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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BB
251
Busey Bank
Illinois
$639K – – –
W
252
WealthOne
New York
$630K +$1.33K +41 +0.2%
MSWMA
253
Market Street Wealth Management Advisors
Indiana
$623K +$684K +21,026 New
IWM
254
IHT Wealth Management
Illinois
$619K +$24.4K +750 +4%
KeyBank National Association
255
KeyBank National Association
Ohio
$607K – – –
WWM
256
Western Wealth Management
Colorado
$602K +$661K +20,314 New
CCWA
257
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$597K +$2.02K +62 +0.3%
B
258
Bailard
California
$583K – – –
RSWM
259
Robertson Stephens Wealth Management
California
$583K – – –
BJL
260
Brighton Jones LLC
Washington
$578K -$732K -22,519 -54%
ANB
261
Amarillo National Bank
Texas
$565K – – –
PMFA
262
Plante Moran Financial Advisors
Michigan
$563K – – –
MA
263
MUFG Americas
New York
$556K -$66.5K -2,045 -10%
AWM
264
AE Wealth Management
Kansas
$536K -$94.2K -2,898 -14%
VFP
265
Verus Financial Partners
Virginia
$532K +$281K +8,654 +107%
APP
266
Avantax Planning Partners
Iowa
$529K – – –
FWP
267
Falcon Wealth Planning
California
$527K – – –
PWLP
268
Prio Wealth Limited Partnership
Massachusetts
$527K – – –
USCWA
269
U.S. Capital Wealth Advisors
Texas
$526K – – –
NFP
270
Narus Financial Partners
Utah
$522K +$65.8K +2,025 +13%
KFI
271
Key Financial Inc
Pennsylvania
$514K – – –
TB
272
Treynor Bancshares
Iowa
$512K – – –
DWM
273
Dakota Wealth Management
Florida
$504K – – –
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$503K +$25.9K +796 +5%
RK
275
Rather & Kittrell
Tennessee
$501K – – –