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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Vestment Financial
Minnesota
$15.5M +$1.74M +35,938 +13%
YWM
27
Yardley Wealth Management
Pennsylvania
$15.4M +$878K +18,126 +6%
SC
28
Savant Capital
Illinois
$14.9M -$10.3M -212,839 -41%
WAG
29
Wheelhouse Advisory Group
Missouri
$13.3M +$2.43M +50,119 +22%
SCA
30
Strathmore Capital Advisors
North Carolina
$13.1M -$882K -18,199 -6%
RCA
31
Resonant Capital Advisors
Wisconsin
$13M -$766K -15,815 -6%
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$11.9M +$2.35M +48,572 +24%
DWM
33
Dopkins Wealth Management
New York
$11.5M +$997K +20,573 +9%
AF
34
Allworth Financial
California
$10.9M +$4.71M +97,262 +75%
E
35
EntreWealth
Texas
$10.2M +$527K +10,883 +5%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$10M -$6.62M -136,578 -40%
2L
37
25 LLC
Missouri
$9.97M +$265K +5,462 +3%
CIM
38
Confluence Investment Management
Missouri
$9.84M -$202K -4,161 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$9.81M +$680K +14,037 +7%
VFP
40
Vested Financial Planning
California
$9.71M -$82.4K -1,701 -0.8%
WFA
41
West Financial Advisors
Iowa
$9.68M +$586K +12,103 +6%
CC
42
Citrine Capital
California
$9.24M +$1.28M +26,346 +16%
CIA
43
Concurrent Investment Advisors
Florida
$9.21M +$9.31M +192,157 New
GWMT
44
Guardian Wealth Management (Tennessee)
Tennessee
$8.96M +$1.87M +38,488 +26%
PL
45
Plancorp LLC
Missouri
$8.49M +$36.5K +753 +0.4%
PWIA
46
Porter White Investment Advisors
Alabama
$8.15M +$50.4K +1,040 +0.6%
OFI
47
Outbound Financial Inc
Colorado
$8.05M +$419K +8,646 +5%
RIM
48
RW Investment Management
Idaho
$7.95M +$8.04M +165,862 New
CFGF
49
Compass Financial Group (Florida)
Florida
$7.93M -$50.8K -1,048 -0.6%
OCA
50
Optimus Capital Advisors
Texas
$7.25M +$40.8K +842 +0.6%