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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
126
Great Valley Advisor Group
Delaware
$1.63M +$6.17K +128 +0.4%
HWMC
127
Heritage Wealth Management (California)
California
$1.57M +$149K +3,094 +10%
SEI Investments
128
SEI Investments
Pennsylvania
$1.57M +$162K +3,364 +12%
WFA
129
Websterrogers Financial Advisors
South Carolina
$1.53M -$54.7K -1,135 -3%
NWM
130
Northwest Wealth Management
Iowa
$1.53M +$314K +6,508 +26%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.52M +31,626 New
LWMNY
132
Landmark Wealth Management (New York)
New York
$1.52M -$500K -10,372 -25%
FTUS
133
Flow Traders U.S.
New York
$1.48M +$1.48M +30,749 New
XPN
134
XY Planning Network
Montana
$1.48M +$625K +12,962 +73%
NA
135
NewEdge Advisors
Louisiana
$1.45M +$105K +2,181 +8%
KAS
136
Kestra Advisory Services
Texas
$1.41M +$1.41M +29,235 New
PWM
137
Platform Wealth Management
Utah
$1.38M +$1.38M +28,589 New
OCM
138
One Capital Management
California
$1.36M +$77.3K +1,605 +6%
DFS
139
Demming Financial Services
Ohio
$1.35M +$1.35M +28,115 New
SRCM
140
Signature Resources Capital Management
California
$1.35M +$72.2K +1,499 +6%
SWM
141
Sterling Wealth Management
Illinois
$1.35M +$593K +12,304 +79%
KCWM
142
Kane Co Wealth Management
Iowa
$1.34M +$1.34M +27,790 New
ODA
143
One Degree Advisors
California
$1.31M +$122K +2,535 +10%
WAP
144
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$139K +2,894 +12%
FFA
145
Farther Finance Advisors
California
$1.29M +$426K +8,833 +49%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1.29M +$805K +16,704 +167%
Betterment LLC
147
Betterment LLC
New York
$1.28M -$78.5K -1,630 -6%
OIA
148
OneDigital Investment Advisors
Kansas
$1.28M +$11.7K +242 +0.9%
W
149
WPWealth
Texas
$1.26M +$91.1K +1,891 +8%
NDWM
150
New Dimensions Wealth Management
Texas
$1.21M +$153K +3,181 +14%