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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
76
Laurel Wealth Advisors (California)
California
$560K +$177K +3,744 +47%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$490K +$485K +10,259 New
AC
78
Avestar Capital
New York
$474K -$6.1K -129 -1%
RGF
79
Retirement Guys Formula
Ohio
$468K +$463K +9,798 New
BFG
80
Bleakley Financial Group
New Jersey
$467K +$461K +9,761 New
WWM
81
Western Wealth Management
Colorado
$449K +$444K +9,396 New
DAS
82
Dynamic Advisor Solutions
Arizona
$444K +$77.8K +1,646 +22%
CAM
83
CPA Asset Management
Florida
$443K +$438K +9,263 New
DPI
84
Diversified Portfolios Inc
Michigan
$442K -$2.01M -42,614 -82%
QA
85
Quantitative Advantage
Minnesota
$433K +$39.8K +843 +10%
WCA
86
Waypoint Capital Advisors
Minnesota
$420K
RLIM
87
Red Lighthouse Investment Management
New York
$407K +$402K +8,515 New
SIG
88
Spinnaker Investment Group
California
$392K +$1.84K +39 +0.5%
AFS
89
Annapolis Financial Services
Maryland
$376K +$357K +7,559 +2,407%
IA
90
IFP Advisors
Florida
$352K +$2.88K +61 +0.9%
LNC
91
Lincoln National Corp
Pennsylvania
$320K +$104K +2,200 +49%
W
92
WPWealth
Texas
$287K +$284K +6,008 New
CT
93
Colonial Trust
South Carolina
$279K +$276K +5,843 New
PP
94
PrairieView Partners
Minnesota
$254K +$163K +3,459 +185%
SWM
95
Seaside Wealth Management
California
$240K +$803 +17 +0.3%
Creative Planning
96
Creative Planning
Kansas
$220K +$218K +4,607 New
RGC
97
Roberts, Glore & Co
Illinois
$215K +$213K +4,500 New
TSS
98
Two Sigma Securities
New York
$211K +$209K +4,419 New
AFA
99
Alpha Financial Advisors
North Carolina
$201K +$199K +4,200 New
CCMI
100
Creative Capital Management Investments
California
$70K +$69.2K +1,465 New