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Dimensional National Municipal Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Eric Malden Shearwater Capital LLC | 39,791 | $1.9M | $1.9M | -$5,891.99 | -0.31% |
 Dan Fitzgerald Pinnacle Financial Group LLC / IL | 6,230 | $298,915.4 | $296,859.5 | -$2,055.9 | -0.69% |
 Sam Sweitzer Anson Capital Inc. | 14,981 | $717,226.85 | $713,844.65 | -$3,382.2 | -0.47% |
 Robert Lucia Andrews, Lucia Wealth Management LLC | 10,779 | $521,002.97 | $513,619.35 | -$7,383.62 | -1.42% |
 Clint Dunn Beaird Harris Wealth Management LLC | 796,384 | $37.95M | $37.95M | $2,034.65 | 0.01% |
 Caroline Jankowski Operose Advisors LLC | 1 | $47.93 | $47.88 | -$0.05 | -0.1% |
 Jay Richards Investment Advisory Group LLC | 6,815 | $328,303.24 | $324,734.75 | -$3,568.49 | -1.09% |
 Samantha Pierangeli City State Bank | 1,039 | $49,633.6 | $49,508.35 | -$125.25 | -0.25% |
 W. Travis McKinney HB Wealth Management LLC | 55,830 | $2.65M | $2.66M | $10,508.94 | 0.4% |
 Jason Matthews Kfg Wealth Management LLC | 5,472 | $265,406.52 | $260,740.8 | -$4,665.72 | -1.76% |
 Scott Williams Investmark Advisory Group LLC | 22,255 | $1.08M | $1.07M | -$13,943.46 | -1.29% |
 Lincoln Bach Delap Wealth Advisory LLC | 13,999 | $672,745.13 | $667,052.35 | -$5,692.78 | -0.85% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 102,659 | $4.87M | $4.91M | $43,630.07 | 0.9% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 7,396 | $357,296.49 | $352,419.4 | -$4,877.09 | -1.36% |
 John DeMarco Trajan Wealth LLC | 4,505 | $217,749 | $215,699.4 | -$2,049.6 | -0.94% |
 CJ Harrison DecisionPoint Financial LLC | 9,344 | $453,277.46 | $445,241.6 | -$8,035.86 | -1.77% |
 Mark Mowrey Signature Resources Capital Management LLC | 33,547 | $1.6M | $1.6M | -$862.42 | -0.05% |
 Elizabeth Barrett Sterling Wealth Advisors Inc. | 19,508 | $932,543.15 | $929,556.2 | -$2,986.95 | -0.32% |
 Rebecca Sierp WPWealth LLP | 30,480 | $1.46M | $1.46M | -$3,154.8 | -0.22% |
 Bert D. Barre Colonial Trust Co. / SC | 6,375 | $305,315.97 | $305,075.62 | -$240.35 | -0.08% |
