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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODA
76
One Degree Advisors
California
$1.44M +$238K +4,976 +20%
SIS
77
Strategic Investment Solutions
Illinois
$1.4M +$1.39M +29,162 New
PP
78
PrairieView Partners
Minnesota
$1.36M +$528K +11,050 +64%
WWWM
79
White Wing Wealth Management
Texas
$1.31M +$204K +4,277 +19%
CAM
80
CPA Asset Management
Florida
$1.3M +$18K +376 +1%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1.26M -$1.14M -23,823 -47%
PWS
82
Physician Wealth Solutions
Nevada
$1.24M -$21.1K -442 -2%
HHWM
83
Hiley Hunt Wealth Management
Nebraska
$1.22M +$260K +5,446 +27%
OA
84
Oceanside Advisors
South Carolina
$1.11M -$1K -21 -0.1%
W
85
WPWealth
Texas
$1.08M +$555K +11,607 +106%
SIAG
86
Safeguard Investment Advisory Group
California
$1.07M -$5.49K -115 -0.5%
EIA
87
Eldridge Investment Advisors
New Hampshire
$1.05M -$193K -4,041 -15%
IAG
88
Investmark Advisory Group
Connecticut
$1.04M +$9.98K +209 +1%
RGC
89
Roberts, Glore & Co
Illinois
$1.03M +$95.5K +2,000 +10%
WFA
90
Websterrogers Financial Advisors
South Carolina
$1.01M -$151K -3,160 -13%
MSFS
91
Main Street Financial Solutions
Pennsylvania
$994K +$6.83K +143 +0.7%
QHA
92
Quarry Hill Advisors
Minnesota
$989K +$284K +5,943 +40%
HWMC
93
Heritage Wealth Management (California)
California
$971K +$20.4K +427 +2%
PFA
94
Pure Financial Advisors
California
$913K +$5.35K +112 +0.6%
DI
95
Disciplined Investments
Oklahoma
$801K
MML Investors Services
96
MML Investors Services
Massachusetts
$756K +$131K +2,747 +21%
FOA
97
Five Oceans Advisors
California
$751K
2L
98
25 LLC
Missouri
$734K +$157K +3,289 +27%
SIG
99
Spinnaker Investment Group
California
$704K +$14.8K +309 +2%
WWM
100
Western Wealth Management
Colorado
$637K +$16.6K +347 +3%