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Dimensional Core Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$311K +$276K +6,702 New
KSWA
177
Kathleen S. Wright Associates
Pennsylvania
$307K
CWM
178
CIBC World Markets
New York
$305K +$312K +7,566 New
BEW
179
Burton Enright Welch
California
$303K +$92K +2,230 +42%
IA
180
IFP Advisors
Florida
$296K +$67.6K +1,640 +29%
MC
181
Matisse Capital
Oregon
$291K
RA
182
RFG Advisory
Alabama
$266K +$271K +6,577 New
CAM
183
Concorde Asset Management
Michigan
$254K -$5.4K -131 -2%
TFA
184
Tobias Financial Advisors
Florida
$240K
2L
185
25 LLC
Missouri
$225K +$14.6K +354 +7%
SW
186
Simplicity Wealth
New Jersey
$223K +$228K +5,528 New
GAM
187
Gemmer Asset Management
California
$210K +$214K +5,199 New
MA
188
Mutual Advisors
Nebraska
$208K
TIM
189
Tortoise Investment Management
New York
$202K +$7.59K +184 +4%
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$196K +$2.06K +50 +1%
CPA
191
Cardiff Park Advisors
California
$161K -$253K -6,130 -61%
GWM
192
Grand Wealth Management
Michigan
$149K +$152K +3,698 New
Morgan Stanley
193
Morgan Stanley
New York
$120K +$41.1K +997 +50%
CFGS
194
Concourse Financial Group Securities
Alabama
$104K
AGWCA
195
Annis Gardner Whiting Capital Advisors
Florida
$104K +$107K +2,584 New
AWM
196
Aspire Wealth Management
Massachusetts
$97.9K +$9.69K +235 +11%
Comerica Bank
197
Comerica Bank
Texas
$93.5K +$95.5K +2,315 New
PA
198
Parallel Advisors
California
$84.3K
CAS
199
Coppell Advisory Solutions
Texas
$71.9K -$24.2K -587 -25%
UBS Group
200
UBS Group
Switzerland
$67.9K +$69.4K +1,682 New