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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHWM
76
Hiley Hunt Wealth Management
Nebraska
$1.27M +$1.24M +26,149 New
AFS
77
Annapolis Financial Services
Maryland
$1.26M +$564K +11,942 +85%
ODA
78
One Degree Advisors
California
$1.23M +$1.21M +25,583 New
OA
79
Oceanside Advisors
South Carolina
$1.23M +$1.2M +25,405 New
OIA
80
OneDigital Investment Advisors
Kansas
$1.15M +$1.12M +23,658 New
IAG
81
Investmark Advisory Group
Connecticut
$1.03M +$999K +21,144 New
SWA
82
Sax Wealth Advisors
New Jersey
$1.02M +$260K +5,500 +35%
MSFS
83
Main Street Financial Solutions
Pennsylvania
$1M -$71.9K -1,522 -7%
HighTower Advisors
84
HighTower Advisors
Illinois
$966K +$940K +19,910 New
RGC
85
Roberts, Glore & Co
Illinois
$951K +$666K +14,100 +256%
SIAG
86
Safeguard Investment Advisory Group
California
$937K +$77.1K +1,633 +9%
PFA
87
Pure Financial Advisors
California
$918K +$894K +18,927 New
SWM
88
Soundmark Wealth Management
Washington
$897K
Osaic Holdings
89
Osaic Holdings
Arizona
$893K +$253K +5,350 +40%
BAM
90
Belpointe Asset Management
Nevada
$850K +$560K +11,863 +210%
WWWM
91
White Wing Wealth Management
Texas
$840K +$818K +17,325 New
PP
92
PrairieView Partners
Minnesota
$827K +$556K +11,767 +222%
DI
93
Disciplined Investments
Oklahoma
$813K
HWMC
94
Heritage Wealth Management (California)
California
$771K +$751K +15,896 New
FOA
95
Five Oceans Advisors
California
$763K +$3.02K +64 +0.4%
QHA
96
Quarry Hill Advisors
Minnesota
$758K -$3.07M -65,094 -81%
2L
97
25 LLC
Missouri
$716K +$305K +6,461 +78%
AC
98
Avestar Capital
New York
$687K +$131K +2,772 +24%
TCBWMS
99
Texas Capital Bank Wealth Management Services
Texas
$671K +$45.3K +958 +7%
WP
100
Wealthspan Partners
Iowa
$654K