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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
CPA Asset Management
Florida
$1.29M +$810K +16,775 +166%
PWS
77
Physician Wealth Solutions
Nevada
$1.27M -$47.9K -993 -4%
EIA
78
Eldridge Investment Advisors
New Hampshire
$1.26M -$33.5K -694 -3%
ODA
79
One Degree Advisors
California
$1.21M -$21.1K -438 -2%
WFA
80
Websterrogers Financial Advisors
South Carolina
$1.16M +$609K +12,613 +109%
OA
81
Oceanside Advisors
South Carolina
$1.12M -$101K -2,084 -8%
WWWM
82
White Wing Wealth Management
Texas
$1.11M +$277K +5,729 +33%
SIAG
83
Safeguard Investment Advisory Group
California
$1.09M +$157K +3,254 +17%
IAG
84
Investmark Advisory Group
Connecticut
$1.03M +$18.1K +375 +2%
OIA
85
OneDigital Investment Advisors
Kansas
$1.01M -$125K -2,593 -11%
MSFS
86
Main Street Financial Solutions
Pennsylvania
$994K -$434 -9 -0%
HHWM
87
Hiley Hunt Wealth Management
Nebraska
$967K -$291K -6,034 -23%
HWMC
88
Heritage Wealth Management (California)
California
$957K +$193K +4,006 +25%
RGC
89
Roberts, Glore & Co
Illinois
$943K
PFA
90
Pure Financial Advisors
California
$914K +$3.81K +79 +0.4%
SWM
91
Soundmark Wealth Management
Washington
$893K +$3.52K +73 +0.4%
PP
92
PrairieView Partners
Minnesota
$837K +$16.5K +341 +2%
DI
93
Disciplined Investments
Oklahoma
$806K
FOA
94
Five Oceans Advisors
California
$756K
WP
95
Wealthspan Partners
Iowa
$723K +$75.1K +1,556 +12%
QHA
96
Quarry Hill Advisors
Minnesota
$709K -$42.5K -881 -6%
SIG
97
Spinnaker Investment Group
California
$694K +$205K +4,248 +42%
MC
98
McCarthy & Cox
Ohio
$677K +$679K +14,077 New
MML Investors Services
99
MML Investors Services
Massachusetts
$629K +$420K +8,692 +198%
WWM
100
Western Wealth Management
Colorado
$625K +$43.1K +892 +7%