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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$22.5M +$1.23M +16,606 +6%
TF
227
Tenon Financial
New Jersey
$22M +$1.47M +19,837 +7%
IFA
228
Index Fund Advisors
California
$21.7M +$551K +7,447 +3%
Fidelity Investments
229
Fidelity Investments
Massachusetts
$21.6M +$6.2M +83,736 +41%
PS
230
Principal Securities
Iowa
$21.3M +$1.56M +21,032 +8%
VWA
231
Visionary Wealth Advisors
Illinois
$21.2M +$1.26M +17,025 +6%
BSSFA
232
Baron Silver Stevens Financial Advisors
Florida
$21.1M +$649K +8,768 +3%
CTWM
233
Cherry Tree Wealth Management
Minnesota
$21.1M -$117K -1,586 -0.6%
SP
234
Symmetry Partners
Connecticut
$21.1M -$69M -931,900 -77%
CGH
235
CMG Global Holdings
Texas
$21M +$6.04M +81,576 +41%
XF
236
XML Financial
Maryland
$20.8M +$4.12M +55,731 +25%
FA
237
FDx Advisors
Illinois
$20.5M -$1.77M -23,964 -8%
NAS
238
Nicolet Advisory Services
Wisconsin
$20.5M +$518K +6,996 +3%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$20.5M -$828K -11,190 -4%
SWA
240
Sightline Wealth Advisors
Connecticut
$20.4M +$6.03M +81,499 +43%
NEWAS
241
N.E.W. Advisory Services
Wisconsin
$20.1M +$2.37M +32,036 +14%
NIM
242
NEOS Investment Management
Connecticut
$20.1M +$14.1M +190,114 +244%
PFM
243
Phillips Financial Management
Indiana
$20M -$1.8M -24,347 -8%
RPWA
244
Regent Peak Wealth Advisors
Georgia
$19.9M +$941K +12,720 +5%
AWA
245
Aletheian Wealth Advisors
Washington
$19.9M +$1.82M +24,545 +10%
PBF
246
Petix & Botte Financial
California
$19.8M +$1.46M +19,711 +8%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$19.7M -$3.65M -49,377 -16%
AWA
248
Acorn Wealth Advisors
Michigan
$19.5M +$3.79M +51,181 +25%
FCC
249
Flower City Capital
New York
$19.4M -$789K -10,657 -4%
MAS
250
Meeder Advisory Services
Ohio
$19.4M +$1.45M +19,632 +8%