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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
326
Silvia McColl Wealth Management
California
$468K +$465K +13,991 New
SPC
327
Sigma Planning Corp
Michigan
$467K +$131K +3,933 +39%
CFO
328
Collective Family Office
Pennsylvania
$464K – – –
CAM
329
Cozad Asset Management
Illinois
$457K +$189K +5,678 +71%
IA
330
IFG Advisors
Missouri
$456K -$12.7K -382 -3%
WA
331
Waverly Advisors
Alabama
$454K +$1.79K +54 +0.4%
CA
332
Clearstead Advisors
Ohio
$447K – – –
CFFP
333
Center for Financial Planning
Michigan
$442K – – –
BCA
334
Bay Colony Advisors
Massachusetts
$439K +$18.1K +544 +4%
AFA
335
American Financial Advisors
Georgia
$436K +$831 +25 +0.2%
LWM
336
LJI Wealth Management
Indiana
$428K +$425K +12,787 New
VWA
337
VERITY Wealth Advisors
United States
$428K – – –
Franklin Resources
338
Franklin Resources
California
$426K +$1.66K +50 +0.4%
CT
339
Colonial Trust
South Carolina
$425K +$3.19K +96 +0.8%
BAM
340
Baldrige Asset Management
Pennsylvania
$414K – – –
FWM
341
Fortress Wealth Management
California
$409K +$465 +14 +0.1%
DWT
342
Dorsey & Whitney Trust
South Dakota
$402K -$7.74K -233 -2%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$396K -$99.2K -2,986 -20%
BCM
344
Brookstone Capital Management
Illinois
$392K – – –
HCP
345
Holt Capital Partners
Texas
$382K – – –
HCM
346
Hollencrest Capital Management
California
$380K – – –
CA
347
Cetera Advisors
Colorado
$379K +$14.3K +429 +4%
RF
348
Resolute Financial
Massachusetts
$370K +$1.06K +32 +0.3%
NGA
349
Naples Global Advisors
Florida
$369K +$1.46K +44 +0.4%
CFO
350
CVA Family Office
Colorado
$366K +$1.46K +44 +0.4%