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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
226
Physician Wealth Solutions
Nevada
$270K – – –
IWS
227
Integrity Wealth Solutions
Colorado
$264K +$4.48K +99 +2%
KCA
228
Kilner Capital Advisors
Maryland
$263K – – –
TFM
229
Trademark Financial Management
Minnesota
$261K – – –
WTA
230
Washington Trust Advisors
Massachusetts
$257K +$588 +13 +0.2%
CW
231
Curio Wealth
Maryland
$251K +$543 +12 +0.2%
AQR Capital Management
232
AQR Capital Management
Connecticut
$243K +$236K +5,221 New
BIP Wealth
233
BIP Wealth
Georgia
$234K +$227K +5,015 New
CAM
234
Clarity Asset Management
Iowa
$229K -$6.11K -135 -3%
Citadel Advisors
235
Citadel Advisors
Florida
$228K +$221K +4,882 New
SWM
236
Sterling Wealth Management
Illinois
$227K +$220K +4,870 New
GAM
237
Gemmer Asset Management
California
$224K -$50.2K -1,109 -19%
SF
238
SageOak Financial
Oklahoma
$223K +$217K +4,792 New
BFC
239
Bedel Financial Consulting
Indiana
$222K +$216K +4,769 New
DFS
240
Dixon Fnancial Services
California
$221K +$215K +4,743 New
KCWM
241
Kane Co Wealth Management
Iowa
$219K +$213K +4,700 New
OWA
242
Oak Wealth Advisors
Illinois
$213K +$206K +4,560 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$210K -$814 -18 -0.4%
ODA
244
One Degree Advisors
California
$207K +$200K +4,423 New
PWM
245
Penobscot Wealth Management
Maine
$204K +$198K +4,375 New
MFG
246
Mission Financial Group
Nevada
$204K +$198K +4,368 New
HPA
247
High Probability Advisors
New York
$202K +$196K +4,325 New
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$194K -$3.85K -85 -2%
ACA
249
American Capital Advisory
Idaho
$170K – – –
LI
250
LRI Investments
Florida
$164K – – –