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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
851
United Capital Financial Advisors
Texas
$932K -$102K -1,429 -10%
TDWM
852
Topel & Distasi Wealth Management
California
$925K +$32.5K +454 +4%
SIMC
853
Squire Investment Management Company
Utah
$925K +$151K +2,105 +20%
FA
854
FSA Advisors
Michigan
$914K -$44.2K -617 -5%
HWM
855
Hemington Wealth Management
Virginia
$914K -$130K -1,813 -12%
HCP
856
Hardin Capital Partners
South Carolina
$898K +$893K +12,463 New
GWANC
857
Guardian Wealth Advisors (North Carolina)
North Carolina
$897K
EFG
858
Everhart Financial Group
Ohio
$894K +$201K +2,801 +28%
PG
859
Prostatis Group
Maryland
$894K -$57.3K -800 -6%
SA
860
Strategic Advocates
Utah
$893K +$12.4K +173 +1%
GL
861
Graypoint LLC
New York
$887K -$71K -992 -7%
PCMM
862
Piedmont Capital Management (Montana)
Montana
$884K
CA
863
Claro Advisors
Massachusetts
$883K -$116K -1,621 -12%
DWP
864
Daymark Wealth Partners
Ohio
$873K +$576K +8,036 +197%
HI
865
Hendershot Investments
Virginia
$870K +$2.44K +34 +0.3%
CFS
866
Cannon Financial Strategists
Georgia
$860K +$7.16K +100 +0.8%
FAT
867
First American Trust
California
$848K -$573K -8,007 -40%
JRP
868
Jasper Ridge Partners
California
$848K
APWM
869
Argonautica Private Wealth Management
Massachusetts
$848K -$8.81K -123 -1%
VWM
870
Vivid Wealth Management
Iowa
$847K +$842K +11,760 New
FA
871
Financial Avengers
California
$846K +$61.4K +857 +8%
AIS
872
American Investment Services
Massachusetts
$839K +$74.5K +1,040 +10%
FCI
873
Financial Counselors Inc
Kansas
$831K -$386K -5,387 -32%
CWP
874
Cyndeo Wealth Partners
Florida
$827K +$201K +2,800 +32%
TPWA
875
Twin Peaks Wealth Advisors
California
$825K +$482K +6,728 +142%