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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$97.8K +$39.7K +840 +69%
FFA
227
Farther Finance Advisors
California
$97.8K -$473 -10 -0.5%
GWSG
228
GPS Wealth Strategies Group
Colorado
$94.9K -$80.6K -1,705 -46%
SIC
229
SJS Investment Consulting
Ohio
$92K +$9.26K +196 +11%
NRG
230
Nemes Rush Group
Michigan
$69.2K +$19.8K +420 +40%
GRP
231
Global Retirement Partners
California
$54.4K +$54.2K +1,147 New
CSB
232
City State Bank
Iowa
$49.2K
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$40K
PA
234
Parallel Advisors
California
$22.7K +$142 +3 +0.6%
MAS
235
MPWM Advisory Solutions
Georgia
$19.5K
AF
236
Advisornet Financial
Minnesota
$14.8K +$95 +2 +0.6%
AWM
237
AE Wealth Management
Kansas
$6.54K
SAM
238
Smartleaf Asset Management
Massachusetts
$5.4K +$5.39K +114 New
William Blair & Company
239
William Blair & Company
Illinois
$3.6K -$284 -6 -7%
RF
240
Rossby Financial
Florida
$3.32K -$47 -1 -1%
CIAS
241
Capital Investment Advisory Services
North Carolina
$2.28K
Jane Street
242
Jane Street
New York
-$2.11M -44,323 Closed
EC
243
Elequin Capital
New York
-$1.58M -33,207 Closed
WA
244
Wealthstream Advisors
New York
-$602K -12,647 Closed
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
-$409K -8,598 Closed
BPA
246
Beacon Pointe Advisors
California
-$364K -7,642 Closed
FCI
247
Financial Counselors Inc
Kansas
-$354K -7,439 Closed
FWP
248
Firethorn Wealth Partners
Georgia
-$325K -6,842 Closed
AWA
249
Acorn Wealth Advisors
Michigan
-$311K -6,545 Closed
AQR Capital Management
250
AQR Capital Management
Connecticut
-$275K -5,786 Closed