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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
76
North Ridge Wealth Advisors
Oregon
$2.22M -$53.1K -1,103 -2%
LCM
77
Liberty Capital Management
Michigan
$2.18M
CSP
78
Cary Street Partners
Virginia
$2.16M +$2.18M +45,291 New
VP
79
Verisail Partners
Georgia
$2.07M +$2.09M +43,335 New
SFP
80
SwitchPoint Financial Planning
Utah
$2.07M +$2.08M +43,241 New
PAG
81
Private Advisor Group
New Jersey
$2.04M -$13.4K -279 -0.6%
EWA
82
Elevate Wealth Advisory
Georgia
$1.97M +$37.3K +775 +2%
WAG
83
Wheelhouse Advisory Group
Missouri
$1.96M +$1.27M +26,429 +181%
2L
84
25 LLC
Missouri
$1.95M +$1.21M +25,202 +162%
HSG
85
Helen Stephens Group
Texas
$1.93M +$64.2K +1,334 +3%
PAS
86
Park Avenue Securities
New York
$1.92M +$46.1K +958 +2%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M -$86.9K -1,806 -4%
SIS
88
Strategic Investment Solutions
Illinois
$1.86M +$217K +4,509 +15%
HHWM
89
Hiley Hunt Wealth Management
Nebraska
$1.84M +$310K +6,434 +20%
OIA
90
OneDigital Investment Advisors
Kansas
$1.83M -$45.7K -949 -2%
PFM
91
Phillips Financial Management
Indiana
$1.78M -$721K -14,986 -29%
SC
92
Shearwater Capital
Colorado
$1.77M +$77.6K +1,612 +5%
SC
93
Savant Capital
Illinois
$1.61M -$350K -7,273 -18%
Jane Street
94
Jane Street
New York
$1.6M +$473K +9,822 +42%
GVAG
95
Great Valley Advisor Group
Delaware
$1.57M +$79.6K +1,654 +5%
BCM
96
Blume Capital Management
California
$1.53M -$683K -14,200 -31%
IWS
97
Integrity Wealth Solutions
Colorado
$1.53M -$15.4K -321 -1%
QHA
98
Quarry Hill Advisors
Minnesota
$1.48M +$175K +3,642 +13%
CAM
99
CPA Asset Management
Florida
$1.45M +$163K +3,397 +13%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.39M +$125K +2,603 +10%