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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
576
Sound Income Strategies
Florida
$309K +$308K +8,384 New
MWM
577
Modern Wealth Management
Kansas
$306K +$7.9K +215 +3%
OC
578
Optima Capital
Oregon
$304K +$3.12K +85 +1%
CCM
579
Coldstream Capital Management
Washington
$303K +$7.16K +195 +2%
FWP
580
Forefront Wealth Partners
Texas
$302K +$302K +8,211 New
TPI
581
Trust Point Inc
Wisconsin
$299K -$125K -3,410 -30%
OPWM
582
Oakwell Private Wealth Management
Texas
$294K
FWM
583
FFT Wealth Management
Pennsylvania
$293K
EWM
584
Empirical Wealth Management
Washington
$291K -$83.7K -2,279 -22%
PVI
585
Pine Valley Investments
New Jersey
$290K
ACA
586
Affinity Capital Advisors
California
$288K
SCM
587
SCS Capital Management
Massachusetts
$285K -$276K -7,502 -49%
TCIIS
588
TIAA-CREF Individual & Institutional Services
New York
$285K
PA
589
Planning Alternatives
Michigan
$284K +$283K +7,713 New
BF
590
BOK Financial
Oklahoma
$284K +$121K +3,285 +74%
AW
591
Atlas Wealth
Ohio
$281K
PFPG
592
Pinnacle Financial Partners (Georgia)
Georgia
$280K +$280K +7,610 New
CWA
593
Canvas Wealth Advisors
Kansas
$278K
AWE
594
Avidian Wealth Enterprises
Texas
$278K +$1.4K +38 +0.5%
HI
595
Harbour Investments
Wisconsin
$274K
ASN
596
Advisory Services Network
Georgia
$273K +$75.4K +2,052 +38%
CPCP
597
Cedar Point Capital Partners
Iowa
$273K
MAMG
598
Milestone Asset Management Group
Connecticut
$271K -$38.2K -1,041 -12%
AWA
599
Arbor Wealth Advisors
Michigan
$268K
AF
600
Advisornet Financial
Minnesota
$264K +$33.8K +919 +15%