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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
226
Tarbox Family Office
California
$1.41M
BTWM
227
Baker Tilly Wealth Management
Wisconsin
$1.38M +$753 +22 +0.1%
GRP
228
Global Retirement Partners
California
$1.37M +$15.8K +462 +1%
LW
229
Lauer Wealth
Indiana
$1.34M +$1.37M +40,000 New
FWCM
230
Ferguson Wellman Capital Management
Oregon
$1.33M
EIA
231
Eldridge Investment Advisors
New Hampshire
$1.32M +$132K +3,845 +11%
SIC
232
SJS Investment Consulting
Ohio
$1.31M -$35.3K -1,032 -3%
FT
233
Fiduciary Trust
Massachusetts
$1.24M
KCPG
234
Kavar Capital Partners Group
Kansas
$1.2M +$5.55K +162 +0.5%
AWM
235
Apollon Wealth Management
South Carolina
$1.2M +$27.8K +811 +2%
MWPCG
236
Measured Wealth Private Client Group
New Hampshire
$1.18M -$68.4K -1,998 -5%
MW
237
Marcum Wealth
Ohio
$1.16M +$4.69K +137 +0.4%
BFA
238
Beacon Financial Advisory
Ohio
$1.14M +$625K +18,243 +116%
CAMG
239
CWA Asset Management Group
Florida
$1.13M +$46.1K +1,348 +4%
OPS
240
Orion Portfolio Solutions
Nebraska
$1.12M +$192K +5,620 +20%
BCI
241
Brinker Capital Investments
Pennsylvania
$1.12M +$1.15M +33,507 New
AFGAS
242
Allegiance Financial Group Advisory Services
Virginia
$1.12M +$959 +28 +0.1%
PAG
243
Private Advisor Group
New Jersey
$1.12M +$43.8K +1,279 +4%
IAN
244
Integrated Advisors Network
Texas
$1.07M -$190K -5,543 -15%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$1.06M -$371K -10,841 -25%
SOAG
246
Silver Oak Advisory Group
Oregon
$1.06M -$3.9K -114 -0.4%
CB
247
Commerce Bank
Missouri
$1.02M -$338K -9,873 -24%
FPCP
248
Fort Point Capital Partners
California
$999K
MFG
249
Merit Financial Group
Georgia
$996K +$34 +1 +0%
BMCM
250
Bryn Mawr Capital Management
Pennsylvania
$978K +$222K +6,491 +29%