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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WP
526
WealthSource Partners
California
$3.63M +$836K +11,845 +32%
GWM
527
GoalFusion Wealth Management
Texas
$3.62M +$361K +5,118 +12%
SWP
528
Summit Wealth Partners
Florida
$3.59M +$1.07M +15,105 +45%
AFP
529
Ausdal Financial Partners
Iowa
$3.59M +$205K +2,903 +6%
TWP
530
Total Wealth Planning
Ohio
$3.57M -$227K -3,222 -6%
SWM
531
Sanctuary Wealth Management
Idaho
$3.57M +$374K +5,292 +12%
HSA
532
HBK Sorce Advisory
Pennsylvania
$3.56M +$3.11M +44,003 +998%
CWM
533
Centurion Wealth Management
Virginia
$3.56M -$485K -6,864 -12%
CMBA
534
C.M. Bidwell & Associates
Hawaii
$3.52M +$441K +6,242 +15%
Thrivent Financial for Lutherans
535
Thrivent Financial for Lutherans
Minnesota
$3.52M -$4.42M -62,663 -57%
MPIA
536
Mountain Pacific Investment Advisers
Idaho
$3.47M +$602K +8,531 +22%
PTC
537
Private Trust Company
Ohio
$3.45M +$109K +1,543 +3%
AAS
538
Annex Advisory Services
Wisconsin
$3.45M +$3.31M +46,915 New
AUIM
539
Aegon USA Investment Management
Iowa
$3.44M -$4.36M -61,756 -57%
CWA
540
Clarus Wealth Advisors
Arizona
$3.43M +$3.34M +47,236 New
RCAG
541
Rehmann Capital Advisory Group
Michigan
$3.4M +$107K +1,519 +3%
HPWM
542
High Pines Wealth Management
Massachusetts
$3.4M -$293K -4,155 -8%
WWM
543
Western Wealth Management
Colorado
$3.35M +$643K +9,111 +25%
FRA
544
Frank Rimerman Advisors
California
$3.33M +$977K +13,838 +44%
GPI
545
General Partner Inc
Pennsylvania
$3.33M
CWA
546
Consilio Wealth Advisors
Washington
$3.26M +$38.3K +542 +1%
GAM
547
Gould Asset Management
California
$3.22M -$58.8K -833 -2%
CA
548
Cambridge Associates
Massachusetts
$3.18M -$959K -13,579 -24%
SCM
549
Sebold Capital Management
Illinois
$3.17M +$1.02M +14,438 +50%
SI
550
Stephens Inc
Arkansas
$3.17M -$1.01M -14,341 -25%