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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFG Advisory
Georgia
$203K +$207K +4,375 New
IA
127
IFP Advisors
Florida
$155K -$94.4K -1,996 -37%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$102K -$59.4K -1,256 -36%
CCMI
129
Creative Capital Management Investments
California
$85.6K
SIC
130
SJS Investment Consulting
Ohio
$65.8K +$946 +20 +1%
Wells Fargo
131
Wells Fargo
California
$46.5K +$47.3K +1,000 New
GRP
132
Global Retirement Partners
California
$45.6K +$9.41K +199 +25%
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$24.8K +$25.2K +533 New
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$15.8K +$16.1K +341 New
VCM
135
Versant Capital Management
Arizona
$14.8K +$15.1K +319 New
AF
136
Advisornet Financial
Minnesota
$13.8K +$14.1K +297 New
William Blair & Company
137
William Blair & Company
Illinois
$232 +$237 +5 New
Fidelity Investments
138
Fidelity Investments
Massachusetts
$46 +$47 +1 New
LWM
139
LJI Wealth Management
Indiana
-$130K -129,887 Closed
OMC
140
Old Mission Capital
Illinois
-$960K -20,150 Closed
FTUS
141
Flow Traders U.S.
New York
-$802K -16,838 Closed
FWI
142
Facet Wealth Inc
Maryland
-$757K -15,953 Closed
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
-$495K -10,387 Closed
SWM
144
Seaside Wealth Management
California
-$242K -5,078 Closed
AFA
145
Alpha Financial Advisors
North Carolina
-$200K -4,200 Closed
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
-$168K -3,533 Closed
UBS Group
147
UBS Group
Switzerland
-$145K -3,052 Closed
GTAM
148
Global Trust Asset Management
Florida
-$23.8K -500 Closed
AWM
149
Aspire Wealth Management
Massachusetts
-$22.5K -472 Closed