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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWL
176
Generations Wealth LLC
Ohio
$899K -$554K -11,498 -38%
PWP
177
Ponta Wealth Partners
Florida
$875K -$16.2K -336 -2%
RGC
178
Roberts, Glore & Co
Illinois
$857K
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$834K -$795K -16,483 -49%
MML Investors Services
180
MML Investors Services
Massachusetts
$826K +$216K +4,473 +35%
PFM
181
Phillips Financial Management
Indiana
$818K -$176K -3,655 -18%
JWM
182
JP Wealth Management
South Carolina
$815K
JWM
183
JDH Wealth Management
California
$815K +$132K +2,738 +19%
FF
184
Friday Financial
Iowa
$807K +$140K +2,911 +21%
CBT
185
Crews Bank & Trust
Florida
$758K
PWA
186
Physician Wealth Advisors
Utah
$745K +$6.27K +130 +0.9%
P
187
&Partners
Tennessee
$744K
DI
188
Disciplined Investments
Oklahoma
$738K +$75.3K +1,561 +11%
AC
189
Anson Capital
Georgia
$724K +$208K +4,312 +40%
HWM
190
HBE Wealth Management
Nebraska
$717K +$716K +14,838 New
IWS
191
Integrity Wealth Solutions
Colorado
$707K -$13.6K -283 -2%
PWS
192
Physician Wealth Solutions
Nevada
$696K -$24.9K -517 -3%
SWM
193
SpringVest Wealth Management
Texas
$650K +$101K +2,084 +18%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$629K -$68.1K -1,412 -10%
IW
195
Integrated Wealthcare
North Carolina
$625K +$8.25K +171 +1%
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$593K +$4.24K +88 +0.7%
BJB
197
Broadhurst Jeffrey B
$580K -$1.57M -32,616 -73%
MFWP
198
Mosaic Family Wealth Partners
Missouri
$552K +$11.7K +243 +2%
ISB
199
Iowa State Bank
Iowa
$545K
KRW
200
Kaufman Rossin Wealth
Florida
$542K +$201K +4,172 +59%