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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
476
OLIO Financial Planning
Virginia
$213K +$196K +5,698 New
NAM
477
NTV Asset Management
West Virginia
$212K +$196K +5,708 New
AC
478
AlphaCore Capital
California
$211K +$792 +23 +0.4%
RA
479
Rise Advisors
New York
$211K +$757 +22 +0.4%
MSWM
480
Mowery & Schoenfeld Wealth Management
Illinois
$211K +$195K +5,658 New
SFG
481
SevenBridge Financial Group
Pennsylvania
$209K +$194K +5,625 New
LSA
482
Lion Street Advisors
Texas
$208K +$193K +5,601 New
HI
483
Harbour Investments
Wisconsin
$206K -$124K -3,616 -40%
RP
484
Rowlandmiller & Partners
Georgia
$206K
MAM
485
Marquette Asset Management
Minnesota
$204K
UB
486
UMB Bank
Missouri
$204K
KCM
487
Kathmere Capital Management
Pennsylvania
$203K +$188K +5,455 New
JHCP
488
Jackson Hole Capital Partners
Oklahoma
$201K
KS
489
Karpas Strategies
Connecticut
$200K +$185K +5,375 New
Jones Financial Companies
490
Jones Financial Companies
Missouri
$185K +$53K +1,539 +45%
PCMC
491
Private Capital Management (Colorado)
Colorado
$181K +$1.1K +32 +0.7%
DFA
492
DHJJ Financial Advisors
Illinois
$175K
CFGS
493
Concourse Financial Group Securities
Alabama
$167K
GFP
494
Gryphon Financial Partners
Ohio
$152K +$141K +4,083 New
ASN
495
Advisory Services Network
Georgia
$152K +$140K +4,081 New
IA
496
IFP Advisors
Florida
$146K -$620 -18 -0.5%
WT
497
Whittier Trust
California
$141K +$207 +6 +0.2%
OA
498
Operose Advisors
Wisconsin
$123K
PB
499
Pinnacle Bancorp
Nebraska
$113K
PCFFS
500
Pacific Center for Financial Services
California
$106K