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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
726
Mitchell McLeod Pugh & Williams
Alabama
$689K +$723K +9,666 New
CT
727
Colonial Trust
South Carolina
$687K +$721K +9,633 New
SWP
728
Summit Wealth Partners
Florida
$676K +$117K +1,563 +20%
TMWM
729
Taylor & Morgan Wealth Management
Michigan
$673K -$72.4K -967 -9%
AIC
730
Archer Investment Corporation
Indiana
$672K +$58.9K +787 +9%
SFG
731
Sage Financial Group
Pennsylvania
$669K +$36.7K +491 +6%
TDWM
732
Topel & Distasi Wealth Management
California
$665K +$8.9K +119 +1%
SJIA
733
St. James Investment Advisors
New York
$664K -$110K -1,464 -14%
OC
734
Oppenheimer & Co
New York
$653K +$94.3K +1,260 +16%
SCG
735
Sonata Capital Group
Washington
$652K -$18K -240 -3%
BBW
736
Blue Barn Wealth
Utah
$652K +$16.2K +217 +2%
BS
737
Boenning & Scattergood
Pennsylvania
$651K -$20.6K -275 -3%
SA
738
Sunesis Advisors
Kansas
$640K +$672K +8,975 New
BL
739
Balentine LLC
Georgia
$639K -$194K -2,588 -22%
BFO
740
Boston Family Office
Massachusetts
$636K -$74.8K -1,000 -10%
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$636K -$61.8K -826 -8%
National Bank of Canada
742
National Bank of Canada
Quebec, Canada
$635K -$13.4M -178,748 -95%
MGIA
743
Moneta Group Investment Advisors
Missouri
$632K +$617K +8,240 +1,329%
FSG
744
Financial Strategies Group
Michigan
$626K -$54.9K -733 -8%
IAN
745
Integrated Advisors Network
Texas
$618K -$3.97K -53 -0.6%
SNBOSCI
746
Security National Bank of Sioux City Iowa
Iowa
$618K +$446K +5,965 +221%
RWM
747
RBA Wealth Management
California
$618K +$649K +8,667 New
MWM
748
Madison Wealth Management
Ohio
$616K – – –
PP
749
PrairieView Partners
Minnesota
$614K -$4.86K -65 -0.7%
OWM
750
Opes Wealth Management
California
$614K +$21.3K +285 +3%