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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$550K -$22.7K -540 -4%
Franklin Resources
427
Franklin Resources
California
$545K +$2.23K +53 +0.4%
AFA
428
American Financial Advisors
Georgia
$545K +$1.09K +26 +0.2%
CFFP
429
Center for Financial Planning
Michigan
$545K – – –
PWM
430
Perigon Wealth Management
California
$543K -$886K -21,103 -62%
RF
431
Robinswood Financial
Washington
$540K +$126 +3 +0%
RF
432
Rossby Financial
Florida
$538K +$76.1K +1,813 +15%
VWA
433
VERITY Wealth Advisors
United States
$526K – – –
CAI
434
Capital Advisors Inc
Oklahoma
$520K +$198K +4,709 +59%
CWM
435
Congress Wealth Management
Massachusetts
$516K +$521K +12,417 New
MA
436
McGrath & Associates
North Carolina
$514K – – –
CWM
437
Castle Wealth Management
Florida
$506K – – –
Empower Advisory Group
438
Empower Advisory Group
Colorado
$501K -$31.8K -757 -6%
Susquehanna International Group
439
Susquehanna International Group
Pennsylvania
$499K -$290K -6,910 -36%
MAS
440
MPWM Advisory Solutions
Georgia
$481K -$1.22K -29 -0.2%
HCM
441
Hollencrest Capital Management
California
$467K – – –
NGA
442
Naples Global Advisors
Florida
$466K – – –
WSFS
443
Wilmington Savings Fund Society
Delaware
$466K – – –
NP
444
NorthRock Partners
Minnesota
$465K – – –
BPWM
445
Badgley Phelps Wealth Managers
Washington
$462K – – –
XPN
446
XY Planning Network
Montana
$458K – – –
EWA
447
Elevate Wealth Advisory
Georgia
$457K +$1.09K +26 +0.2%
KF
448
Krilogy Financial
Missouri
$455K +$420 +10 +0.1%
QCIG
449
Quad-Cities Investment Group
Iowa
$453K -$18.5K -441 -4%
AG
450
Ascent Group
Virginia
$447K – – –