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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$733K +$2.57K +53 +0.3%
VAG
177
VisionPoint Advisory Group
Texas
$723K +$731K +15,086 New
PWS
178
Physician Wealth Solutions
Nevada
$715K -$21.9K -451 -3%
IWS
179
Integrity Wealth Solutions
Colorado
$714K +$41.8K +863 +6%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$691K +$699K +14,423 New
JWM
181
JDH Wealth Management
California
$677K +$82.2K +1,696 +14%
DWA
182
Delap Wealth Advisory
Oregon
$671K +$320K +6,612 +90%
FF
183
Friday Financial
Iowa
$662K -$66.7K -1,376 -9%
DI
184
Disciplined Investments
Oklahoma
$657K -$24.7K -510 -4%
Citadel Advisors
185
Citadel Advisors
Florida
$635K +$205K +4,233 +47%
IW
186
Integrated Wealthcare
North Carolina
$611K +$339 +7 +0.1%
BC
187
BDFS Capital
Delaware
$611K +$33.6K +694 +6%
MML Investors Services
188
MML Investors Services
Massachusetts
$604K +$7.03K +145 +1%
MW
189
Merited Wealth
Florida
$600K +$98.8K +2,038 +19%
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$584K +$103K +2,133 +21%
SWM
191
SpringVest Wealth Management
Texas
$545K
EWA
192
Exencial Wealth Advisors
Oklahoma
$544K +$32.4K +669 +6%
ISB
193
Iowa State Bank
Iowa
$540K
MFWP
194
Mosaic Family Wealth Partners
Missouri
$536K +$10.2K +210 +2%
WWM
195
Western Wealth Management
Colorado
$522K
JCM
196
Jacobi Capital Management
Pennsylvania
$517K +$3.05K +63 +0.6%
CFO
197
CVA Family Office
Colorado
$517K
FWM
198
Forteris Wealth Management
New York
$515K -$56.4K -1,164 -10%
AC
199
Anson Capital
Georgia
$511K +$10.2K +210 +2%
FF
200
Foundry Financial
California
$488K -$52.5K -1,084 -10%