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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Seldon Capital
California
$1.57M – – –
BFO
727
Boston Family Office
Massachusetts
$1.56M -$31.4K -433 -2%
PA
728
Parkside Advisors
California
$1.55M +$1.54M +21,286 New
TWA
729
TCI Wealth Advisors
Arizona
$1.54M +$506K +6,972 +49%
FI
730
Financial Insights
Washington
$1.54M -$137K -1,883 -8%
Luther King Capital Management (LKCM)
731
Luther King Capital Management (LKCM)
Texas
$1.54M – – –
GM
732
GeoWealth Management
Illinois
$1.53M -$851K -11,728 -36%
TC
733
Tenret Company
Florida
$1.53M +$39.3K +542 +3%
GC
734
Grimes & Company
Massachusetts
$1.52M -$151K -2,086 -9%
BIA
735
Bell Investment Advisors
California
$1.52M -$183K -2,526 -11%
GIA
736
Gladstone Institutional Advisory
Florida
$1.51M -$323K -4,444 -18%
LSA
737
Lion Street Advisors
Texas
$1.5M – – –
DC
738
Davenport & Co
Virginia
$1.5M +$43.9K +605 +3%
TPI
739
Trust Point Inc
Wisconsin
$1.5M -$190K -2,622 -11%
Empower Advisory Group
740
Empower Advisory Group
Colorado
$1.48M -$17.2M -236,891 -92%
AR
741
Apeiron RIA
Texas
$1.48M +$53.9K +743 +4%
HSA
742
HBK Sorce Advisory
Pennsylvania
$1.47M -$2.05M -28,214 -58%
KC
743
Kingfisher Capital
North Carolina
$1.47M -$50.3K -693 -3%
APP
744
Avantax Planning Partners
Iowa
$1.46M +$167K +2,299 +13%
HHRDM
745
H&H Retirement Design & Management
Nevada
$1.46M -$220K -3,026 -13%
CPWM
746
Cypress Point Wealth Management
Texas
$1.46M +$1.04M +14,321 +247%
SMA
747
Seven Mile Advisory
New Jersey
$1.46M +$73.8K +1,017 +5%
GFWA
748
Grey Fox Wealth Advisors
Delaware
$1.44M +$89.4K +1,232 +7%
WCWM
749
Willow Creek Wealth Management
California
$1.44M -$224K -3,085 -13%
FAT
750
First American Trust
California
$1.44M -$10M -138,328 -87%