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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$348K
MMA
102
Miracle Mile Advisors
California
$336K +$334K +7,945 New
GVAG
103
Great Valley Advisor Group
Delaware
$335K -$463 -11 -0.1%
LIA
104
Lynx Investment Advisory
District of Columbia
$331K +$2.99K +71 +0.9%
SHFA
105
SC&H Financial Advisors
Maryland
$331K +$2.78K +66 +0.8%
LCWP
106
Legacy Capital Wealth Partners
Arkansas
$314K +$14.4K +343 +5%
CMP
107
Coston McIsaac & Partners
Maine
$306K +$42K +998 +16%
Citigroup
108
Citigroup
New York
$294K +$20.4K +485 +7%
FFG
109
First Financial Group
North Carolina
$263K
CC
110
Copperleaf Capital
North Carolina
$261K +$260K +6,169 New
Jones Financial Companies
111
Jones Financial Companies
Missouri
$252K +$144K +3,416 +134%
TWCA
112
Two West Capital Advisors
Kansas
$248K -$27K -641 -10%
Betterment LLC
113
Betterment LLC
New York
$240K -$96.1K -2,284 -29%
SF
114
SageOak Financial
Oklahoma
$225K -$4.42K -105 -2%
VP
115
Verisail Partners
Georgia
$224K +$7.87K +187 +4%
Osaic Holdings
116
Osaic Holdings
Arizona
$219K +$7.11K +169 +3%
JP Morgan Chase
117
JP Morgan Chase
New York
$210K -$926 -22 -0.4%
BFG
118
Berger Financial Group
Minnesota
$210K +$3.07K +73 +1%
KAS
119
Kestra Advisory Services
Texas
$203K +$202K +4,798 New
MWM
120
Meritas Wealth Management
California
$202K
MOS
121
MGO One Seven
Ohio
$202K +$201K +4,787 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$181K +$17K +405 +10%
CCM
123
Cloud Capital Management
Washington
$161K +$161K +3,820 New
NRG
124
Nemes Rush Group
Michigan
$152K +$14.2K +338 +10%
BGWM
125
Bridge Generations Wealth Management
Florida
$146K -$6.73K -160 -4%