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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
AE Wealth Management
Kansas
$598K +$28.2K +701 +5%
SPA
427
Shore Point Advisors
New Jersey
$593K +$11.6K +289 +2%
MWA
428
Midland Wealth Advisors
Illinois
$591K -$3.17K -79 -0.6%
CFO
429
Collective Family Office
Pennsylvania
$586K – – –
RF
430
Rossby Financial
Florida
$582K +$602 +15 +0.1%
FWA
431
FSM Wealth Advisors
Ohio
$580K +$321 +8 +0.1%
PWM
432
Perigon Wealth Management
California
$575K +$17.3K +430 +3%
CB
433
Cadence Bank
Mississippi
$573K -$9.84K -245 -2%
CAMG
434
CWA Asset Management Group
Florida
$571K – – –
MFIM
435
Mesirow Financial Investment Management
Illinois
$567K +$539K +13,415 New
Franklin Resources
436
Franklin Resources
California
$562K +$2.49K +62 +0.5%
CFFP
437
Center for Financial Planning
Michigan
$559K – – –
QCM
438
QRG Capital Management
Illinois
$555K -$46.3K -1,152 -8%
RF
439
Robinswood Financial
Washington
$554K +$120 +3 +0%
CWM
440
Congress Wealth Management
Massachusetts
$543K +$17.6K +437 +4%
OC
441
Oakworth Capital
Alabama
$542K +$130K +3,240 +34%
VWA
442
VERITY Wealth Advisors
United States
$540K – – –
CAI
443
Capital Advisors Inc
Oklahoma
$534K – – –
TFA
444
TPG Financial Advisors
Oregon
$531K -$87.6K -2,182 -15%
MA
445
McGrath & Associates
North Carolina
$528K – – –
PTC
446
Private Trust Company
Ohio
$522K -$124K -3,079 -20%
Empower Advisory Group
447
Empower Advisory Group
Colorado
$514K – – –
AFA
448
American Financial Advisors
Georgia
$511K -$45.7K -1,139 -9%
BCM
449
Basso Capital Management
Connecticut
$499K -$201K -5,000 -30%
MAS
450
MPWM Advisory Solutions
Georgia
$493K -$964 -24 -0.2%