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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
426
Safeguard Financial
Wisconsin
$549K +$311K +7,321 +120%
CFFP
427
Center for Financial Planning
Michigan
$541K
AFA
428
American Financial Advisors
Georgia
$540K +$1.15K +27 +0.2%
Franklin Resources
429
Franklin Resources
California
$539K +$2.38K +56 +0.4%
RF
430
Robinswood Financial
Washington
$536K +$85 +2 +0%
Empower Advisory Group
431
Empower Advisory Group
Colorado
$528K +$59.8K +1,410 +12%
LWM
432
Liberty Wealth Management
California
$525K +$18.7K +440 +4%
VWA
433
VERITY Wealth Advisors
United States
$523K
MA
434
McGrath & Associates
North Carolina
$511K +$530K +12,480 New
CWM
435
Castle Wealth Management
Florida
$502K
RF
436
Rossby Financial
Florida
$488K +$507K +11,937 New
KC
437
Kades & Cheifetz
Pennsylvania
$484K +$90.9K +2,142 +22%
MAS
438
MPWM Advisory Solutions
Georgia
$479K +$497K +11,703 New
KWAG
439
Kiely Wealth Advisory Group
North Carolina
$476K +$178K +4,185 +60%
QCIG
440
Quad-Cities Investment Group
Iowa
$467K +$2.04K +48 +0.4%
HCM
441
Hollencrest Capital Management
California
$464K
NGA
442
Naples Global Advisors
Florida
$463K
WSFS
443
Wilmington Savings Fund Society
Delaware
$463K
NP
444
NorthRock Partners
Minnesota
$462K
FWM
445
Fortress Wealth Management
California
$461K +$722 +17 +0.2%
BPWM
446
Badgley Phelps Wealth Managers
Washington
$458K -$13.1K -308 -3%
CHJWM
447
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K
LW
448
Lauer Wealth
Indiana
$456K +$21.2K +500 +5%
XPN
449
XY Planning Network
Montana
$455K +$472K +11,112 New
EWA
450
Elevate Wealth Advisory
Georgia
$453K -$19.2K -452 -4%