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Dimensional Inflation-Protected Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
126
Raymond James Financial
Florida
$258K +$259K +6,180 New
I
127
INVST
Indiana
$240K +$241K +5,745 New
VP
128
Verisail Partners
Georgia
$230K +$7.58K +181 +3%
Stifel Financial
129
Stifel Financial
Missouri
$227K
SF
130
SageOak Financial
Oklahoma
$227K +$2.72K +65 +1%
BJL
131
Brighton Jones LLC
Washington
$216K +$217K +5,176 New
HighTower Advisors
132
HighTower Advisors
Illinois
$206K +$206K +4,926 New
BFG
133
Berger Financial Group
Minnesota
$201K +$202K +4,817 New
UBS Group
134
UBS Group
Switzerland
$192K +$193K +4,612 New
IAAG
135
Innovative Asset Advisors Group
Connecticut
$186K +$186K +4,452 New
UBS AM
136
UBS AM
Illinois
$177K +$178K +4,252 New
NRG
137
Nemes Rush Group
Michigan
$151K
HI
138
Harbour Investments
Wisconsin
$134K +$96.3K +2,299 +255%
PFM
139
Phillips Financial Management
Indiana
$109K
EWA
140
Elevate Wealth Advisory
Georgia
$100K
GWM
141
Geneos Wealth Management
Colorado
$86.4K
MPW
142
MASECO Private Wealth
$77.9K
LG
143
LAM Group
Oregon
$58.4K +$58.6K +1,400 New
JP Morgan Chase
144
JP Morgan Chase
New York
$58.2K -$237K -5,651 -80%
IA
145
IFG Advisory
Georgia
$56.9K +$57.1K +1,364 New
Morgan Stanley
146
Morgan Stanley
New York
$56K
WTA
147
Washington Trust Advisors
Massachusetts
$54.5K
TCM
148
Tradewinds Capital Management
Washington
$53.9K
NA
149
NewEdge Advisors
Louisiana
$45.7K +$5.86K +140 +15%
CA
150
Crewe Advisors
Utah
$39.4K