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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
501
Financial Planning & Information Services
Wisconsin
$2.1M -$1.86M -24,451 -47%
JFG
502
JMG Financial Group
Illinois
$2.1M -$204K -2,685 -9%
S
503
Surevest
California
$2.09M -$892K -11,715 -30%
SF
504
Summit Financial
New Jersey
$2.04M +$139K +1,825 +7%
BFS
505
Beacon Financial Strategies
North Carolina
$2.04M -$6.27M -82,389 -75%
BWP
506
Baldwin Wealth Partners
Massachusetts
$2.02M -$147K -1,929 -7%
NEPWA
507
New England Private Wealth Advisors
Massachusetts
$2.01M -$304 -4 -0%
EWA
508
EP Wealth Advisors
California
$2M -$600K -7,884 -23%
Qube Research & Technologies (QRT)
509
Qube Research & Technologies (QRT)
United Kingdom
$2M +$2.02M +26,510 New
FWM
510
FSA Wealth Management
Massachusetts
$1.99M -$7.06M -92,703 -78%
HIGP
511
Hill Investment Group Partners
Missouri
$1.98M -$158K -2,070 -7%
MPCL
512
My Personal CFO LLC
Washington
$1.98M +$105K +1,377 +6%
CIA
513
Capital Investment Advisors
Georgia
$1.97M -$106K -1,394 -5%
FPB
514
First PREMIER Bank
South Dakota
$1.95M +$16K +210 +0.8%
NG
515
Northstar Group
New York
$1.95M -$225K -2,950 -10%
AWM
516
Avior Wealth Management
Nebraska
$1.95M -$593K -7,797 -23%
PA
517
Parallel Advisors
California
$1.91M -$407K -5,345 -17%
RJT
518
Raymond James Trust
Florida
$1.89M -$209K -2,749 -10%
SF
519
Synovus Financial
Georgia
$1.85M +$35.8K +471 +2%
SW
520
SVB Wealth
Massachusetts
$1.84M -$570K -7,486 -23%
AF
521
Advisornet Financial
Minnesota
$1.84M -$88M -1,156,351 -98%
AIA
522
Acute Investment Advisory
Arizona
$1.84M -$3.16M -41,527 -63%
BL
523
BFSG LLC
California
$1.84M +$208K +2,737 +13%
BF
524
Brooklyn FI
New York
$1.83M -$823K -10,810 -52%
ARC
525
Advisor Resource Council
Texas
$1.83M +$1.85M +24,306 New