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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BF
676
Brooklyn FI
New York
$1.23M +$1.24M +14,562 New
UF
677
Univest Financial
Pennsylvania
$1.23M +$603K +7,076 +95%
SSW
678
Stone Summit Wealth
Florida
$1.23M +$1.24M +14,560 New
BAM
679
Belpointe Asset Management
Nevada
$1.22M -$1.1M -12,894 -47%
MOS
680
MGO One Seven
Ohio
$1.22M +$65.5K +769 +6%
BAM
681
Baldrige Asset Management
Pennsylvania
$1.21M +$66.1K +776 +6%
OWM
682
Opes Wealth Management
California
$1.21M +$528K +6,201 +77%
EWA
683
EP Wealth Advisors
California
$1.21M +$54K +634 +5%
ACP
684
Aveo Capital Partners
Colorado
$1.2M -$15K -176 -1%
FANJ
685
Financial Architects (New Jersey)
New Jersey
$1.2M +$14.9K +175 +1%
NAM
686
NorthCrest Asset Manangement
Minnesota
$1.2M +$1.2M +14,125 New
ACM
687
AUA Capital Management
Pennsylvania
$1.2M +$24.9K +292 +2%
MPWT
688
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$14.3K +168 +1%
TWP
689
Total Wealth Planning
Ohio
$1.19M +$87.8K +1,031 +8%
BJL
690
Brighton Jones LLC
Washington
$1.19M +$47.5K +558 +4%
BWA
691
BlueSky Wealth Advisors
North Carolina
$1.18M +$1.19M +13,976 New
CFS
692
CRA Financial Services
New Jersey
$1.17M -$582K -6,837 -33%
FIA
693
Foundations Investment Advisors
Arizona
$1.17M -$1.24M -14,553 -51%
PWM
694
Penobscot Wealth Management
Maine
$1.15M +$36.5K +428 +3%
CFS
695
Cannon Financial Strategists
Georgia
$1.14M -$73.1K -858 -6%
BSA
696
Bull Street Advisors
Georgia
$1.14M +$59.1K +694 +5%
MSAM
697
Moloney Securities Asset Management
Missouri
$1.14M +$12.6K +148 +1%
RTL
698
Red Tortoise LLC
Georgia
$1.13M -$1.85M -21,709 -62%
BAM
699
BTS Asset Management
Massachusetts
$1.12M +$4.77M +56,032 +562%
EWM
700
Endowment Wealth Management
Wisconsin
$1.11M +$1.12M +13,137 New