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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
626
Wellesley Investment Partners
Massachusetts
$277K +$28.2K +336 +11%
CA
627
Capital Advantage
California
$277K +$275K +3,286 New
BWA
628
BlueSky Wealth Advisors
North Carolina
$276K -$18.4K -219 -6%
WAAG
629
Wealth Alliance Advisory Group
Kansas
$275K – – –
KA
630
Kovack Advisors
Florida
$275K +$273K +3,251 New
PC
631
Permanens Capital
New York
$274K +$62.9K +750 +30%
TFCP
632
Twin Focus Capital Partners
Massachusetts
$273K -$45K -537 -14%
SWM
633
SVA Wealth Management
Wisconsin
$271K – – –
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K -$753K -8,978 -74%
IWP
635
Icon Wealth Partners
Texas
$267K – – –
MMA
636
Miracle Mile Advisors
California
$265K +$263K +3,141 New
HPWM
637
Highland Private Wealth Management
Washington
$264K +$26.8K +320 +11%
CHP
638
Cable Hill Partners
Oregon
$263K -$12.6K -150 -5%
CC
639
Cedar Capital
Illinois
$263K +$261K +3,112 New
GCA
640
Gradient Capital Advisors
California
$262K – – –
NCM
641
New Capital Management
Texas
$261K +$1.76K +21 +0.7%
SS
642
Sunbelt Securities
Texas
$259K +$257K +3,066 New
3C
643
361 Capital
Colorado
$258K – – –
RCA
644
Rowland Carmichael Advisors
Arizona
$255K -$22.6K -270 -8%
FI
645
Financial Insights
Washington
$255K – – –
BW
646
Bison Wealth
Georgia
$251K – – –
MFS
647
McNamara Financial Services
Massachusetts
$249K -$103K -1,234 -29%
PWPS
648
Pinnacle Wealth Planning Services
Ohio
$248K -$189K -2,256 -43%
SWM
649
Sanctuary Wealth Management
Idaho
$247K -$4.44K -53 -2%
WP
650
WMS Partners
Maryland
$246K -$21K -250 -8%