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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
76
Texas Capital Bank Wealth Management Services
Texas
$1.52M
GVAG
77
Great Valley Advisor Group
Delaware
$1.52M +$11.6K +241 +0.8%
Financial Engines Advisors
78
Financial Engines Advisors
California
$1.44M +$1.43M +29,668 New
MML Investors Services
79
MML Investors Services
Massachusetts
$1.44M +$663K +13,754 +87%
SIS
80
Strategic Investment Solutions
Illinois
$1.41M -$3.42K -71 -0.2%
WWWM
81
White Wing Wealth Management
Texas
$1.41M +$83K +1,721 +6%
ODA
82
One Degree Advisors
California
$1.39M -$66.8K -1,385 -5%
PP
83
PrairieView Partners
Minnesota
$1.38M -$3.86K -80 -0.3%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$1.38M +$1.07M +22,095 +354%
BBHC
85
Brown Brothers Harriman & Co
New York
$1.33M +$1.32M +27,375 New
QHA
86
Quarry Hill Advisors
Minnesota
$1.32M +$318K +6,598 +32%
CAM
87
CPA Asset Management
Florida
$1.31M -$12K -248 -0.9%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1.28M +$3.28K +68 +0.3%
PWS
89
Physician Wealth Solutions
Nevada
$1.24M
SRC
90
Sage Rhino Capital
California
$1.18M -$303K -6,288 -21%
WFA
91
Websterrogers Financial Advisors
South Carolina
$1.16M +$137K +2,846 +14%
Jane Street
92
Jane Street
New York
$1.15M +$1.14M +23,635 New
OA
93
Oceanside Advisors
South Carolina
$1.14M +$6.17K +128 +0.5%
SIAG
94
Safeguard Investment Advisory Group
California
$1.11M +$21.7K +449 +2%
ACA
95
Aptus Capital Advisors
Alabama
$1.09M +$1.05M +21,755 +3,614%
W
96
WPWealth
Texas
$1.08M -$16.3K -339 -2%
HWMC
97
Heritage Wealth Management (California)
California
$1.06M +$74K +1,534 +8%
IAG
98
Investmark Advisory Group
Connecticut
$1.05M
MSFS
99
Main Street Financial Solutions
Pennsylvania
$1.01M
RGC
100
Roberts, Glore & Co
Illinois
$1,000K -$48.2K -1,000 -5%