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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Darwin Wealth Management
Florida
$3.31M -$1.27M -14,269 -28%
Mariner Independent Advisor Network
352
Mariner Independent Advisor Network
Kansas
$3.28M +$405K +4,563 +14%
TI
353
tru Independence
Oregon
$3.25M +$3.27M +36,850 New
First Merchants Corp
354
First Merchants Corp
Indiana
$3.25M – – –
IHT Wealth Management
355
IHT Wealth Management
Illinois
$3.23M +$270K +3,044 +9%
OFW
356
Omnia Family Wealth
Florida
$3.22M – – –
CAAS
357
Capital Asset Advisory Services
Michigan
$3.21M +$546K +6,156 +20%
Prudential plc
358
Prudential plc
United Kingdom
$3.21M +$621K +7,000 +24%
GBBWRPM
359
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.21M +$818K +9,228 +34%
VanEck Associates
360
VanEck Associates
New York
$3.2M -$9.47M -106,777 -75%
RW
361
REDW Wealth
New Mexico
$3.16M +$328K +3,694 +12%
Tiedemann Advisors
362
Tiedemann Advisors
New York
$3.15M -$471K -5,312 -13%
SFG
363
StrategIQ Financial Group
Indiana
$3.13M -$326K -3,674 -9%
NEWAS
364
N.E.W. Advisory Services
Wisconsin
$3.1M +$661K +7,450 +27%
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$3.09M -$3.98M -44,921 -56%
SSG
366
Summit Securities Group
New York
$3.09M +$443K +5,000 +17%
RPG
367
Resource Planning Group
Georgia
$3.07M -$298K -3,366 -9%
NG
368
Northstar Group
New York
$3.04M +$138K +1,551 +5%
CA
369
Continuum Advisory
Idaho
$3.04M +$145K +1,632 +5%
IAIM
370
International Assets Investment Management
Florida
$2.93M -$675K -7,616 -19%
CLA (CliftonLarsonAllen) Wealth Advisors
371
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.91M -$19.8M -223,072 -87%
WPIC
372
White Pine Investment Company
Michigan
$2.9M +$73.6K +830 +3%
PB
373
Pinnacle Bancorp
Nebraska
$2.87M -$93.1K -1,050 -3%
Mercer Global Advisors
374
Mercer Global Advisors
Colorado
$2.86M -$237K -2,669 -8%
Wedbush Securities
375
Wedbush Securities
California
$2.79M +$246K +2,779 +10%