We are live on ! Find out more
BND icon

Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BW
626
Bison Wealth
Georgia
$247K – – –
SWM
627
Sanctuary Wealth Management
Idaho
$247K +$36.4K +447 +18%
FAT
628
First American Trust
California
$245K +$241K +2,955 New
IFS
629
Ifrah Financial Services
Arkansas
$244K -$2.93K -36 -1%
WIP
630
Wellesley Investment Partners
Massachusetts
$244K +$32.9K +404 +16%
VCM
631
Vivaldi Capital Management
Illinois
$243K -$29.4K -361 -11%
CAC
632
Certified Advisory Corp
Florida
$243K +$70.1K +861 +42%
LFG
633
Larson Financial Group
Missouri
$240K -$1.39K -17 -0.6%
CNB
634
Camden National Bank
Maine
$238K -$17.1K -210 -7%
AF
635
Alerus Financial
North Dakota
$236K – – –
CWM
636
CCG Wealth Management
California
$235K – – –
HPWM
637
Highland Private Wealth Management
Washington
$233K -$358K -4,395 -61%
WAP
638
Wealthcare Advisory Partners
Pennsylvania
$233K +$73.4K +901 +47%
CWM
639
Connecticut Wealth Management
Connecticut
$232K +$20.3K +249 +10%
Truist Financial
640
Truist Financial
North Carolina
$228K – – –
CFG
641
Citizens Financial Group
Rhode Island
$226K +$216K +2,650 +3,630%
1IA
642
1834 Investment Advisors
Wisconsin
$225K +$221K +2,708 New
MWM
643
MorganRosel Wealth Management
Colorado
$220K +$216K +2,652 New
TPA
644
Trivium Point Advisory
Connecticut
$218K +$815 +10 +0.4%
SWP
645
Strategic Wealth Partners
Ohio
$217K +$19.9K +244 +10%
SCA
646
Spearhead Capital Advisors
Florida
$217K +$213K +2,616 New
MOS
647
MGO One Seven
Ohio
$216K – – –
PCM
648
Parsons Capital Management
Rhode Island
$216K – – –
BRWM
649
B. Riley Wealth Management
Tennessee
$213K +$209K +2,564 New
BDF
650
Balasa Dinverno & Foltz
$208K -$17.3K -212 -8%