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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
901
Pacific Wealth Strategies Group
California
$734K +$16.5K +233 +2%
KMWM
902
Keudell/Morrison Wealth Management
Oregon
$726K -$39M -552,336 -98%
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$723K +$441K +6,244 +174%
OFG
904
Orcam Financial Group
California
$722K +$212 +3 +0%
EWA
905
EverSource Wealth Advisors
Alabama
$722K +$194K +2,747 +39%
TMWM
906
Taylor & Morgan Wealth Management
Michigan
$719K +$5.72K +81 +0.8%
BWP
907
Balboa Wealth Partners
Arizona
$718K -$51.8K -733 -7%
HBW
908
Hazlett, Burt & Watson
West Virginia
$716K +$9.53K +135 +1%
LWL
909
Leo Wealth LLC
Texas
$712K +$689K +9,763 New
SGWM
910
Sterling Group Wealth Management
California
$707K +$4.66K +66 +0.7%
KFP
911
Keener Financial Planning
Texas
$707K +$679K +9,618 New
SIMC
912
Squire Investment Management Company
Utah
$704K +$675K +9,566 New
MCM
913
MidAtlantic Capital Management
Virginia
$702K +$674K +9,550 New
HWA
914
HCR Wealth Advisors
California
$702K +$674K +9,541 New
SCG
915
Sonata Capital Group
Washington
$694K – – –
CT
916
Colonial Trust
South Carolina
$684K -$45.9K -650 -7%
CKAIS
917
Christensen King & Associates Investment Services
Washington
$681K +$653K +9,254 New
SB
918
Strategic Blueprint
Georgia
$678K -$463K -6,564 -42%
CCB
919
Country Club Bank
Missouri
$672K +$81.9K +1,160 +15%
DWT
920
Dorsey & Whitney Trust
South Dakota
$665K +$32.3K +457 +5%
PA
921
Pineridge Advisors
Missouri
$661K +$635K +8,990 New
RIA
922
Realta Investment Advisors
Delaware
$660K -$91.9K -1,302 -13%
BTI
923
Blue Trust Inc
Georgia
$659K +$243K +3,436 +57%
BBWP
924
Beacon Bridge Wealth Partners
Pennsylvania
$659K -$349K -4,941 -36%
MWM
925
Moulton Wealth Management
Washington
$657K -$2.82K -40 -0.4%