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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Securities
126
Principal Securities
Iowa
$135K +$3.79K +90 +3%
PFM
127
Phillips Financial Management
Indiana
$110K – – –
Geneos Wealth Management
128
Geneos Wealth Management
Colorado
$87.4K -$158K -3,750 -64%
Morgan Stanley
129
Morgan Stanley
New York
$83.9K -$18.6K -442 -18%
EWA
130
Elevate Wealth Advisory
Georgia
$82.5K – – –
MASECO Private Wealth
131
MASECO Private Wealth
$78.8K – – –
Wells Fargo
132
Wells Fargo
California
$60.5K -$8.17K -194 -12%
WTA
133
Washington Trust Advisors
Massachusetts
$54.4K +$54.2K +1,288 New
CWP
134
Concord Wealth Partners
Virginia
$50.2K -$101K -2,405 -67%
NewEdge Advisors
135
NewEdge Advisors
Louisiana
$40.1K +$2.27K +54 +6%
CA
136
Crewe Advisors
Utah
$39.9K – – –
IFP Advisors
137
IFP Advisors
Florida
$21.2K +$21K +500 +16,667%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
Smartleaf Asset Management
139
Smartleaf Asset Management
Massachusetts
$18.1K – – –
OCM
140
Orion Capital Management
California
$10.8K – – –
AE Wealth Management
141
AE Wealth Management
Kansas
$8.32K +$4.21K +100 +103%
Bank of America
142
Bank of America
North Carolina
$6.88K +$6.86K +163 New
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$6.8K -$1.14K -27 -14%
SA
144
Seneschal Advisors
Washington
$6.71K +$6.69K +159 New
Harbour Investments
145
Harbour Investments
Wisconsin
$5.11K +$4.21K +100 +476%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$721 +$716 +17 New
BH
147
Burk Holdings
Oklahoma
– -$653K -15,619 Closed
UBS Group
148
UBS Group
Switzerland
– -$584K -13,967 Closed
DWM
149
Drive Wealth Management
Utah
– -$266K -6,351 Closed
GTAM
150
Global Trust Asset Management
Florida
– -$121K -2,900 Closed