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Dimensional National Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Exencial Wealth Advisors
Oklahoma
$515K
BEW
202
Burton Enright Welch
California
$514K +$1.88K +39 +0.4%
LWM
203
LJI Wealth Management
Indiana
$511K +$511K +10,600 New
MW
204
Merited Wealth
Florida
$505K +$505K +10,478 New
AC
205
Anson Capital
Georgia
$504K +$122K +2,524 +32%
LPP
206
Life Planning Partners
Florida
$485K -$2.6K -54 -0.5%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$484K +$4.43K +92 +0.9%
MWM
208
Meridian Wealth Management
Kentucky
$483K -$23.4K -486 -5%
EIA
209
Eldridge Investment Advisors
New Hampshire
$483K -$1.69K -35 -0.3%
FOA
210
Five Oceans Advisors
California
$463K
RFP
211
RCS Financial Planning
Maryland
$460K +$15.4K +319 +3%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$452K -$255K -5,287 -36%
DF
213
DecisionPoint Financial
Arizona
$450K
BWG
214
Beta Wealth Group
California
$445K +$8.38K +174 +2%
EWA
215
EverSource Wealth Advisors
Alabama
$444K
BH
216
Burk Holdings
Oklahoma
$438K +$33.5K +695 +8%
Citadel Advisors
217
Citadel Advisors
Florida
$435K +$435K +9,024 New
BI
218
Beckerman Institutional
New Jersey
$427K -$1.01K -21 -0.2%
Morgan Stanley
219
Morgan Stanley
New York
$423K -$48 -1 -0%
LCWP
220
Legacy Capital Wealth Partners
Arkansas
$414K +$819 +17 +0.2%
FPAS
221
Focus Partners Advisor Solutions
Missouri
$405K -$39.6M -822,317 -99%
KRW
222
Kaufman Rossin Wealth
Florida
$383K +$383K +7,947 New
ACA
223
Aptus Capital Advisors
Alabama
$379K -$2.55K -53 -0.7%
OA
224
Oceanside Advisors
South Carolina
$377K +$35.6K +738 +10%
PWP
225
Ponta Wealth Partners
Florida
$377K +$377K +7,827 New