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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
776
Confluence Wealth Services
Pennsylvania
$630K +$1.55K +19 +0.2%
SEA
777
Stegent Equity Advisors
Texas
$627K +$644K +7,880 New
HWM
778
Hohimer Wealth Management
Washington
$625K -$121K -1,487 -16%
WFS
779
Weitzel Financial Services
Iowa
$622K -$19.9K -243 -3%
WPWM
780
Windward Private Wealth Management
Kansas
$618K +$138K +1,694 +28%
CRWM
781
Castle Rock Wealth Management
California
$613K -$682K -8,354 -51%
CAN
782
Claraphi Advisory Network
United States
$609K -$48.8K -597 -7%
LFASL
783
Lugano Financial Advisors SA (LFA)
Switzerland
$609K
EI
784
Ethic Inc
New York
$605K +$622K +7,609 New
RA
785
Rise Advisors
New York
$602K +$57.6K +705 +10%
TRCT
786
Tower Research Capital (TRC)
New York
$601K -$822K -10,061 -57%
LA
787
LexAurum Advisors
Kansas
$600K +$25.8K +316 +4%
AFS
788
Access Financial Services
Minnesota
$596K +$7.19K +88 +1%
WIP
789
WealthCare Investment Partners
Rhode Island
$595K +$152K +1,856 +32%
UWM
790
USAdvisors Wealth Management
Minnesota
$594K +$22.1K +270 +4%
BFG
791
Berger Financial Group
Minnesota
$593K +$37K +453 +6%
PCMC
792
Private Capital Management (Colorado)
Colorado
$592K +$293K +3,591 +93%
H
793
HoyleCohen
California
$587K +$134K +1,645 +29%
AWM
794
Atticus Wealth Management
Florida
$586K +$602K +7,372 New
CPIG
795
Chicago Partners Investment Group
Illinois
$584K -$3.81M -46,605 -86%
MPW
796
Monterey Private Wealth
California
$584K -$2.75M -33,685 -82%
RMA
797
Roffman Miller Associates
Pennsylvania
$582K +$245K +3,003 +70%
TWA
798
TCI Wealth Advisors
Arizona
$580K -$37K -453 -6%
PFA
799
Pathway Financial Advisors
Vermont
$580K +$595K +7,288 New
VCAM
800
Van Cleef Asset Management
Ohio
$577K -$25.3K -310 -4%