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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Vestment Financial
Minnesota
$17M +$1.52M +31,426 +10%
AssetMark Inc
27
AssetMark Inc
California
$16.9M +$868K +18,004 +5%
YWM
28
Yardley Wealth Management
Pennsylvania
$15.9M +$365K +7,572 +2%
WAG
29
Wheelhouse Advisory Group
Missouri
$15.4M +$2M +41,416 +15%
HighTower Advisors
30
HighTower Advisors
Illinois
$14M -$14.4M -299,255 -51%
RCA
31
Resonant Capital Advisors
Wisconsin
$13.6M +$504K +10,444 +4%
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$13.2M +$1.21M +25,188 +10%
SCA
33
Strathmore Capital Advisors
North Carolina
$12.2M -$738K -15,301 -6%
DWM
34
Dopkins Wealth Management
New York
$12M +$361K +7,481 +3%
VFP
35
Vested Financial Planning
California
$11.8M +$2.05M +42,456 +21%
AF
36
Allworth Financial
California
$11.5M +$478K +9,914 +4%
E
37
EntreWealth
Texas
$11.2M +$946K +19,621 +9%
Osaic Holdings
38
Osaic Holdings
Arizona
$11.1M +$8.14M +168,785 +273%
WFA
39
West Financial Advisors
Iowa
$10.4M +$662K +13,722 +7%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$191K +3,961 +2%
5NPW
41
55 North Private Wealth
Florida
$10.2M +$4.49M +93,013 +78%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.83M +$3.13M +64,856 +47%
PL
43
Plancorp LLC
Missouri
$9.74M +$1.25M +26,004 +15%
CC
44
Citrine Capital
California
$9.71M +$386K +8,009 +4%
GWMT
45
Guardian Wealth Management (Tennessee)
Tennessee
$9.57M +$537K +11,128 +6%
2L
46
25 LLC
Missouri
$9.45M -$610K -12,647 -6%
CIM
47
Confluence Investment Management
Missouri
$9.17M -$759K -15,734 -8%
OFI
48
Outbound Financial Inc
Colorado
$9.11M +$988K +20,480 +12%
VPWA
49
Vestia Personal Wealth Advisors
Indiana
$8.62M +$1.47M +30,466 +21%
PWIA
50
Porter White Investment Advisors
Alabama
$8.54M +$318K +6,596 +4%