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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$5.03M +$4.03M +84,741 +421%
SWM
52
Sentinel Wealth Management
Virginia
$4.93M -$201K -4,226 -4%
FWM
53
Forza Wealth Management
Florida
$4.76M +$438K +9,200 +10%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$4.5M -$36.3K -763 -0.8%
VFP
55
Verus Financial Partners
Virginia
$4.36M -$149K -3,141 -3%
JWM
56
Johnson Wealth Management
North Dakota
$4.13M +$4.1M +86,104 New
BWM
57
BCO Wealth Management
New Mexico
$4.08M +$557K +11,712 +16%
WTA
58
Washington Trust Advisors
Massachusetts
$3.91M +$3.88M +81,477 New
AF
59
Allworth Financial
California
$3.9M +$941K +19,795 +32%
WFAG
60
Wescott Financial Advisory Group
Pennsylvania
$3.8M +$2K +42 +0.1%
Goldman Sachs
61
Goldman Sachs
New York
$3.78M +$3.75M +78,860 New
Stifel Financial
62
Stifel Financial
Missouri
$3.75M -$67.1K -1,411 -2%
VWM
63
Vermillion Wealth Management
Minnesota
$3.69M +$53.4K +1,122 +1%
RIM
64
RW Investment Management
Idaho
$3.59M -$62.5K -1,315 -2%
THL
65
Tillman Hartley LLC
Colorado
$3.55M +$961K +20,210 +38%
DPW
66
DiNuzzo Private Wealth
Pennsylvania
$3.51M +$166K +3,480 +5%
AFO
67
Aurelius Family Office
New Hampshire
$3.3M +$230K +4,829 +8%
HSG
68
Helen Stephens Group
Texas
$3.29M -$54.5K -1,146 -2%
MWM
69
Modera Wealth Management
New Jersey
$3.26M -$79.6K -1,674 -2%
JP Morgan Chase
70
JP Morgan Chase
New York
$3.26M +$433K +9,095 +15%
GAM
71
GEM Asset Management
Michigan
$3.23M +$9.75K +205 +0.3%
PCA
72
Prosperity Capital Advisors
Ohio
$3.21M -$65.3K -1,374 -2%
SMA
73
Seven Mile Advisory
New Jersey
$3.19M +$3.16M +66,526 New
SWG
74
Summit Wealth Group
Vermont
$3.12M -$4.71K -99 -0.2%
2L
75
25 LLC
Missouri
$3.09M +$297K +6,252 +11%