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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWWM
126
White Wing Wealth Management
Texas
$1.77M +$1.31M +27,220 +289%
SFP
127
SwitchPoint Financial Planning
Utah
$1.77M -$209K -4,338 -11%
EWA
128
Elevate Wealth Advisory
Georgia
$1.76M -$13.9K -288 -0.8%
LWMNY
129
Landmark Wealth Management (New York)
New York
$1.73M -$54.6K -1,132 -3%
PF
130
Penney Financial
Texas
$1.71M -$2.97M -61,580 -63%
Raymond James Financial
131
Raymond James Financial
Florida
$1.7M +$375K +7,780 +28%
EF
132
Evanson Financial
Virginia
$1.69M +$1.69M +35,042 New
OIA
133
OneDigital Investment Advisors
Kansas
$1.69M +$419K +8,685 +33%
GVAG
134
Great Valley Advisor Group
Delaware
$1.66M +$5.21K +108 +0.3%
TFP
135
Triune Financial Partners
Kansas
$1.65M +$530K +10,990 +47%
SRCM
136
Signature Resources Capital Management
California
$1.62M +$258K +5,340 +19%
Betterment LLC
137
Betterment LLC
New York
$1.62M +$284K +5,883 +21%
IA
138
IFP Advisors
Florida
$1.6M +$476K +9,871 +42%
WUW
139
Wheels Up Wealth
California
$1.59M +$5.98K +124 +0.4%
SAM
140
Smartleaf Asset Management
Massachusetts
$1.59M
OCM
141
One Capital Management
California
$1.57M
WFA
142
Websterrogers Financial Advisors
South Carolina
$1.51M -$22K -456 -1%
W
143
WPWealth
Texas
$1.47M +$99K +2,052 +7%
HWM
144
HB Wealth Management
Georgia
$1.44M -$1.26M -26,054 -47%
ODA
145
One Degree Advisors
California
$1.43M +$26K +540 +2%
NA
146
NewEdge Advisors
Louisiana
$1.41M -$36.1K -748 -2%
MG
147
Mather Group
Illinois
$1.39M -$578K -11,985 -29%
CWMA
148
Capstone Wealth Management (Alabama)
Alabama
$1.39M +$206K +4,276 +17%
KCWM
149
Kane Co Wealth Management
Iowa
$1.34M -$461K -9,565 -26%
SWM
150
Sterling Wealth Management
Illinois
$1.34M -$13.6K -282 -1%