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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
876
FSA Wealth Management
Massachusetts
$947K +$933K +12,604 New
CA
877
Claro Advisors
Massachusetts
$938K +$17.7K +239 +2%
WF
878
Welch & Forbes
Massachusetts
$929K +$418K +5,653 +84%
LWL
879
Leo Wealth LLC
Texas
$919K +$152K +2,057 +20%
AWA
880
Arete Wealth Advisors
Illinois
$919K -$76.7K -1,037 -8%
TPWA
881
Twin Peaks Wealth Advisors
California
$912K +$51.1K +690 +6%
HCP
882
Hardin Capital Partners
South Carolina
$911K -$12.3K -166 -1%
APWM
883
Argonautica Private Wealth Management
Massachusetts
$905K +$20.5K +277 +2%
PCMM
884
Piedmont Capital Management (Montana)
Montana
$903K -$6.51K -88 -0.7%
MW
885
Maia Wealth
Colorado
$902K +$424K +5,724 +87%
UCFA
886
United Capital Financial Advisors
Texas
$893K -$77.2K -1,043 -8%
DWP
887
Daymark Wealth Partners
Ohio
$892K -$17.7K -239 -2%
AIS
888
American Investment Services
Massachusetts
$891K +$17K +230 +2%
HIP
889
HUB Investment Partners
Texas
$891K +$300K +4,053 +52%
AF
890
Advisornet Financial
Minnesota
$886K +$80.1K +1,082 +10%
TCMP
891
Thrive Capital Management (Pennsylvania)
Pennsylvania
$886K +$40.7K +550 +5%
HI
892
Hendershot Investments
Virginia
$883K -$23.8K -322 -3%
GWANC
893
Guardian Wealth Advisors (North Carolina)
North Carolina
$882K -$51.8K -700 -6%
FW
894
Fairway Wealth
Ohio
$880K +$227K +3,064 +35%
EP
895
Edgestream Partners
New Jersey
$875K +$534K +7,215 +163%
FAT
896
First American Trust
California
$875K -$9.69K -131 -1%
RWM
897
Ruedi Wealth Management
Illinois
$869K +$12.7K +172 +2%
PJSIMP
898
P.J. Schmidt Investment Management (PJS)
Wisconsin
$868K +$29.9K +404 +4%
KeyBank National Association
899
KeyBank National Association
Ohio
$862K +$111K +1,503 +15%
IFWM
900
Institute for Wealth Management
Colorado
$849K -$7.77K -105 -0.9%