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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
MCFP
226
Mallini Complete Financial Planning
Florida
$23.8M -$86.7K -1,178 -0.4%
TF
227
Tenon Financial
New Jersey
$23.7M +$727K +9,871 +3%
RPWA
228
Regent Peak Wealth Advisors
Georgia
$23.6M +$23.4M +317,974 New
VWM
229
Vermillion Wealth Management
Minnesota
$23.6M +$1.02M +13,873 +5%
WLIM
230
White Lighthouse Investment Management
Massachusetts
$23.6M +$585K +7,943 +3%
WA
231
Waverly Advisors
Alabama
$23.1M +$718K +9,745 +3%
AF
232
Advisornet Financial
Minnesota
$23M +$7.38M +100,255 +48%
TF
233
Tompkins Financial
New York
$22.9M +$1.39M +18,832 +7%
BA
234
Bristlecone Advisors
Washington
$22.6M +$4.37M +59,381 +24%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$22.5M -$516K -7,003 -2%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$22.5M -$12M -163,351 -35%
AIP
237
Ameritas Investment Partners
Nebraska
$22.3M +$175K +2,372 +0.8%
AWA
238
Aletheian Wealth Advisors
Washington
$22.3M -$39.4K -535 -0.2%
FPWM
239
Five Pine Wealth Management
Idaho
$22M +$2.22M +30,117 +11%
GBFP
240
Golden Bell Financial Planning
Georgia
$21.9M +$2.87M +38,975 +15%
CAAS
241
Capital Asset Advisory Services
Michigan
$21.9M -$336K -4,557 -2%
FPAS
242
Focus Partners Advisor Solutions
Missouri
$21.7M +$7.44M +101,099 +53%
HPC
243
Hobart Private Capital
North Carolina
$21.6M -$3.81M -51,768 -15%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$21.5M +$2.31M +31,309 +12%
AWM
245
Axxcess Wealth Management
California
$20.9M -$354K -4,810 -2%
AA
246
Atmos Advisory
Pennsylvania
$20.9M +$596K +8,094 +3%
LRIA
247
Leonard Rickey Investment Advisors
Washington
$20.7M +$265K +3,605 +1%
SA
248
Sanctuary Advisors
Indiana
$20.5M +$1.22M +16,571 +6%
CTWM
249
Cherry Tree Wealth Management
Minnesota
$20M -$351K -4,762 -2%
VC
250
Veery Capital
Delaware
$20M +$1.15M +15,568 +6%