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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
276
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$721K +$45.6K +1,371 +7%
MWC
277
MBM Wealth Consultants
Missouri
$713K – – –
W
278
WealthOne
New York
$713K +$1.03K +31 +0.1%
Renaissance Technologies
279
Renaissance Technologies
New York
$696K -$79.8K -2,400 -10%
KeyBank National Association
280
KeyBank National Association
Ohio
$686K – – –
PAG
281
Private Advisor Group
New Jersey
$686K +$40.4K +1,216 +4%
Bessemer Group
282
Bessemer Group
New Jersey
$686K +$293K +8,830 +76%
IWM
283
IHT Wealth Management
Illinois
$681K -$19.1K -575 -3%
FC
284
Family CFO
California
$670K +$314K +9,456 +90%
RSWM
285
Robertson Stephens Wealth Management
California
$660K – – –
B
286
Bailard
California
$659K – – –
SVWAG
287
Sound View Wealth Advisors Group
Georgia
$639K +$571K +17,170 New
ANB
288
Amarillo National Bank
Texas
$639K – – –
PMFA
289
Plante Moran Financial Advisors
Michigan
$636K – – –
RCAG
290
Rehmann Capital Advisory Group
Michigan
$634K +$340K +10,230 +118%
AFAS
291
Acorn Financial Advisory Services
Virginia
$617K -$155K -4,665 -20%
RTL
292
Red Tortoise LLC
Georgia
$616K +$611K +18,394 New
FWP
293
Falcon Wealth Planning
California
$603K +$6.75K +203 +1%
DWA
294
Delap Wealth Advisory
Oregon
$600K +$596K +17,921 New
APP
295
Avantax Planning Partners
Iowa
$598K – – –
PWLP
296
Prio Wealth Limited Partnership
Massachusetts
$596K – – –
USCWA
297
U.S. Capital Wealth Advisors
Texas
$594K – – –
NFP
298
Narus Financial Partners
Utah
$593K +$2.92K +88 +0.5%
WFA
299
WestHill Financial Advisors
California
$589K +$31.2K +939 +6%
CCMG
300
Clark Capital Management Group
Pennsylvania
$586K +$582K +17,507 New