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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Copperleaf Capital
North Carolina
$307K +$306K +6,356 New
SEIA
102
Signature Estate & Investment Advisors
California
$300K -$4.51M -93,706 -94%
CT
103
Colonial Trust
South Carolina
$294K +$11.7K +244 +4%
IA
104
IFP Advisors
Florida
$273K -$75.2K -1,563 -22%
RGC
105
Roberts, Glore & Co
Illinois
$266K +$48.1K +1,000 +22%
GB
106
Goepper Burkhardt
South Carolina
$266K +$264K +5,500 New
PP
107
PrairieView Partners
Minnesota
$255K -$2.02K -42 -0.8%
SWM
108
SeaCrest Wealth Management
New York
$250K +$249K +5,174 New
SWM
109
Seaside Wealth Management
California
$243K +$1.44K +30 +0.6%
AFA
110
Alpha Financial Advisors
North Carolina
$203K
PCI
111
Planning Center Inc
Illinois
$201K +$199K +4,139 New
JP Morgan Chase
112
JP Morgan Chase
New York
$103K +$103K +2,142 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$97K +$42.2K +877 +78%
CCMI
114
Creative Capital Management Investments
California
$70.8K
AAS
115
Ameritas Advisory Services
Nebraska
$68.7K +$68.4K +1,422 New
UBS Group
116
UBS Group
Switzerland
$58.2K +$57.9K +1,204 New
SIC
117
SJS Investment Consulting
Ohio
$52.9K +$1.15K +24 +2%
GRP
118
Global Retirement Partners
California
$42.1K +$240 +5 +0.6%
ASN
119
Advisory Services Network
Georgia
$33K +$5.58K +116 +20%
FFA
120
Farther Finance Advisors
California
$26.8K +$26.7K +555 New
BAM
121
Belpointe Asset Management
Nevada
$25.9K
GTAM
122
Global Trust Asset Management
Florida
$24.2K
AWM
123
Aspire Wealth Management
Massachusetts
$22.8K +$22.7K +472 New
ME
124
McIlrath & Eck
Washington
$18.2K
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$580 +$577 +12 New