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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HFG Wealth Management
Texas
$291K -$155K -3,704 -34%
VT
127
Vise Technologies
New York
$266K -$91.1K -2,175 -25%
UBS Group
128
UBS Group
Switzerland
$256K +$67K +1,600 +35%
Betterment LLC
129
Betterment LLC
New York
$255K -$4.61K -110 -2%
FFG
130
First Financial Group
North Carolina
$240K -$55.8K -1,332 -19%
Stifel Financial
131
Stifel Financial
Missouri
$219K -$5.44K -130 -2%
SF
132
SageOak Financial
Oklahoma
$213K -$11.1K -264 -5%
HighTower Advisors
133
HighTower Advisors
Illinois
$203K
BGWM
134
Bridge Generations Wealth Management
Florida
$201K +$204K +4,878 New
CWP
135
Concord Wealth Partners
Virginia
$180K +$183K +4,373 New
EWA
136
EP Wealth Advisors
California
$177K +$180K +4,294 New
UBS AM
137
UBS AM
Illinois
$175K
IAAG
138
Innovative Asset Advisors Group
Connecticut
$165K -$19.4K -463 -10%
HI
139
Harbour Investments
Wisconsin
$143K +$10.8K +259 +8%
NRG
140
Nemes Rush Group
Michigan
$134K -$15.4K -368 -10%
PFM
141
Phillips Financial Management
Indiana
$107K
EWA
142
Elevate Wealth Advisory
Georgia
$99.1K
GWM
143
Geneos Wealth Management
Colorado
$85.4K
MPW
144
MASECO Private Wealth
$77K
LG
145
LAM Group
Oregon
$62.5K +$4.82K +115 +8%
IA
146
IFG Advisory
Georgia
$57.2K +$963 +23 +2%
WTA
147
Washington Trust Advisors
Massachusetts
$55K +$1.05K +25 +2%
Morgan Stanley
148
Morgan Stanley
New York
$54.2K -$1.21K -29 -2%
JP Morgan Chase
149
JP Morgan Chase
New York
$53.9K -$3.94K -94 -7%
CA
150
Crewe Advisors
Utah
$39K