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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$180K
UBS Group
177
UBS Group
Switzerland
$162K +$161K +3,329 New
SIC
178
SJS Investment Consulting
Ohio
$84K +$7.81K +162 +10%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$67.9K
GWM
180
Geneos Wealth Management
Colorado
$56.1K +$55.7K +1,155 New
CSB
181
City State Bank
Iowa
$50.4K
GRP
182
Global Retirement Partners
California
$46.6K
FHA
183
First Horizon Advisors
Tennessee
$44.8K +$44.5K +922 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$44K +$40.6K +842 +1,337%
IA
185
IFP Advisors
Florida
$33.6K +$96 +2 +0.3%
PA
186
Parallel Advisors
California
$22.7K +$145 +3 +0.6%
SRCM
187
Signature Resources Capital Management
California
$22.4K -$241 -5 -1%
AF
188
Advisornet Financial
Minnesota
$14.8K +$96 +2 +0.7%
PG
189
Proffitt & Goodson
Tennessee
$14.5K +$14.4K +298 New
William Blair & Company
190
William Blair & Company
Illinois
$3.98K +$289 +6 +8%
BAM
191
Belpointe Asset Management
Nevada
$299
Lido Advisors
192
Lido Advisors
California
-$2.94M -61,500 Closed
SIG
193
Spinnaker Investment Group
California
-$704K -14,740 Closed
TWM
194
Thrive Wealth Management
Pennsylvania
-$382K -8,002 Closed
IA
195
IFG Advisory
Georgia
-$302K -6,328 Closed
PFPT
196
Pinnacle Financial Partners (Tennessee)
Tennessee
-$204K -4,263 Closed
PMFA
197
Plante Moran Financial Advisors
Michigan
-$15.8K -331 Closed
CA
198
Clearstead Advisors
Ohio
-$4.16K -87 Closed