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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
51
Spinnaker Investment Group
California
$380K +$165K +3,435 +73%
LWAC
52
Laurel Wealth Advisors (California)
California
$371K +$1.44K +30 +0.4%
DAS
53
Dynamic Advisor Solutions
Arizona
$357K +$50.3K +1,046 +16%
RK
54
Rather & Kittrell
Tennessee
$356K +$367K +7,633 New
IA
55
IFP Advisors
Florida
$351K +$91.8K +1,909 +38%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$334K +$345K +7,161 New
US Bancorp
57
US Bancorp
Minnesota
$247K +$255K +5,298 New
DFC
58
DBK Financial Counsel
Ohio
$244K +$6.45K +134 +3%
SWM
59
Seaside Wealth Management
California
$233K +$1.06K +22 +0.4%
LNC
60
Lincoln National Corp
Pennsylvania
$209K +$216K +4,486 New
BEW
61
Burton Enright Welch
California
$204K -$1.3K -27 -0.6%
IWC
62
Integrated Wealth Concepts
Massachusetts
$202K -$17.5K -363 -8%
BCM
63
Blume Capital Management
California
$124K
DI
64
Disciplined Investments
Oklahoma
$115K +$89.5K +1,860 +306%
PP
65
PrairieView Partners
Minnesota
$87K
GTAM
66
Global Trust Asset Management
Florida
$47K
GRP
67
Global Retirement Partners
California
$41K -$1.64K -34 -4%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$29K +$30K +624 New
SIC
69
SJS Investment Consulting
Ohio
$20K +$20.7K +430 New
AFS
70
Annapolis Financial Services
Maryland
$15K +$15.1K +314 New
FSG
71
Financial Strategies Group
Michigan
-$440K -9,162 Closed
RHBC
72
R.H. Bluestein & Co
Michigan
-$423K -8,795 Closed
ACP
73
Aveo Capital Partners
Colorado
-$203K -4,216 Closed
SWM
74
SeaCrest Wealth Management
New York
-$139K -2,900 Closed
UBS Group
75
UBS Group
Switzerland
-$51K -1,068 Closed