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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODA
126
One Degree Advisors
California
$1.19M +$92.5K +1,944 +9%
W
127
WPWealth
Texas
$1.17M +$156K +3,290 +16%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$454K +9,552 +66%
IA
129
IFP Advisors
Florida
$1.11M +$599K +12,592 +118%
WCM
130
Warburton Capital Management
Oklahoma
$1.09M +$25.5K +537 +2%
BCM
131
Blume Capital Management
California
$1.09M
WWWM
132
White Wing Wealth Management
Texas
$1.08M -$6.75K -142 -0.6%
IAG
133
Investmark Advisory Group
Connecticut
$1.06M
NDWM
134
New Dimensions Wealth Management
Texas
$1.05M +$194K +4,089 +23%
PFM
135
Phillips Financial Management
Indiana
$1.03M +$2.9K +61 +0.3%
RGC
136
Roberts, Glore & Co
Illinois
$988K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$955K +$31.4K +660 +3%
MWP
138
Meredith Wealth Planning
Illinois
$931K +$553K +11,625 +150%
SWA
139
Sterling Wealth Advisors
Florida
$891K +$17.8K +375 +2%
FFA
140
Farther Finance Advisors
California
$865K +$759K +15,968 +774%
IWS
141
Integrity Wealth Solutions
Colorado
$865K -$63.9K -1,344 -7%
PPWM
142
PFG Private Wealth Management
Florida
$865K +$857K +18,022 New
XPN
143
XY Planning Network
Montana
$838K
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$833K +$135K +2,831 +19%
CBT
145
Crews Bank & Trust
Florida
$833K +$245K +5,142 +42%
SIAG
146
Safeguard Investment Advisory Group
California
$820K -$148K -3,102 -15%
JWM
147
JP Wealth Management
South Carolina
$809K +$802K +16,870 New
BBHC
148
Brown Brothers Harriman & Co
New York
$796K
AA
149
ArborFi Advisors
Michigan
$792K +$93.2K +1,959 +13%
PWS
150
Physician Wealth Solutions
Nevada
$771K -$355K -7,471 -32%