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Dimensional Emerging Markets Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
276
Glassman Wealth Services
Virginia
$21.1K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$20K +$5.91K +250 +45%
WP
278
WealthShield Partners
North Carolina
$17.2K – – –
PFBT
279
Parkside Financial Bank & Trust
Missouri
$13.4K -$120K -5,059 -90%
AWM
280
Able Wealth Management
New Jersey
$8.94K +$8.47K +358 New
BWM
281
Baystate Wealth Management
Massachusetts
$8.55K +$8.09K +342 New
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$8.14K – – –
AP
283
Aspect Partners
Virginia
$6.69K +$6.34K +268 New
GTAM
284
Global Trust Asset Management
Florida
$3.99K – – –
OIA
285
Optimum Investment Advisors
Illinois
$3K +$2.84K +120 New
EWA
286
Elevate Wealth Advisory
Georgia
$849 +$804 +34 New
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
– -$7.95M -341,142 Closed
AC
288
Avestar Capital
New York
– -$5.55M -238,046 Closed
CA
289
CGN Advisors
Kansas
– -$4.24M -181,971 Closed
Baird Financial Group
290
Baird Financial Group
Wisconsin
– -$271K -11,621 Closed
MSFS
291
Main Street Financial Solutions
Pennsylvania
– -$224K -9,600 Closed
SWM
292
Soundmark Wealth Management
Washington
– -$200K -8,580 Closed
US Bancorp
293
US Bancorp
Minnesota
– -$37.4K -1,603 Closed
FWM
294
Focused Wealth Management
New York
– -$8.65K -371 Closed
EWM
295
Evermay Wealth Management
Virginia
– -$4.13K -177 Closed