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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
226
Integrity Wealth Solutions
Colorado
$229K +$2.55K +59 +1%
SLG
227
Sanchez Levi Garrett
$228K +$240K +5,555 New
WTA
228
Washington Trust Advisors
Massachusetts
$226K +$562 +13 +0.2%
PA
229
PW Advisors
Florida
$225K -$13.3K -307 -5%
CW
230
Curio Wealth
Maryland
$221K – – –
Morgan Stanley
231
Morgan Stanley
New York
$210K +$138K +3,186 +166%
CAM
232
Clarity Asset Management
Iowa
$207K +$218K +5,049 New
RTL
233
Red Tortoise LLC
Georgia
$196K – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$186K -$8.47K -196 -4%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$175K – – –
ACA
236
American Capital Advisory
Idaho
$150K +$158K +3,656 New
LI
237
LRI Investments
Florida
$144K – – –
BAM
238
Bellevue Asset Management
Washington
$136K +$346 +8 +0.2%
TWM
239
Timmons Wealth Management
Massachusetts
$125K +$2.03K +47 +2%
Allworth Financial
240
Allworth Financial
California
$124K +$4.19K +97 +3%
BH
241
Burk Holdings
Oklahoma
$99.6K +$105K +2,424 New
IFP Advisors
242
IFP Advisors
Florida
$94.7K -$27.7K -641 -22%
RWM
243
Raffa Wealth Management
District of Columbia
$89.6K +$216 +5 +0.2%
MWA
244
Medallion Wealth Advisors
Connecticut
$72.4K – – –
CPA
245
Cardiff Park Advisors
California
$66.9K +$173 +4 +0.2%
CMBA
246
C.M. Bidwell & Associates
Hawaii
$61.6K – – –
PS
247
Pinney & Scofield
Massachusetts
$53.3K -$12.7K -293 -18%
RWM
248
Rialto Wealth Management
New York
$44.5K – – –
Larson Financial Group
249
Larson Financial Group
Missouri
$41.2K – – –
NSG
250
Nalls Sherbakoff Group
Tennessee
$38K – – –