial Group
Pennsylvania
$255K – – –
ACA
562
Affinity Capital Advisors
California
$253K – – –
LCGC
563
Legacy Capital Group California
California
$252K +$245K +7,690 New
Lido Advisors
564
Lido Advisors
California
$251K – – –
RF
565
rebel Financial
Ohio
$251K +$245K +7,667 New
AW
566
Atlas Wealth
Ohio
$249K – – –
CWA
567
Canvas Wealth Advisors
Kansas
$247K – – –
VT
568
Vise Technologies
New York
$246K +$239K +7,504 New
CIA
569
Concurrent Investment Advisors
Florida
$243K – – –
CPCP
570
Cedar Point Capital Partners
Iowa
$243K – – –
BC
571
BDFS Capital
Delaware
$243K +$237K +7,416 New
PIA
572
Perennial Investment Advisors
California
$240K -$11.4K -356 -5%
AWA
573
Arbor Wealth Advisors
Michigan
$238K – – –
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$231K +$3.83K +120 +2%
BCM
575
Brookstone Capital Management
Illinois
$230K -$428K -13,404 -66%