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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
176
Five Oceans Advisors
California
$456K
SIM
177
Stratos Investment Management
Ohio
$449K +$448K +9,475 New
DF
178
DecisionPoint Financial
Arizona
$443K -$35.6K -754 -7%
KAM
179
KEB Asset Management
Illinois
$435K +$128K +2,703 +42%
EWA
180
EverSource Wealth Advisors
Alabama
$430K +$429K +9,075 New
BI
181
Beckerman Institutional
New Jersey
$430K +$9.5K +201 +2%
LWM
182
LJI Wealth Management
Indiana
$429K +$10K +212 +2%
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$419K +$14.1K +299 +4%
Morgan Stanley
184
Morgan Stanley
New York
$417K -$2.22K -47 -0.5%
BH
185
Burk Holdings
Oklahoma
$406K -$27.1K -574 -6%
MWM
186
Meridian Wealth Management
Kentucky
$403K +$401K +8,493 New
RFP
187
RCS Financial Planning
Maryland
$401K +$26.3K +556 +7%
PWA
188
Physician Wealth Advisors
Utah
$401K
LCWP
189
Legacy Capital Wealth Partners
Arkansas
$395K +$393K +8,326 New
BWG
190
Beta Wealth Group
California
$393K -$32K -678 -8%
CC
191
Copperleaf Capital
North Carolina
$388K -$13K -275 -3%
JC
192
Jentner Corp
Ohio
$385K
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$383K +$382K +8,076 New
AC
194
Anson Capital
Georgia
$376K +$104K +2,200 +38%
LPP
195
Life Planning Partners
Florida
$373K +$126K +2,671 +51%
MWP
196
Meredith Wealth Planning
Illinois
$369K +$60.7K +1,285 +20%
KL
197
KWMG LLC
Kansas
$366K +$364K +7,710 New
ME
198
McIlrath & Eck
Washington
$365K -$84.3K -1,783 -19%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$359K +$336K +7,120 +1,572%
JWM
200
JDH Wealth Management
California
$356K -$331K -7,012 -48%