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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
76
Foster Group
Iowa
$757K
CW
77
Curio Wealth
Maryland
$736K +$730K +17,554 +31,346%
NWM
78
Northwest Wealth Management
Iowa
$710K +$12.8K +307 +2%
BH
79
Burk Holdings
Oklahoma
$653K +$94.2K +2,267 +17%
LPL Financial
80
LPL Financial
California
$652K +$24.2K +582 +4%
AC
81
Applied Capital
Arkansas
$636K -$707 -17 -0.1%
VH
82
Visionary Horizons
Tennessee
$614K +$84.6K +2,036 +16%
FWP
83
Firethorn Wealth Partners
Georgia
$592K +$9.56K +230 +2%
UBS Group
84
UBS Group
Switzerland
$584K +$581K +13,967 New
MWM
85
Modera Wealth Management
New Jersey
$537K
APC
86
Aspire Private Capital
North Carolina
$508K +$49.3K +1,186 +11%
HWM
87
HFG Wealth Management
Texas
$460K +$10.2K +245 +2%
RFP
88
Root Financial Partners
California
$459K -$693K -16,681 -60%
NA
89
Note Advisors
New York
$429K -$14.9K -359 -3%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$405K +$403K +9,692 New
SA
91
Stewardship Advisors
Pennsylvania
$402K -$10.1K -242 -2%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$393K +$9.89K +238 +3%
SWA
93
Sax Wealth Advisors
New Jersey
$345K +$118K +2,850 +53%
Betterment LLC
94
Betterment LLC
New York
$333K -$24.6K -593 -7%
GVAG
95
Great Valley Advisor Group
Delaware
$332K -$477K -11,475 -59%
SHFA
96
SC&H Financial Advisors
Maryland
$325K +$3.57K +86 +1%
LIA
97
Lynx Investment Advisory
District of Columbia
$325K +$3.41K +82 +1%
BWM
98
Blossom Wealth Management
California
$324K +$36K +867 +13%
LCWP
99
Legacy Capital Wealth Partners
Arkansas
$297K +$295K +7,102 New
Truist Financial
100
Truist Financial
North Carolina
$292K +$4.41K +106 +2%