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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
DWS
426
Discipline Wealth Solutions
South Carolina
$10.1M +$3.33M +45,313 +49%
BIAS
427
Beacon Investment Advisory Services
New Jersey
$9.92M +$236K +3,212 +2%
SWA
428
Shah Wealth Advisors
California
$9.91M +$9.9M +134,952 New
PBF
429
Petix & Botte Financial
California
$9.9M +$4.81M +65,490 +94%
IC
430
Inscription Capital
Texas
$9.87M -$689K -9,383 -7%
WAS
431
Wealth Advisory Solutions
Indiana
$9.85M +$1.22M +16,674 +14%
RIM
432
Ryan Investment Management
Colorado
$9.84M +$625K +8,512 +7%
GT
433
Glenview Trust
Kentucky
$9.73M -$148K -2,018 -1%
TFA
434
Tobias Financial Advisors
Florida
$9.71M -$161K -2,189 -2%
CIA
435
Concurrent Investment Advisors
Florida
$9.67M +$661K +9,003 +7%
MWM
436
Meritas Wealth Management
California
$9.64M +$1.37M +18,622 +17%
EWA
437
EverSource Wealth Advisors
Alabama
$9.63M -$103K -1,407 -1%
IC
438
IEQ Capital
California
$9.62M +$1.25K +17 +0%
RTC
439
Real Talk Capital
Tennessee
$9.62M +$639K +8,712 +7%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$9.58M +$90.4K +1,232 +0.9%
FIA
441
FPC Investment Advisory
California
$9.56M +$1.99M +27,056 +26%
BCA
442
Bernzott Capital Advisors
California
$9.46M +$2.55M +34,799 +37%
EP
443
Edgestream Partners
New Jersey
$9.36M +$9.36M +127,524 New
SF
444
Schuylkill Financial
Pennsylvania
$9.34M +$9.34M +127,247 New
MW
445
Members Wealth
Pennsylvania
$9.29M +$593K +8,078 +7%
ASN
446
Advisory Services Network
Georgia
$9.25M +$271K +3,697 +3%
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$9.2M -$9.5M -129,488 -51%
NA
448
Note Advisors
New York
$9.18M +$601K +8,187 +7%
TAM
449
Titleist Asset Management
Texas
$9.17M -$417K -5,681 -4%
W
450
WealthCollab
Washington
$9.16M +$183K +2,491 +2%