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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
26
Maryland Capital Advisors
Maryland
$8.63M -$285K -6,035 -3%
WFA
27
West Financial Advisors
Iowa
$8.08M -$95.9K -2,030 -1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$6.1M +$149K +3,161 +3%
SC
29
Savant Capital
Illinois
$6.08M -$2.37M -50,223 -29%
PCA
30
Prosperity Capital Advisors
Ohio
$5.14M +$5.01M +106,058 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$4.87M +$699K +14,792 +17%
Stifel Financial
32
Stifel Financial
Missouri
$4.86M -$146K -3,100 -3%
LFGO
33
Legacy Financial Group (Oklahoma)
Oklahoma
$4.73M -$1.03M -21,852 -18%
WFAG
34
Wescott Financial Advisory Group
Pennsylvania
$4.53M -$590K -12,485 -12%
FG
35
Foster Group
Iowa
$4.5M
PWIA
36
Porter White Investment Advisors
Alabama
$4.44M -$1.64M -34,772 -28%
RIM
37
RW Investment Management
Idaho
$4.44M -$329K -6,966 -7%
MWM
38
Modera Wealth Management
New Jersey
$4.01M +$168K +3,560 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.89M +$351K +7,437 +10%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$3.86M +$1.98M +41,891 +111%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$3.81M -$1.12M -23,753 -23%
WA
42
Waverly Advisors
Alabama
$3.78M -$42.5K -899 -1%
GAM
43
GEM Asset Management
Michigan
$3.71M +$1.11M +23,453 +44%
CWM
44
Core Wealth Management
Florida
$3.69M -$674K -14,261 -16%
AIS
45
American Investment Services
Massachusetts
$3.65M +$481K +10,182 +16%
AF
46
Allworth Financial
California
$3.54M +$3.02M +63,980 +704%
VFP
47
Verus Financial Partners
Virginia
$3.54M +$170K +3,603 +5%
EAM
48
Evanson Asset Management
California
$3.51M +$1.39M +29,510 +69%
JP Morgan Chase
49
JP Morgan Chase
New York
$3.49M +$3.02M +63,906 +798%
FA
50
FF Advisors
California
$3.48M +$3.39M +71,775 New