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Dimensional Global Core Plus Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$440K -$18K -330 -4%
HP
127
Holistic Planning
Texas
$436K +$439K +8,076 New
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$433K -$501K -9,198 -53%
Fisher Asset Management
129
Fisher Asset Management
Washington
$405K +$408K +7,500 New
AWMM
130
Aegis Wealth Management (Maryland)
Maryland
$397K +$17.3K +317 +4%
FFG
131
First Financial Group
North Carolina
$395K +$398K +7,316 New
SAI
132
Savvy Advisors Inc
New York
$383K -$2.45K -45 -0.6%
JWM
133
Johnson Wealth Management
North Dakota
$361K +$5.99K +110 +2%
CCA
134
Clarity Capital Advisors
Florida
$356K – – –
WAU
135
Wellington-Altus USA
Manitoba, Canada
$325K +$325K +5,975 New
WRPWM
136
Werba Rubin Papier Wealth Management
California
$316K +$69.9K +1,285 +28%
VT
137
Vise Technologies
New York
$296K – – –
AWM
138
Accurate Wealth Management
Florida
$293K +$294K +5,401 New
AWP
139
Axis Wealth Partners
Rhode Island
$282K +$53.6K +985 +23%
CWP
140
Concord Wealth Partners
Virginia
$275K – – –
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$265K +$193K +3,547 +261%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$264K +$205K +3,773 +340%
SFP
143
SwitchPoint Financial Planning
Utah
$261K – – –
AIM
144
Advyzon Investment Management
Illinois
$250K +$7.89K +145 +3%
IA
145
IFG Advisory
Georgia
$242K +$244K +4,485 New
IFA
146
Index Fund Advisors
California
$241K – – –
EFG
147
Everest Financial Group
Minnesota
$239K +$241K +4,425 New
VFG
148
Victory Financial Group
Texas
$234K +$8.38K +154 +4%
BIG
149
Brooklyn Investment Group
New York
$228K -$52K -956 -18%
RCAG
150
Rehmann Capital Advisory Group
Michigan
$226K +$7.89K +145 +4%