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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
776
Beaird Harris Wealth Management
Texas
$749K +$752K +8,832 New
FF
777
Friedenthal Financial
New Jersey
$748K -$852 -10 -0.1%
PMG
778
ProVise Management Group
Florida
$746K -$7.24K -85 -1%
FPCP
779
Fort Point Capital Partners
California
$744K -$122K -1,428 -14%
SWM
780
SeaCrest Wealth Management
New York
$737K -$22.6K -265 -3%
MWM
781
Madison Wealth Management
Ohio
$734K
TWM
782
Titus Wealth Management
California
$731K -$21.7K -255 -3%
EVM
783
Eaton Vance Management
Massachusetts
$729K +$26.7K +313 +4%
RB
784
Rodgers Brothers
Pennsylvania
$720K +$724K +8,500 New
MAP
785
Milestone Advisory Partners
North Carolina
$716K +$12.8K +150 +2%
WP
786
WealthSource Partners
California
$715K -$415K -4,876 -37%
SC
787
SouthState Corp
Florida
$715K -$15.3K -180 -2%
SFS
788
Security Financial Services
Indiana
$711K +$715K +8,391 New
Bank Julius Baer & Co
789
Bank Julius Baer & Co
Switzerland
$709K +$128K +1,500 +22%
SNBOSD
790
Security National Bank of So Dak
Iowa
$703K -$33.1K -389 -4%
UBS AM
791
UBS AM
Illinois
$703K +$706K +8,292 New
BL
792
Balentine LLC
Georgia
$701K -$73.4K -862 -9%
CAN
793
Claraphi Advisory Network
United States
$700K +$62.1K +729 +10%
CM
794
Cornerstone Management
Georgia
$698K +$42K +493 +6%
BIA
795
Barry Investment Advisors
Massachusetts
$683K -$1.28K -15 -0.2%
WFS
796
Weitzel Financial Services
Iowa
$683K -$3.66K -43 -0.5%
CA
797
Claro Advisors
Massachusetts
$682K -$197K -2,314 -22%
Vanguard Personalized Indexing Management
798
Vanguard Personalized Indexing Management
California
$681K +$256 +3 +0%
PA
799
Procyon Advisors
Connecticut
$680K -$241K -2,834 -26%
KeyBank National Association
800
KeyBank National Association
Ohio
$677K -$74.9K -879 -10%