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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
TF
226
Tenon Financial
New Jersey
$21.5M +$421K +5,757 +2%
QFPS
227
Quantum Financial Planning Services
Washington
$21.3M +$21.7M +296,511 New
FA
228
FDx Advisors
Illinois
$21.3M +$1.64M +22,463 +8%
PA
229
Pinnacle Associates
New York
$20.9M +$5.73M +78,307 +37%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$20.8M +$1.24M +16,974 +6%
AAS
231
Avantax Advisory Services
Texas
$20.6M -$942K -12,881 -4%
BA
232
BIP Alliance
Georgia
$20.3M +$20.7M +282,828 New
VWA
233
Visionary Wealth Advisors
Illinois
$20.3M +$3.73K +51 +0%
WLIM
234
White Lighthouse Investment Management
Massachusetts
$20.3M +$1.98M +27,026 +11%
CST
235
Charles Schwab Trust
Nevada
$20.2M +$6.56M +89,659 +47%
RPWA
236
Regent Peak Wealth Advisors
Georgia
$20.2M +$1.11M +15,150 +6%
BFS
237
Bare Financial Services
Pennsylvania
$20.1M +$2.02M +27,646 +11%
FTS
238
Fifth Third Securities
Ohio
$20.1M -$1.5M -20,486 -7%
CTWM
239
Cherry Tree Wealth Management
Minnesota
$20M -$138K -1,886 -0.7%
XF
240
XML Financial
Maryland
$20M +$16.5K +226 +0.1%
MFG
241
Marmo Financial Group
Tennessee
$19.9M +$2.2M +30,127 +12%
NAS
242
Nicolet Advisory Services
Wisconsin
$19.8M +$278K +3,798 +1%
FWM
243
Focused Wealth Management
New York
$19.7M -$4.11M -56,225 -17%
SPIA
244
Steward Partners Investment Advisory
New York
$19.7M +$1.9M +26,054 +11%
LA
245
LVW Advisors
New York
$19.5M +$19.8M +270,797 New
AWA
246
Aletheian Wealth Advisors
Washington
$19.3M +$297K +4,063 +2%
MAS
247
Meeder Advisory Services
Ohio
$19.3M +$752K +10,285 +4%
SFG
248
SNS Financial Group
Minnesota
$19.2M -$3.99M -54,507 -17%
SIA
249
Soltis Investment Advisors
Utah
$18.9M +$6.34M +86,678 +49%
MWM
250
McNaughton Wealth Management
California
$18.7M +$387K +5,289 +2%