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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
776
Cerity Partners
New York
$536K -$6.1M -81,576 -92%
BFG
777
Berger Financial Group
Minnesota
$536K -$3.37K -45 -0.6%
RIA
778
Regal Investment Advisors
Michigan
$535K +$8.61K +115 +2%
CM
779
Cornerstone Management
Georgia
$532K -$67.6K -903 -11%
IAG
780
Investment Advisory Group
Massachusetts
$530K +$28.1K +375 +5%
CAN
781
Claraphi Advisory Network
United States
$526K -$65.6K -877 -11%
EC
782
Estate Counselors
Wisconsin
$522K +$374 +5 +0.1%
MCC
783
Money Concepts Capital
Florida
$522K +$12.2K +163 +2%
AFS
784
Access Financial Services
Minnesota
$518K +$3.29K +44 +0.6%
LWM
785
Liberty Wealth Management
California
$517K +$10.2K +136 +2%
PA
786
Procyon Advisors
Connecticut
$516K +$28.9K +386 +6%
TC
787
Trilogy Capital
California
$512K +$78.3K +1,046 +17%
WP
788
WMS Partners
Maryland
$509K -$61.5K -822 -10%
LA
789
LexAurum Advisors
Kansas
$509K -$25.2K -337 -5%
SQA
790
Simon Quick Advisors
New Jersey
$507K -$55.2K -737 -9%
RA
791
Rise Advisors
New York
$507K -$7.03K -94 -1%
SWM
792
SeaCrest Wealth Management
New York
$506K +$70.7K +945 +15%
CWC
793
Carolinas Wealth Consulting
North Carolina
$504K +$2.99K +40 +0.6%
Brown Advisory
794
Brown Advisory
Maryland
$499K +$64K +855 +14%
CWM
795
Congress Wealth Management
Massachusetts
$497K +$10K +134 +2%
C
796
CEDRUS
Colorado
$496K -$9.2K -123 -2%
CWS
797
Confluence Wealth Services
Pennsylvania
$496K -$107K -1,425 -17%
CCMD
798
Cypress Capital Management (Delaware)
Delaware
$495K -$251K -3,360 -33%
BFP
799
Briaud Financial Planning
Texas
$494K +$524K +7,008 New
KFI
800
Key Financial Inc
Pennsylvania
$493K -$90.3K -1,207 -15%