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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
HI
526
Human Investing
Oregon
$3.8M +$99.8K +1,393 +3%
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$3.8M -$114K -1,591 -3%
FFP
528
Forbes Financial Planning
Rhode Island
$3.76M +$694K +9,687 +23%
EIG
529
Ellenbecker Investment Group
Wisconsin
$3.75M +$414K +5,781 +12%
DK
530
David Kennon
Florida
$3.71M -$229K -3,193 -6%
BWA
531
Bordeaux Wealth Advisors
California
$3.71M +$3.69M +51,499 New
WHCFA
532
William Howard & Co Financial Advisors
Tennessee
$3.69M +$36.5K +509 +1%
CWA
533
Clarus Wealth Advisors
Arizona
$3.69M +$232K +3,244 +7%
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$987K +13,783 +37%
KPP
535
Kings Path Partners
Texas
$3.65M +$3.63M +50,701 New
CGF
536
Constant Guidance Financial
Massachusetts
$3.63M +$2M +27,894 +122%
FPCG
537
Forum Private Client Group
Indiana
$3.63M +$275K +3,838 +8%
LWM
538
Lodestone Wealth Management
Washington
$3.63M -$95.7K -1,336 -3%
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$3.63M +$1.25M +17,448 +53%
CFP
540
Cascade Financial Partners
California
$3.61M -$147K -2,053 -4%
CMBA
541
C.M. Bidwell & Associates
Hawaii
$3.59M -$67.5K -942 -2%
RW
542
REDW Wealth
New Mexico
$3.57M -$370K -5,162 -9%
WWM
543
Wiser Wealth Management
Georgia
$3.56M +$3.21M +44,757 +955%
SF
544
Synovus Financial
Georgia
$3.52M +$480K +6,702 +16%
NFP
545
Narus Financial Partners
Utah
$3.51M +$226K +3,162 +7%
CWA
546
Consilio Wealth Advisors
Washington
$3.51M +$138K +1,933 +4%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$3.48M +$43K +600 +1%
Bank of Nova Scotia
548
Bank of Nova Scotia
Ontario, Canada
$3.47M
SFS
549
Sowell Financial Services
Arkansas
$3.47M +$328K +4,581 +11%
LNWTC
550
Laird Norton Wetherby Trust Company
Washington
$3.46M -$358 -5 -0%