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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
126
Jackson Thornton Wealth Management
Alabama
$701K +$68.7K +1,427 +11%
T
127
Tableaux
Massachusetts
$692K +$697K +14,489 New
FTUS
128
Flow Traders U.S.
New York
$681K +$686K +14,266 New
FF
129
Friday Financial
Iowa
$676K +$681K +14,159 New
EIA
130
Eldridge Investment Advisors
New Hampshire
$676K -$93.6K -1,945 -12%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$658K +$663K +13,779 New
PWM
132
Parkworth Wealth Management
California
$652K +$657K +13,656 New
WA
133
Wealthstream Advisors
New York
$604K +$49.2K +1,023 +9%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$590K +$26K +540 +5%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$580K +$174K +3,619 +43%
DAS
136
Dynamic Advisor Solutions
Arizona
$570K +$14.5K +301 +3%
FCM
137
Family Capital Management
Michigan
$569K +$111K +2,309 +24%
WWM
138
Western Wealth Management
Colorado
$564K -$122K -2,541 -18%
CBT
139
Crews Bank & Trust
Florida
$553K +$557K +11,585 New
SWM
140
SpringVest Wealth Management
Texas
$543K +$547K +11,374 New
BEW
141
Burton Enright Welch
California
$539K -$21.6K -449 -4%
GFA
142
Grunden Financial Advisory
Texas
$518K +$4.81K +100 +0.9%
CFO
143
CVA Family Office
Colorado
$515K +$32.2K +670 +7%
ACA
144
Aptus Capital Advisors
Alabama
$514K -$558K -11,587 -52%
Creative Planning
145
Creative Planning
Kansas
$513K +$245K +5,100 +90%
SW
146
Simplicity Wealth
New Jersey
$512K +$163K +3,391 +46%
WP
147
WMS Partners
Maryland
$502K
CA
148
Claris Advisors
Missouri
$497K +$267K +5,540 +114%
NA
149
NewEdge Advisors
Louisiana
$493K +$97.1K +2,018 +24%
JC
150
Jentner Corp
Ohio
$492K +$262K +5,438 +112%