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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
826
Canvas Wealth Advisors
Kansas
$352K +$358K +4,149 New
AWS
827
AJ Wealth Strategies
New York
$349K -$11.5K -133 -3%
W
828
WealthOne
New York
$346K -$131K -1,519 -27%
CFA
829
CWS Financial Advisors
Michigan
$345K +$121K +1,399 +52%
ONB
830
Old National Bancorp
Indiana
$344K – – –
JFS
831
JD Financial Services
Pennsylvania
$343K -$156K -1,814 -31%
MAFM
832
Mid Atlantic Financial Management
Pennsylvania
$343K -$70.8K -821 -17%
TTWM
833
TCV Trust & Wealth Management
Virginia
$343K – – –
SA
834
Sunesis Advisors
Kansas
$341K – – –
BI
835
Blooom Inc
Kansas
$341K +$273K +3,169 New
SDWIA
836
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$339K – – –
WA
837
Wealth Alliance
New York
$336K -$116K -1,348 -25%
PCA
838
Personal Capital Advisors
California
$335K +$23K +267 +7%
Vanguard Personalized Indexing Management
839
Vanguard Personalized Indexing Management
California
$333K +$34.8K +403 +11%
SWP
840
Summit Wealth Partners
Florida
$330K +$604 +7 +0.2%
GFS
841
GYL Financial Synergies
Connecticut
$328K +$5.86K +68 +2%
T
842
TrueFG
Texas
$325K -$5.17K -60 -2%
CA
843
Clearstead Advisors
Ohio
$322K -$54.9K -637 -14%
TF
844
TimeScale Financial
Massachusetts
$320K -$24.8K -287 -7%
RWM
845
Ritholtz Wealth Management
New York
$320K +$1.55K +18 +0.5%
CAS
846
Cascadia Advisory Services
Oregon
$320K +$326K +3,783 New
GSWM
847
Golden State Wealth Management
California
$319K +$17.4K +202 +6%
PP
848
Patron Partners
Texas
$317K +$323K +3,749 New
CIAS
849
Capital Investment Advisory Services
North Carolina
$316K -$112K -1,303 -26%
IRAG
850
Investment Research & Advisory Group
Georgia
$316K – – –