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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
476
Trifecta Capital Advisors
Illinois
$37.1K
RI
477
Ridgewood Investments
New Jersey
$36.9K
IRC
478
Investors Research Corp
Georgia
$32.9K
SFC
479
SYM Financial Corp
Indiana
$30.8K
AWM
480
Avior Wealth Management
Nebraska
$28K +$134 +4 +0.5%
SC
481
Steph & Co
Wisconsin
$26.6K -$29.6K -886 -53%
First Manhattan
482
First Manhattan
New York
$22.6K
FCA
483
FinTrust Capital Advisors
South Carolina
$22.4K
QCG
484
Quadrant Capital Group
Ohio
$19.9K -$2.07K -62 -10%
CAS
485
Coppell Advisory Solutions
Texas
$17.9K +$17.4K +522 New
CT
486
Cambridge Trust
Massachusetts
$17.2K +$16.6K +498 New
CIAS
487
Capital Investment Advisory Services
North Carolina
$16.5K +$8.29K +248 +108%
IWP
488
IAG Wealth Partners
Wisconsin
$15.7K
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$14.6K +$14.1K +422 New
BWM
490
Baystate Wealth Management
Massachusetts
$13.8K +$67 +2 +0.5%
OLVIG
491
Oliver Lagore Vanvalin Investment Group
Michigan
$3.35K +$3.24K +97 New
TFGT
492
TS Financial Group (TSFG)
Illinois
$3K +$33 +1 +1%
FGAM
493
Financial Gravity Asset Management
Texas
$16 +$15.4K +462 New
SWG
494
Summit Wealth Group
Vermont
-$4K -146,091 Closed
CFG
495
Citizens Financial Group
Rhode Island
-$3.89M -116,232 Closed
HSG
496
Helen Stephens Group
Texas
-$1.73M -51,766 Closed
CWS
497
Confluence Wealth Services
Pennsylvania
-$828K -24,734 Closed
Goldman Sachs
498
Goldman Sachs
New York
-$820K -24,492 Closed
IAIM
499
International Assets Investment Management
Florida
-$640K -23,859 Closed
SS
500
Simplicity Solutions
Minnesota
-$421K -12,561 Closed