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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
76
Coston McIsaac & Partners
Maine
$162K +$159K +3,112 +6,483%
JWA
77
JFS Wealth Advisors
Pennsylvania
$159K
JP Morgan Chase
78
JP Morgan Chase
New York
$138K +$37.1K +725 +37%
PWM
79
Parkworth Wealth Management
California
$129K +$256 +5 +0.2%
OCM
80
Orion Capital Management
California
$119K -$20.2K -395 -15%
CPA
81
Cardiff Park Advisors
California
$95K +$205 +4 +0.2%
ME
82
McIlrath & Eck
Washington
$48.7K
EWA
83
Elevate Wealth Advisory
Georgia
$46.7K
EWP
84
Elevation Wealth Partners
California
$43.7K +$3.07K +60 +8%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$33.5K
GWSG
86
GPS Wealth Strategies Group
Colorado
$29K +$8.65K +169 +43%
RWM
87
Ruedi Wealth Management
Illinois
$28.9K
IA
88
IFP Advisors
Florida
$25.6K +$307 +6 +1%
SFC
89
SYM Financial Corp
Indiana
$15.4K
SPIA
90
Steward Partners Investment Advisory
New York
$10.3K
AF
91
Allworth Financial
California
$3.16K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K
RA
93
RFG Advisory
Alabama
-$12M -235,615 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$3.15M -61,802 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$1.81M -35,598 Closed
DWM
96
Diversify Wealth Management
Utah
-$847K -16,819 Closed
UBS Group
97
UBS Group
Switzerland
-$14.8K -290 Closed
TRCT
98
Tower Research Capital (TRC)
New York
-$3.77K -74 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
-$51 -1 Closed
Morgan Stanley
100
Morgan Stanley
New York
-$75 -1 Closed