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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
901
Freedom Investment Management
Connecticut
$278K +$6.82K +80 +3%
BAMG
902
Brand Asset Management Group
Missouri
$277K +$8.96K +105 +3%
VCM
903
Vivaldi Capital Management
Illinois
$276K +$50.2K +589 +23%
WDG
904
Wealth Dimensions Group
Ohio
$276K +$61.4K +720 +29%
BFS
905
Baskin Financial Services
Ontario, Canada
$274K +$272K +3,185 New
ACI
906
Alpha Cubed Investments
California
$270K -$137K -1,605 -34%
SCA
907
Stokes Capital Advisors
South Carolina
$270K +$23.7K +278 +10%
W
908
WealthOne
New York
$269K -$81K -950 -23%
ESB
909
Essex Savings Bank
Connecticut
$269K +$54.4K +638 +25%
IWP
910
Icon Wealth Partners
Texas
$268K -$17.1K -200 -6%
TF
911
TimeScale Financial
Massachusetts
$266K -$57.9K -679 -18%
SPIO
912
Seven Post Investment Office
California
$265K
AW
913
Avion Wealth
Texas
$264K -$3.16K -37 -1%
SWA
914
SOA Wealth Advisors
New York
$262K +$102K +1,190 +64%
PL
915
Plancorp LLC
Missouri
$260K +$13.2K +155 +5%
FFA
916
Founders Financial Alliance
North Carolina
$259K -$8.1K -95 -3%
WIA
917
Wealthstreet Investment Advisors
Texas
$258K -$3.83M -44,952 -94%
APA
918
Allegiant Private Advisors
Florida
$255K -$14.9K -175 -6%
KF
919
Krilogy Financial
Missouri
$255K +$16.9K +198 +7%
PIP
920
Peachtree Investment Partners
Florida
$251K -$172K -2,022 -41%
KM
921
Kalos Management
Georgia
$250K -$40.7K -477 -14%
JWM
922
Janiczek Wealth Management
Colorado
$250K
BPB
923
Badgley, Phelps & Bell
Washington
$249K +$38.6K +452 +18%
SNBOSD
924
Security National Bank of So Dak
Iowa
$248K -$891K -10,442 -78%
CSPAM
925
Cary Street Partners Asset Management
Virginia
$248K +$4.69K +55 +2%