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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
851
Institutional & Family Asset Management
Colorado
$346K -$32.8K -385 -9%
SA
852
Sunesis Advisors
Kansas
$346K
NCM
853
Northwest Capital Management
Oregon
$345K +$87.1K +1,021 +35%
CRI
854
Colonial River Investments
Virginia
$345K +$103K +1,212 +43%
SDWIA
855
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$344K
CAS
856
Cascadia Advisory Services
Oregon
$344K +$19.2K +225 +6%
GFS
857
GYL Financial Synergies
Connecticut
$343K +$9.98K +117 +3%
AWM
858
Aprio Wealth Management
Georgia
$343K +$340K +3,990 New
MAFM
859
Mid Atlantic Financial Management
Pennsylvania
$339K -$9.47K -111 -3%
AF
860
Alerus Financial
North Dakota
$337K -$87.7K -1,028 -21%
SWP
861
Summit Wealth Partners
Florida
$333K -$1.88K -22 -0.6%
TFS
862
TrustCore Financial Services
Tennessee
$332K +$21.4K +251 +7%
CA
863
Clearstead Advisors
Ohio
$326K
IRAG
864
Investment Research & Advisory Group
Georgia
$326K +$5.63K +66 +2%
TFA
865
Transamerica Financial Advisors
Florida
$323K +$12.4K +145 +4%
LWM
866
Liberty Wealth Management
California
$323K +$88.2K +1,034 +38%
SS
867
Sunbelt Securities
Texas
$322K -$41.3K -484 -11%
TTWM
868
TCV Trust & Wealth Management
Virginia
$321K -$26.4K -310 -8%
SEP
869
Southland Equity Partners
Missouri
$320K +$317K +3,720 New
RWM
870
Ritholtz Wealth Management
New York
$319K -$5.54K -65 -2%
VIP
871
Vantage Investment Partners
Missouri
$319K
GEA
872
Glen Eagle Advisors
New Jersey
$318K +$3.84K +45 +1%
AI
873
Accredited Investors
Minnesota
$317K +$103K +1,211 +49%
NL
874
Navalign LLC
California
$314K -$349K -4,093 -53%
ZIM
875
Zacks Investment Management
Illinois
$312K -$1.02K -12 -0.3%