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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
SouthState Corp
Florida
$736K -$44.9K -520 -6%
CAL
702
Capital Analysts LLC
Pennsylvania
$732K +$8.72K +101 +1%
EVM
703
Eaton Vance Management
Massachusetts
$709K +$194K +2,245 +37%
MAP
704
Milestone Advisory Partners
North Carolina
$709K +$410K +4,754 +134%
GSWM
705
Golden State Wealth Management
California
$697K -$6.3K -73 -0.9%
WFS
706
Weitzel Financial Services
Iowa
$694K -$57.7M -668,530 -99%
OWM
707
Opes Wealth Management
California
$692K +$288K +3,334 +70%
BIA
708
Barry Investment Advisors
Massachusetts
$690K +$2.33K +27 +0.3%
PPA
709
Parametric Portfolio Associates
Washington
$689K -$909K -10,533 -57%
BL
710
BFSG LLC
California
$687K +$694K +8,044 New
Vanguard Personalized Indexing Management
711
Vanguard Personalized Indexing Management
California
$686K +$86 +1 +0%
SSG
712
Summit Securities Group
New York
$684K
PP
713
Palladium Partners
Virginia
$684K +$691K +8,000 New
CHJWM
714
Carlton Hofferkamp & Jenks Wealth Management
Texas
$670K +$8.63K +100 +1%
LSA
715
Lion Street Advisors
Texas
$670K +$659K +7,636 +3,818%
WPWM
716
Windward Private Wealth Management
Kansas
$669K +$57.9K +671 +9%
MA
717
Mangham Associates
Virginia
$662K -$60K -695 -8%
CM
718
Cornerstone Management
Georgia
$661K +$13.9K +161 +2%
TWP
719
TFO Wealth Partners
Ohio
$653K -$230K -2,659 -26%
VCAM
720
Van Cleef Asset Management
Ohio
$646K
BWP
721
Bernardo Wealth Planning
Pennsylvania
$645K -$38.1K -441 -6%
CAN
722
Claraphi Advisory Network
United States
$643K +$55.4K +642 +9%
SAS
723
SMI Advisory Services
Indiana
$637K -$15.7K -182 -2%
UF
724
Univest Financial
Pennsylvania
$636K +$2.68K +31 +0.4%
AWA
725
Arkadios Wealth Advisors
Georgia
$635K +$52.8K +612 +9%