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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$20M +$2.75M +38,436 +16%
AFA
227
AllGen Financial Advisors
Florida
$19.9M +$19.8M +276,098 New
SA
228
SAM Advisors
California
$19.7M +$429K +5,996 +2%
TF
229
Tenon Financial
New Jersey
$19.7M +$122K +1,709 +0.6%
BSSFA
230
Baron Silver Stevens Financial Advisors
Florida
$19.6M +$459K +6,406 +2%
NAS
231
Nicolet Advisory Services
Wisconsin
$19.4M -$34.5M -481,828 -64%
FCC
232
Flower City Capital
New York
$19.4M -$2.04M -28,505 -10%
VWA
233
Visionary Wealth Advisors
Illinois
$19.1M -$801K -11,181 -4%
PS
234
Principal Securities
Iowa
$18.9M +$920K +12,849 +5%
NSIM
235
North Star Investment Management
Illinois
$18.9M -$101K -1,413 -0.5%
MWM
236
McNaughton Wealth Management
California
$18.3M +$1.22M +16,972 +7%
RPWA
237
Regent Peak Wealth Advisors
Georgia
$18.2M +$3.99M +55,671 +28%
PA
238
Pinnacle Associates
New York
$17.9M +$1.08M +15,136 +6%
TWP
239
Triad Wealth Partners
Kansas
$17.6M +$2.76M +38,488 +19%
PBF
240
Petix & Botte Financial
California
$17.5M +$7.92M +110,571 +83%
AWA
241
Aletheian Wealth Advisors
Washington
$17.3M +$638K +8,915 +4%
SPIA
242
Steward Partners Investment Advisory
New York
$17.2M +$3.31M +46,206 +24%
MAS
243
Meeder Advisory Services
Ohio
$17.1M +$3.82M +53,309 +29%
NEWAS
244
N.E.W. Advisory Services
Wisconsin
$17M +$1.28M +17,863 +8%
Barclays
245
Barclays
United Kingdom
$16.9M
JWA
246
JFS Wealth Advisors
Pennsylvania
$16.7M +$532K +7,430 +3%
PCM
247
Penserra Capital Management
California
$16.5M -$369K -5,148 -2%
ATI
248
Act Two Investors
California
$16.4M +$1.11M +15,525 +7%
WLIM
249
White Lighthouse Investment Management
Massachusetts
$16.3M +$1.67M +23,269 +11%
VAG
250
Vannoy Advisory Group
Texas
$16M +$548K +7,651 +4%