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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCP
251
Verus Capital Partners
Arizona
$294K +$8.1K +168 +3%
ATC
252
Argent Trust Co
Tennessee
$290K
EFP
253
Envision Financial Planning
Tennessee
$287K +$2.46K +51 +0.9%
IWM
254
IHT Wealth Management
Illinois
$280K +$279K +5,795 New
LFA
255
Level Financial Advisors
New York
$279K
CCMI
256
Creative Capital Management Investments
California
$277K -$71.1K -1,475 -20%
AF
257
Apollon Financial
South Carolina
$276K +$28.4K +589 +11%
KWM
258
KFG Wealth Management
Indiana
$264K +$1.21K +25 +0.5%
CAG
259
Csenge Advisory Group
Florida
$264K +$7.67K +159 +3%
VWM
260
Vigil Wealth Management
Florida
$257K +$256K +5,315 New
HA
261
Hanover Advisors
South Carolina
$255K
BFG
262
Birch Financial Group
New Hampshire
$248K +$248K +5,133 New
HNWA
263
Henrickson Nauta Wealth Advisors
Michigan
$229K +$229K +4,741 New
US Bancorp
264
US Bancorp
Minnesota
$221K
TW
265
Trajan Wealth
Arizona
$218K +$217K +4,505 New
Creative Planning
266
Creative Planning
Kansas
$215K +$214K +4,440 New
NWM
267
Navigoe Wealth Management
California
$208K
BA
268
Blueline Advisors
New Hampshire
$186K +$34.2K +710 +23%
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$172K +$28.8K +598 +20%
AIP
270
Ameritas Investment Partners
Nebraska
$162K +$1.16K +24 +0.7%
IAAG
271
Innovative Asset Advisors Group
Connecticut
$157K +$157K +3,258 New
MWA
272
Medallion Wealth Advisors
Connecticut
$125K +$3.57K +74 +3%
GRP
273
Global Retirement Partners
California
$104K +$104K +2,150 New
HI
274
Harbour Investments
Wisconsin
$89K
NRG
275
Nemes Rush Group
Michigan
$80.6K +$579 +12 +0.7%