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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$627K +$622K +7,294 New
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$626K -$85 -1 -0%
JIP
728
JBJ Investment Partners
South Carolina
$624K +$619K +7,262 New
TWA
729
TCI Wealth Advisors
Arizona
$618K +$37.1K +435 +6%
SP
730
Successful Portfolios
Florida
$616K – – –
WPWM
731
Windward Private Wealth Management
Kansas
$615K +$33.1K +388 +6%
BFG
732
Berger Financial Group
Minnesota
$609K -$34.5K -404 -5%
CSIA
733
Charles Schwab Investment Advisory
California
$607K +$328K +3,841 +119%
PWA
734
Physician Wealth Advisors
Utah
$604K +$38K +445 +7%
SB
735
Simmons Bank
Arkansas
$604K +$89.9K +1,054 +18%
AFS
736
Access Financial Services
Minnesota
$601K -$1.49M -17,413 -71%
OMIC
737
Old Mission Investment Co
Michigan
$596K +$44.7K +524 +8%
SW
738
StrongBox Wealth
Missouri
$595K -$21.8K -256 -4%
KFI
739
Key Financial Inc
Pennsylvania
$593K – – –
BBNB
740
Baker Boyer National Bank
Washington
$592K +$671K +7,865 New
CAN
741
Claraphi Advisory Network
United States
$591K +$33.7K +395 +6%
PFBT
742
Parkside Financial Bank & Trust
Missouri
$591K +$58.4K +685 +11%
Bank Julius Baer & Co
743
Bank Julius Baer & Co
Switzerland
$589K -$171 -2 -0%
TLFA
744
True Link Financial Advisors
California
$586K -$22.3K -261 -4%
AWA
745
Arkadios Wealth Advisors
Georgia
$585K +$181K +2,125 +45%
UWM
746
USAdvisors Wealth Management
Minnesota
$584K +$4.01K +47 +0.7%
22CM
747
20/20 Capital Management
California
$582K +$14.9K +175 +3%
BS
748
Boenning & Scattergood
Pennsylvania
$581K +$42K +493 +8%
GWM
749
Gray Wealth Management
Maine
$580K -$115K -1,354 -17%
GT
750
Glenview Trust
Kentucky
$577K +$58.1K +681 +11%