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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$734K +$28.6K +593 +4%
GWL
177
Generations Wealth LLC
Ohio
$734K +$734K +15,229 New
FF
178
Friday Financial
Iowa
$731K +$23.2K +481 +3%
Comerica Bank
179
Comerica Bank
Texas
$719K +$8K +166 +1%
DI
180
Disciplined Investments
Oklahoma
$685K -$24.1K -500 -3%
IWS
181
Integrity Wealth Solutions
Colorado
$676K -$192K -3,983 -22%
BPA
182
Beacon Pointe Advisors
California
$673K +$18.5K +384 +3%
IW
183
Integrated Wealthcare
North Carolina
$614K +$614K +12,750 New
GFA
184
Grunden Financial Advisory
Texas
$606K +$5.54K +115 +0.9%
MML Investors Services
185
MML Investors Services
Massachusetts
$600K -$95.8K -1,988 -14%
JWM
186
JDH Wealth Management
California
$598K +$164K +3,403 +38%
WWWM
187
White Wing Wealth Management
Texas
$588K -$496K -10,294 -46%
BC
188
BDFS Capital
Delaware
$581K +$581K +12,062 New
ZF
189
Zhang Financial
Michigan
$578K +$578K +12,000 New
FWM
190
Forteris Wealth Management
New York
$574K +$574K +11,915 New
FIA
191
Foundations Investment Advisors
Arizona
$568K +$178K +3,688 +46%
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$559K -$401K -8,312 -42%
CSW
193
Cogent Strategic Wealth
Illinois
$552K +$549K +11,403 New
SWM
194
SpringVest Wealth Management
Texas
$548K
ISB
195
Iowa State Bank
Iowa
$543K
FF
196
Foundry Financial
California
$543K +$543K +11,264 New
MFWP
197
Mosaic Family Wealth Partners
Missouri
$528K +$40.1K +833 +8%
WWM
198
Western Wealth Management
Colorado
$525K +$76.4K +1,585 +17%
CFO
199
CVA Family Office
Colorado
$520K
JCM
200
Jacobi Capital Management
Pennsylvania
$517K +$4.72K +98 +0.9%