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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
251
Deutsche Bank
Germany
$11M +$526K +7,346 +5%
RBC
252
Roble Belko & Company
Pennsylvania
$10.9M +$10.9M +152,338 New
IC
253
Inscription Capital
Texas
$10.9M +$9.81K +137 +0.1%
IWC
254
Integrated Wealth Concepts
Massachusetts
$10.9M -$216K -3,009 -2%
FMP
255
Financial Management Professionals
Texas
$10.8M -$3.74M -52,167 -26%
FWP
256
Falcon Wealth Planning
California
$10.7M +$1.96M +27,388 +23%
MWM
257
Magnolia Wealth Management
Alabama
$10.7M +$10.6M +148,600 New
SXL
258
Summit X LLC
Missouri
$10.5M +$2.61M +36,394 +35%
TPCW
259
TD Private Client Wealth
New York
$10.5M -$2.46M -34,366 -19%
MAS
260
Meeder Advisory Services
Ohio
$10.5M +$10.5M +146,564 New
LFAS
261
Level Four Advisory Services
Texas
$10.4M -$2.26M -31,577 -18%
CIAS
262
CBIZ Investment Advisory Services
Ohio
$10.4M +$10.4M +145,081 New
NCG
263
Newport Capital Group
New Jersey
$10.3M -$9.84M -137,328 -49%
SWM
264
Spire Wealth Management
Virginia
$10.3M +$8.89M +124,071 +647%
LFA
265
Landmark Financial Advisors
Kentucky
$10.2M -$21.7K -303 -0.2%
CGH
266
CMG Global Holdings
Texas
$10.2M +$7.77M +108,527 +325%
BSSFA
267
Baron Silver Stevens Financial Advisors
Florida
$10.2M +$1.6M +22,293 +19%
PA
268
PFG Advisors
Arizona
$10.2M +$2.52M +35,160 +33%
MM
269
Main Management
California
$10.2M +$9.86M +137,582 +3,628%
AI
270
Atria Investments
North Carolina
$9.91M -$1.96M -27,322 -17%
WLIM
271
White Lighthouse Investment Management
Massachusetts
$9.78M +$891K +12,437 +10%
MFA
272
Mayflower Financial Advisors
Massachusetts
$9.63M +$2.01M +28,044 +26%
PCA
273
Personal Capital Advisors
California
$9.59M +$7.58M +105,767 +382%
NEWAS
274
N.E.W. Advisory Services
Wisconsin
$9.57M +$170K +2,367 +2%
SRC
275
Shufro Rose & Co
New York
$9.46M +$5.95M +83,030 +171%