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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clune & Associates
Illinois
$253K
CAG
202
Csenge Advisory Group
Florida
$252K -$1.82K -38 -0.7%
SPC
203
Sigma Planning Corp
Michigan
$250K -$14.4K -300 -5%
SWM
204
Seaside Wealth Management
California
$249K +$1.44K +30 +0.6%
LPP
205
Life Planning Partners
Florida
$247K
RFP
206
Root Financial Partners
California
$245K +$9.48K +198 +4%
SWG
207
Summit Wealth Group
Vermont
$241K +$242K +5,061 New
CCFM
208
Clear Creek Financial Management
Washington
$241K
SWM
209
SeaCrest Wealth Management
New York
$237K
CCMI
210
Creative Capital Management Investments
California
$235K
DPI
211
Diversified Portfolios Inc
Michigan
$232K -$9.48K -198 -4%
SRC
212
Sage Rhino Capital
California
$222K +$144 +3 +0.1%
SHF
213
Stage Harbor Financial
Massachusetts
$219K +$221K +4,611 New
KPP
214
Kings Path Partners
Texas
$214K +$216K +4,502 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$205K +$138K +2,888 +202%
WP
216
Wealthspan Partners
Iowa
$201K -$242K -5,063 -55%
NWM
217
Navigoe Wealth Management
California
$194K
GWSG
218
GPS Wealth Strategies Group
Colorado
$176K
MWA
219
Medallion Wealth Advisors
Connecticut
$132K +$10.5K +219 +9%
FFA
220
Farther Finance Advisors
California
$98.8K +$21.8K +455 +28%
SIC
221
SJS Investment Consulting
Ohio
$83K
GWM
222
Geneos Wealth Management
Colorado
$58.2K +$43.6K +911 +292%
NRG
223
Nemes Rush Group
Michigan
$49.4K +$35.1K +734 +240%
CSB
224
City State Bank
Iowa
$49.4K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$40K