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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
226
Barclays
United Kingdom
$21.7M -$5.3M -72,483 -19%
AWM
227
Axxcess Wealth Management
California
$21.7M -$342K -4,683 -2%
TF
228
Tenon Financial
New Jersey
$21.5M +$421K +5,757 +2%
QFPS
229
Quantum Financial Planning Services
Washington
$21.3M +$21.7M +296,511 New
FA
230
FDx Advisors
Illinois
$21.3M +$1.64M +22,463 +8%
PA
231
Pinnacle Associates
New York
$20.9M +$5.73M +78,307 +37%
Natixis Advisors
232
Natixis Advisors
Massachusetts
$20.8M +$1.24M +16,974 +6%
AAS
233
Avantax Advisory Services
Texas
$20.6M -$942K -12,881 -4%
BA
234
BIP Alliance
Georgia
$20.3M +$20.7M +282,828 New
VWA
235
Visionary Wealth Advisors
Illinois
$20.3M +$3.73K +51 +0%
WLIM
236
White Lighthouse Investment Management
Massachusetts
$20.3M +$1.98M +27,026 +11%
CST
237
Charles Schwab Trust
Nevada
$20.2M +$6.56M +89,659 +47%
RPWA
238
Regent Peak Wealth Advisors
Georgia
$20.2M +$1.11M +15,150 +6%
BFS
239
Bare Financial Services
Pennsylvania
$20.1M +$2.02M +27,646 +11%
FTS
240
Fifth Third Securities
Ohio
$20.1M -$1.5M -20,486 -7%
CTWM
241
Cherry Tree Wealth Management
Minnesota
$20M -$138K -1,886 -0.7%
XF
242
XML Financial
Maryland
$20M +$16.5K +226 +0.1%
MFG
243
Marmo Financial Group
Tennessee
$19.9M +$2.2M +30,127 +12%
NAS
244
Nicolet Advisory Services
Wisconsin
$19.8M +$278K +3,798 +1%
FWM
245
Focused Wealth Management
New York
$19.7M -$4.11M -56,225 -17%
SPIA
246
Steward Partners Investment Advisory
New York
$19.7M +$1.9M +26,054 +11%
LA
247
LVW Advisors
New York
$19.5M +$19.8M +270,797 New
AWA
248
Aletheian Wealth Advisors
Washington
$19.3M +$297K +4,063 +2%
MAS
249
Meeder Advisory Services
Ohio
$19.3M +$752K +10,285 +4%
SFG
250
SNS Financial Group
Minnesota
$19.2M -$3.99M -54,507 -17%