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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
476
Oppenheimer & Co
New York
$424K
TCM
477
Towneley Capital Management
California
$422K +$1.89K +47 +0.5%
FWTB
478
First Western Trust Bank
Colorado
$421K -$17.2K -428 -4%
SFS
479
Strategic Financial Services
New York
$418K -$2.69K -67 -0.7%
SW
480
SteelPeak Wealth
California
$408K
MGWA
481
Monument Group Wealth Advisors
Massachusetts
$408K +$40 +1 +0%
AI
482
Accredited Investors
Minnesota
$407K -$522 -13 -0.1%
NPAN
483
Northeast Planning Associates NH
New Hampshire
$404K
PCA
484
Prosperity Capital Advisors
Ohio
$401K -$43.4K -1,081 -10%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$400K
GI
486
Gradient Investments
Minnesota
$399K
DWM
487
Destination Wealth Management
California
$397K +$377K +9,388 New
CAM
488
Cozad Asset Management
Illinois
$396K
AFA
489
Avant Financial Advisors
Texas
$396K
RA
490
RFG Advisory
Alabama
$393K +$1.61K +40 +0.4%
AFAS
491
Acorn Financial Advisory Services
Virginia
$391K -$25.8K -642 -6%
MKW
492
Mullaney, Keating & Wright
Connecticut
$389K
AC
493
Avestar Capital
New York
$387K
4WM
494
49 Wealth Management
Texas
$381K
SAM
495
Summit Asset Management
Tennessee
$381K +$1.69K +42 +0.5%
LOPW
496
Live Oak Private Wealth
North Carolina
$379K
RCM
497
RB Capital Management
Nevada
$375K +$20.8K +517 +6%
IF
498
Ironwood Financial
Arizona
$374K
GA
499
Goldstein Advisors
Wisconsin
$373K
Citadel Advisors
500
Citadel Advisors
Florida
$372K +$241 +6 +0.1%