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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Sanctuary Wealth Management
Idaho
$3.3M -$318K -4,250 -8%
SI
402
Stephens Inc
Arkansas
$3.3M -$9.38M -125,346 -73%
NWMG
403
National Wealth Management Group
Ohio
$3.29M +$853K +11,394 +33%
EWG
404
Executive Wealth Group
Washington
$3.29M -$74.5K -995 -2%
WAS
405
Wealth Advisory Solutions
Indiana
$3.27M -$215K -2,874 -6%
FPW
406
Flagship Private Wealth
Massachusetts
$3.24M +$27.5K +367 +0.8%
SPC
407
Sigma Planning Corp
Michigan
$3.19M +$299K +3,994 +10%
MLA
408
My Legacy Advisors
Oregon
$3.18M -$1.95M -26,015 -36%
SIA
409
Soltis Investment Advisors
Utah
$3.17M -$171K -2,285 -5%
TAS
410
TIFF Advisory Services
Pennsylvania
$3.16M – – –
FA
411
Fermata Advisors
California
$3.13M +$1.06M +14,168 +48%
PWP
412
Perfromance Wealth Partners
Illinois
$3.1M +$74.1K +990 +2%
MPCL
413
My Personal CFO LLC
Washington
$3.06M +$1.25M +16,742 +64%
NI
414
NYL Investors
New York
$3.03M +$67.3K +900 +2%
SFA
415
Source Financial Advisors
New York
$3.02M -$339K -4,525 -10%
GM
416
GeoWealth Management
Illinois
$3.01M -$541K -7,235 -15%
CCA
417
Cobblestone Capital Advisors
New York
$3.01M -$1.11M -14,811 -26%
PFS
418
Prospera Financial Services
Texas
$3M +$215K +2,873 +7%
AF
419
Apexium Financial
Texas
$2.99M +$2.44M +32,656 +352%
GGS
420
Galvin Gaustad & Stein
Arizona
$2.96M +$1.02M +13,643 +49%
HI
421
Harbour Investments
Wisconsin
$2.96M – – –
FPFS
422
First Personal Financial Services
North Carolina
$2.95M -$5.84K -78 -0.2%
ClearBridge Investments
423
ClearBridge Investments
New York
$2.93M -$104K -1,387 -3%
WHCI
424
W.H. Cornerstone Investments
Massachusetts
$2.93M +$3.1M +41,466 New
JWCA
425
J.W. Cole Advisors
Florida
$2.91M +$83.4K +1,114 +3%