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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
176
Sage Rhino Capital
California
$871K +$76.7K +2,938 +10%
QPWM
177
Quadrant Private Wealth Management
Pennsylvania
$859K -$5.64K -216 -0.7%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$844K
IWN
179
Independent Wealth Network
Iowa
$807K +$5.22K +200 +0.7%
IAG
180
Investmark Advisory Group
Connecticut
$804K +$805K +30,803 New
MA
181
Mutual Advisors
Nebraska
$796K +$203K +7,761 +34%
MWM
182
Mission Wealth Management
California
$774K +$774K +29,646 New
WFA
183
Wipfli Financial Advisors
Wisconsin
$773K -$416K -15,913 -35%
FWP
184
Firethorn Wealth Partners
Georgia
$759K +$759K +29,067 New
AG
185
Ascent Group
Virginia
$748K +$760K +29,087 New
PIFP
186
Partners in Financial Planning
Virginia
$747K -$17K -650 -2%
SC
187
Schubert & Co
Texas
$746K +$746K +28,578 New
NHC
188
Nicholas Hoffman & Company
Georgia
$738K
RSWM
189
Robertson Stephens Wealth Management
California
$736K
RW
190
RVW Wealth
California
$725K +$209 +8 +0%
NAS
191
Nicolet Advisory Services
Wisconsin
$724K +$5.22K +200 +0.7%
V
192
Veritable
Delaware
$714K +$39.8K +1,523 +6%
CA
193
CGN Advisors
Kansas
$703K -$17.7K -678 -2%
MGIA
194
Moneta Group Investment Advisors
Missouri
$702K +$3.84K +147 +0.5%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$699K -$78 -3 -0%
HL
196
HeadInvest LLC
Maine
$695K +$695K +26,621 New
KF
197
Krilogy Financial
Missouri
$690K +$496 +19 +0.1%
WW
198
Waterfront Wealth
Kansas
$684K +$684K +26,180 New
EWM
199
Evercore Wealth Management
New York
$661K
ASI
200
Advisory Services & Investments
Oregon
$658K +$38.2K +1,461 +6%