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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
651
Realta Investment Advisors
Delaware
$329K -$153K -1,824 -32%
TFGT
652
TS Financial Group (TSFG)
Illinois
$329K +$53.4K +635 +19%
DI
653
Disciplined Investments
Oklahoma
$329K +$329K +3,919 New
BC
654
Burney Company
Virginia
$328K +$328K +3,907 New
GFS
655
GYL Financial Synergies
Connecticut
$325K
W
656
Wealthquest
Ohio
$324K -$45.1K -537 -12%
BL
657
BFSG LLC
California
$324K +$420 +5 +0.1%
EPP
658
ETF Portfolio Partners
Kansas
$323K +$21.2K +252 +7%
MAWCM
659
Mine & Arao Wealth Creation & Management
California
$323K +$324K +3,857 New
SHWM
660
Smith & Howard Wealth Management
Georgia
$321K
OIWM
661
OptiFour Integrated Wealth Management
Virginia
$315K
SAM
662
SignalPoint Asset Management
Missouri
$315K
VCM
663
Versant Capital Management
Arizona
$310K -$52K -618 -14%
T
664
TrueFG
Texas
$307K +$308K +3,658 New
SWP
665
Summit Wealth Partners
Florida
$302K +$303K +3,604 New
Fiera Capital (Canada)
666
Fiera Capital (Canada)
Quebec, Canada
$302K
SAM
667
Secure Asset Management
Michigan
$299K +$300K +3,567 New
RMA
668
Roffman Miller Associates
Pennsylvania
$298K -$47K -559 -14%
RFN
669
RDA Financial Network
Iowa
$297K +$293K +3,487 New
SXL
670
Summit X LLC
Missouri
$296K +$420 +5 +0.1%
RIA
671
Regal Investment Advisors
Michigan
$296K +$14.1K +168 +5%
BAM
672
Barrett Asset Management
New York
$295K -$3.19K -38 -1%
CAS
673
Cascadia Advisory Services
Oregon
$295K +$295K +3,514 New
MWM
674
Modera Wealth Management
New Jersey
$289K -$19.9K -237 -6%
CSM
675
CAMG Solamere Management
North Carolina
$288K -$11.8K -140 -4%