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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Curi Wealth Management
North Carolina
$519K -$393K -11,207 -42%
CIA
327
Capital Investment Advisors
Georgia
$505K
CG
328
Caprock Group
Idaho
$502K -$209K -5,972 -29%
IA
329
IFG Advisors
Missouri
$499K +$48.3K +1,378 +10%
CWM
330
Castle Wealth Management
Florida
$491K -$11.6K -330 -2%
G
331
GenTrust
Florida
$491K
CB
332
Cadence Bank
Mississippi
$490K
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$489K +$3.57K +102 +0.7%
OFG
334
Oxford Financial Group
Indiana
$488K
Baird Financial Group
335
Baird Financial Group
Wisconsin
$480K -$54.5K -1,555 -10%
BWM
336
Baystate Wealth Management
Massachusetts
$480K +$480K +13,701 +3,434%
CTC
337
Central Trust Company
Missouri
$479K
NA
338
NewEdge Advisors
Louisiana
$479K +$65.3K +1,864 +15%
FWA
339
FSM Wealth Advisors
Ohio
$472K -$14K -401 -3%
CFO
340
Collective Family Office
Pennsylvania
$472K
WA
341
Waverly Advisors
Alabama
$469K +$2.45K +70 +0.5%
FWTB
342
First Western Trust Bank
Colorado
$457K -$17.7K -506 -4%
SPIA
343
Steward Partners Investment Advisory
New York
$450K +$352K +10,035 +314%
CFFP
344
Center for Financial Planning
Michigan
$450K
RF
345
Robinswood Financial
Washington
$445K +$105 +3 +0%
AFA
346
American Financial Advisors
Georgia
$445K -$876 -25 -0.2%
Franklin Resources
347
Franklin Resources
California
$439K +$2.31K +66 +0.5%
VWA
348
VERITY Wealth Advisors
United States
$435K
Susquehanna International Group
349
Susquehanna International Group
Pennsylvania
$423K -$214K -6,117 -33%
KCM
350
KM Capital Management
Texas
$421K -$241K -6,876 -36%