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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
226
BlueSky Wealth Advisors
North Carolina
$11.2M +$114K +1,527 +1%
BSSFA
227
Baron Silver Stevens Financial Advisors
Florida
$11.2M +$995K +13,296 +13%
HPWM
228
Highland Private Wealth Management
Washington
$11.2M +$11.5M +153,611 +4,849%
SIA
229
Sovereign Investment Advisors
Arizona
$11.1M +$59.2K +791 +0.5%
AWA
230
Aletheian Wealth Advisors
Washington
$11M +$408K +5,458 +4%
IWC
231
Integrated Wealth Concepts
Massachusetts
$11M -$566K -7,558 -5%
OIA
232
OneDigital Investment Advisors
Kansas
$10.9M -$167K -2,237 -1%
MWP
233
Moller Wealth Partners
$10.9M -$55.8K -745 -0.5%
IC
234
Inscription Capital
Texas
$10.8M -$457K -6,104 -4%
ZF
235
Zhang Financial
Michigan
$10.8M +$3.26M +43,507 +40%
BOH
236
Bank of Hawaii
Hawaii
$10.8M -$1.68M -22,396 -13%
CIM
237
Cambria Investment Management
California
$10.5M +$3.65M +48,800 +50%
Lido Advisors
238
Lido Advisors
California
$10.4M +$725K +9,688 +7%
Deutsche Bank
239
Deutsche Bank
Germany
$10.4M +$35.5K +475 +0.3%
MAM
240
Meeder Asset Management
Ohio
$10.3M +$226K +3,019 +2%
LIM
241
Leavell Investment Management
Alabama
$10.3M -$973K -13,005 -8%
FAIM
242
Financial Advocates Investment Management
Washington
$10.2M -$591K -7,897 -5%
LFA
243
Landmark Financial Advisors
Kentucky
$10.2M -$803K -10,728 -7%
AIMC
244
Alley Investment Management Company
Illinois
$10.2M -$1.78M -23,788 -14%
VAS
245
Vestmark Advisory Solutions
Massachusetts
$10M +$4.75M +63,418 +82%
MG
246
McCutchen Group
Washington
$10M +$4.04K +54 +0%
MG
247
Mather Group
Illinois
$9.87M -$3.28M -43,876 -24%
Thrivent Financial for Lutherans
248
Thrivent Financial for Lutherans
Minnesota
$9.78M -$101K -1,343 -1%
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$9.67M +$155K +2,068 +2%
JWA
250
JFS Wealth Advisors
Pennsylvania
$9.63M +$130K +1,742 +1%