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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
451
Keystone Financial Group (Kentucky)
Kentucky
$6.25M +$6.16M +83,177 New
GVAG
452
Great Valley Advisor Group
Delaware
$6.22M -$76.3K -1,031 -1%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$6.19M +$833K +11,250 +16%
MWA
454
Motive Wealth Advisors
Michigan
$6.19M
Legacy Financial Group (Iowa)
455
Legacy Financial Group (Iowa)
Iowa
$6.19M +$79.2K +1,070 +1%
W
456
WealthCollab
Washington
$6.03M +$128K +1,736 +2%
WTB
457
Washington Trust Bank
Washington
$6.01M -$984K -13,290 -14%
HW
458
Hamilton Wealth
California
$6.01M +$245K +3,305 +4%
CRI
459
Commonwealth Retirement Investments
Virginia
$6M +$654K +8,838 +12%
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$6M +$3.82M +51,628 +183%
SF
461
Symphony Financial
Texas
$5.97M +$684K +9,247 +13%
CFGS
462
Concourse Financial Group Securities
Alabama
$5.96M +$88.1K +1,191 +2%
LCM
463
Liberty Capital Management
Michigan
$5.88M +$377K +5,095 +7%
SI
464
Stephens Inc
Arkansas
$5.81M +$201K +2,716 +4%
PFS
465
Prospera Financial Services
Texas
$5.8M +$515K +6,962 +10%
TF
466
Trek Financial
Arizona
$5.8M +$41.4K +559 +0.7%
BF
467
Brooklyn FI
New York
$5.78M +$712K +9,623 +14%
RG
468
Rathbones Group
United Kingdom
$5.75M -$118K -1,599 -2%
MFA
469
Mayflower Financial Advisors
Massachusetts
$5.7M -$2.25M -30,363 -29%
PG
470
Proffitt & Goodson
Tennessee
$5.69M +$379K +5,126 +7%
RWIA
471
Roger Wittlin Investment Advisory
California
$5.69M +$281K +3,803 +5%
EFG
472
Elios Financial Group
Ohio
$5.68M +$5.59M +75,579 New
SCM
473
Saxony Capital Management
Missouri
$5.68M +$296K +3,999 +6%
CISOA
474
Capital Investment Services of America
Wisconsin
$5.63M -$53.7K -725 -1%
CCM
475
Coldstream Capital Management
Washington
$5.6M -$759K -10,263 -12%