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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$584K -$306K -6,382 -34%
PPW
27
Parcion Private Wealth
Washington
$578K
FWP
28
Firethorn Wealth Partners
Georgia
$574K +$174K +3,637 +45%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$567K +$566K +11,800 New
BAM
30
Baldrige Asset Management
Pennsylvania
$539K +$431K +8,992 +406%
AC
31
Avestar Capital
New York
$516K +$515K +10,744 New
SC
32
Shearwater Capital
Colorado
$508K +$105K +2,190 +26%
AIS
33
American Investment Services
Massachusetts
$471K +$470K +9,800 New
FTUS
34
Flow Traders U.S.
New York
$464K +$463K +9,652 New
QA
35
Quantitative Advantage
Minnesota
$457K -$59.8K -1,247 -12%
FSG
36
Financial Strategies Group
Michigan
$440K +$439K +9,162 New
KAS
37
Kestra Advisory Services
Texas
$424K +$480 +10 +0.1%
RHBC
38
R.H. Bluestein & Co
Michigan
$423K +$422K +8,795 New
EIA
39
Eldridge Investment Advisors
New Hampshire
$421K +$420K +8,760 New
LWAC
40
Laurel Wealth Advisors (California)
California
$381K +$815 +17 +0.2%
Osaic Holdings
41
Osaic Holdings
Arizona
$367K +$278K +5,790 +313%
DAS
42
Dynamic Advisor Solutions
Arizona
$317K +$317K +6,601 New
TFA
43
Triad Financial Advisors
North Carolina
$267K -$93.3K -1,945 -26%
IA
44
IFP Advisors
Florida
$253K
DFC
45
DBK Financial Counsel
Ohio
$245K +$245K +5,100 New
SWM
46
Seaside Wealth Management
California
$243K +$239K +4,983 New
SWA
47
Sax Wealth Advisors
New Jersey
$228K +$228K +4,749 New
SIG
48
Spinnaker Investment Group
California
$227K +$226K +4,722 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$226K +$225K +4,697 New
BEW
50
Burton Enright Welch
California
$211K -$1.06M -22,122 -83%