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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
751
ProVise Management Group
Florida
$612K +$6.14K +82 +1%
AIS
752
American Investment Services
Massachusetts
$608K -$76.7K -1,025 -11%
RPG
753
Resource Planning Group
Georgia
$606K -$101K -1,352 -14%
BAWC
754
Boyce & Associates Wealth Consulting
Texas
$606K -$83.3K -1,113 -12%
RB
755
Rodgers Brothers
Pennsylvania
$606K – – –
LFG
756
Larson Financial Group
Missouri
$605K -$20.2K -270 -3%
CA
757
Claro Advisors
Massachusetts
$600K – – –
SAS
758
SMI Advisory Services
Indiana
$598K -$246K -3,289 -28%
DBRC
759
D.B. Root & Company
Pennsylvania
$593K -$495K -6,619 -44%
LFG
760
Lockerman Financial Group
California
$589K +$212K +2,828 +52%
Bank Julius Baer & Co
761
Bank Julius Baer & Co
Switzerland
$587K -$9.88K -132 -2%
CRWM
762
Castle Rock Wealth Management
California
$583K +$26.9K +359 +5%
LL
763
LPWM LLC
Minnesota
$583K +$360K +4,813 +143%
WIC
764
Woodmont Investment Counsel
Tennessee
$582K -$397K -5,302 -39%
BIA
765
Barry Investment Advisors
Massachusetts
$581K -$66.7K -891 -10%
SP
766
Successful Portfolios
Florida
$580K – – –
MPIA
767
Mountain Pacific Investment Advisers
Idaho
$574K – – –
BBNB
768
Baker Boyer National Bank
Washington
$561K – – –
UFA
769
US Financial Advisors
Massachusetts
$561K – – –
Fidelity Investments
770
Fidelity Investments
Massachusetts
$561K +$20.7K +276 +4%
TFM
771
TFC Financial Management
Massachusetts
$547K – – –
LFASL
772
Lugano Financial Advisors SA (LFA)
Switzerland
$546K – – –
WWM
773
Wiser Wealth Management
Georgia
$544K -$186K -2,489 -25%
OR
774
Olympiad Research
Connecticut
$541K -$110K -1,468 -16%
TCA
775
Transcend Capital Advisors
New Jersey
$538K +$25K +334 +5%