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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
One Capital Management
California
$853K +$859K +17,935 New
SWA
127
Sterling Wealth Advisors
Florida
$834K -$20.3K -424 -2%
OWA
128
Oak Wealth Advisors
Illinois
$820K +$25.7K +536 +3%
BBHC
129
Brown Brothers Harriman & Co
New York
$790K
DI
130
Disciplined Investments
Oklahoma
$729K
RCAG
131
Rehmann Capital Advisory Group
Michigan
$728K
PWM
132
Parkworth Wealth Management
California
$726K +$76.7K +1,602 +12%
JWM
133
JDH Wealth Management
California
$691K +$488K +10,189 +235%
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$683K +$688K +14,367 New
FF
135
Friday Financial
Iowa
$675K
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$615K +$38.5K +804 +7%
T
137
Tableaux
Massachusetts
$608K -$82.2K -1,717 -12%
WA
138
Wealthstream Advisors
New York
$602K
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$585K -$2.68K -56 -0.5%
CBT
140
Crews Bank & Trust
Florida
$581K +$29.9K +625 +5%
EIA
141
Eldridge Investment Advisors
New Hampshire
$576K -$98.4K -2,054 -15%
DAS
142
Dynamic Advisor Solutions
Arizona
$569K +$527 +11 +0.1%
Betterment LLC
143
Betterment LLC
New York
$557K +$97.3K +2,033 +21%
MML Investors Services
144
MML Investors Services
Massachusetts
$552K -$683K -14,260 -55%
SWM
145
SpringVest Wealth Management
Texas
$541K
BEW
146
Burton Enright Welch
California
$537K
ISB
147
Iowa State Bank
Iowa
$536K +$540K +11,271 New
WWM
148
Western Wealth Management
Colorado
$536K -$25.6K -535 -5%
Creative Planning
149
Creative Planning
Kansas
$523K +$11.5K +240 +2%
GFA
150
Grunden Financial Advisory
Texas
$519K +$2.97K +62 +0.6%