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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$242K
TIAM2
202
Tru Independence Asset Management 2
Oregon
$240K +$242K +5,031 New
SWM
203
SeaCrest Wealth Management
New York
$238K
RFP
204
Root Financial Partners
California
$237K +$866 +18 +0.4%
CCMI
205
Creative Capital Management Investments
California
$236K -$45.7K -950 -16%
SRC
206
Sage Rhino Capital
California
$223K -$945K -19,642 -81%
PWA
207
Physician Wealth Advisors
Utah
$213K -$300K -6,227 -58%
JWM
208
JDH Wealth Management
California
$207K +$209K +4,334 New
NWM
209
Navigoe Wealth Management
California
$194K +$196K +4,082 New
GWSG
210
GPS Wealth Strategies Group
Colorado
$177K
MWA
211
Medallion Wealth Advisors
Connecticut
$122K +$123K +2,550 New
MG
212
MilWealth Group
Wisconsin
$96K +$96.7K +2,010 New
SIC
213
SJS Investment Consulting
Ohio
$83.3K +$674 +14 +0.8%
FFA
214
Farther Finance Advisors
California
$77.2K -$160K -3,334 -67%
Jones Financial Companies
215
Jones Financial Companies
Missouri
$68.4K +$1.54K +32 +2%
CSB
216
City State Bank
Iowa
$49.6K
GRP
217
Global Retirement Partners
California
$45.9K
FHA
218
First Horizon Advisors
Tennessee
$44K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$40K -$3.03K -63 -7%
PS
220
Principal Securities
Iowa
$39.7K +$40K +831 New
IA
221
IFP Advisors
Florida
$38.3K +$5.25K +109 +16%
PA
222
Parallel Advisors
California
$22.5K +$192 +4 +0.9%
SRCM
223
Signature Resources Capital Management
California
$22.1K
MAS
224
MPWM Advisory Solutions
Georgia
$19.7K +$19.8K +412 New
GWM
225
Geneos Wealth Management
Colorado
$14.9K -$40.6K -843 -73%