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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$22.8M -$6.59M -90,780 -23%
BFS
227
Bare Financial Services
Pennsylvania
$22.4M +$1.78M +24,565 +9%
PA
228
Pinnacle Associates
New York
$22.3M +$971K +13,378 +5%
CAAS
229
Capital Asset Advisory Services
Michigan
$22.3M -$964K -13,280 -4%
Natixis Advisors
230
Natixis Advisors
Massachusetts
$22.2M +$927K +12,779 +4%
BA
231
BIP Alliance
Georgia
$22.1M +$1.36M +18,679 +7%
MWM
232
McNaughton Wealth Management
California
$22.1M +$2.98M +41,086 +16%
BSSFA
233
Baron Silver Stevens Financial Advisors
Florida
$22.1M -$232K -3,193 -1%
RPWA
234
Regent Peak Wealth Advisors
Georgia
$22.1M +$1.46M +20,059 +7%
WLIM
235
White Lighthouse Investment Management
Massachusetts
$22M +$1.25M +17,229 +6%
PMWMG
236
Parr McKnight Wealth Management Group
Minnesota
$21.8M -$11.9M -164,055 -36%
WA
237
Waverly Advisors
Alabama
$21.5M +$7.23M +99,688 +52%
AWM
238
Axxcess Wealth Management
California
$21.4M -$775K -10,676 -4%
AWA
239
Aletheian Wealth Advisors
Washington
$21.3M +$1.59M +21,909 +8%
FWM
240
Focused Wealth Management
New York
$21.3M +$1.2M +16,587 +6%
XF
241
XML Financial
Maryland
$21.2M +$786K +10,827 +4%
AAS
242
Avantax Advisory Services
Texas
$21M -$95K -1,309 -0.5%
FTS
243
Fifth Third Securities
Ohio
$20.9M +$375K +5,169 +2%
CTWM
244
Cherry Tree Wealth Management
Minnesota
$20.8M +$352K +4,844 +2%
VWA
245
Visionary Wealth Advisors
Illinois
$20.6M -$172K -2,368 -0.8%
FWM
246
Fonville Wealth Management
Virginia
$20.2M +$1.78M +24,580 +10%
AA
247
Atmos Advisory
Pennsylvania
$20M +$1.82M +25,094 +10%
MAS
248
Meeder Advisory Services
Ohio
$19.7M +$3.05K +42 +0%
KAS
249
Kestra Advisory Services
Texas
$19.6M -$62.4M -859,236 -76%
TF
250
Tompkins Financial
New York
$19.5M +$2.07M +28,584 +12%