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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
176
Red Lighthouse Investment Management
New York
$327K +$7.99K +166 +2%
GS
177
GTS Securities
Florida
$326K +$328K +6,821 New
EFP
178
Envision Financial Planning
Tennessee
$317K +$33.1K +688 +12%
IA
179
IFG Advisory
Georgia
$317K +$319K +6,632 New
AWA
180
Acorn Wealth Advisors
Michigan
$313K
BFG
181
Bleakley Financial Group
New Jersey
$312K -$203K -4,219 -39%
TSS
182
Two Sigma Securities
New York
$302K +$304K +6,327 New
MWP
183
Meredith Wealth Planning
Illinois
$298K +$2.74K +57 +0.9%
AIP
184
Ameritas Investment Partners
Nebraska
$292K +$2.74K +57 +0.9%
VPF
185
Vantage Point Financial
Illinois
$284K +$286K +5,941 New
CT
186
Colonial Trust
South Carolina
$282K +$48 +1 +0%
SWM
187
Sterling Wealth Management
Illinois
$280K +$674 +14 +0.2%
AQR Capital Management
188
AQR Capital Management
Connecticut
$278K -$1.68K -35 -0.6%
MC
189
McCarthy & Cox
Ohio
$270K -$150K -3,112 -36%
KWM
190
KFG Wealth Management
Indiana
$266K
SPC
191
Sigma Planning Corp
Michigan
$266K +$17.2K +357 +7%
KAM
192
KEB Asset Management
Illinois
$263K +$265K +5,501 New
Comerica Bank
193
Comerica Bank
Texas
$259K
AFA
194
Alpha Financial Advisors
North Carolina
$258K +$57.7K +1,200 +29%
CAG
195
Csenge Advisory Group
Florida
$258K -$433 -9 -0.2%
CA
196
Clune & Associates
Illinois
$254K +$256K +5,320 New
SWM
197
Seaside Wealth Management
California
$249K +$2.31K +48 +0.9%
LPP
198
Life Planning Partners
Florida
$248K +$250K +5,200 New
BCG
199
Breakwater Capital Group
New Jersey
$248K +$25K +519 +11%
DPI
200
Diversified Portfolios Inc
Michigan
$242K -$29.8K -620 -11%