We are live on ! Find out more
BND icon

Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
901
Burton Enright Welch
California
$845K -$151K -2,041 -15%
LW
902
Linscomb Wealth
Texas
$843K -$1.7K -23 -0.2%
HP
903
Holistic Planning
Texas
$836K +$824K +11,129 New
BC
904
Burney Company
Virginia
$835K +$46.5K +629 +6%
AFS
905
Annapolis Financial Services
Maryland
$834K -$135K -1,828 -14%
EP
906
EPIQ Partners
Minnesota
$833K +$821K +11,097 New
SFA
907
Sequoia Financial Advisors
Ohio
$831K -$26.5K -358 -3%
AAP
908
Arax Advisory Partners
Colorado
$830K +$715K +9,661 +698%
MAM
909
McCarthy Asset Management
California
$828K +$299K +4,047 +58%
CFO
910
Callan Family Office
Pennsylvania
$827K -$361K -4,873 -31%
ACM
911
AUA Capital Management
Pennsylvania
$827K -$4.14K -56 -0.5%
LA
912
Lifeworks Advisors
Michigan
$826K -$12.2K -165 -1%
OAS
913
Optivise Advisory Services
Tennessee
$826K -$3.48K -47 -0.4%
OFS
914
Oldfather Financial Services
Nebraska
$822K +$85.3K +1,152 +12%
SWM
915
SilverOak Wealth Management
Minnesota
$820K +$11.7K +158 +1%
CWP
916
Cyndeo Wealth Partners
Florida
$819K -$41.8K -565 -5%
SFP
917
Sandbox Financial Partners
Maryland
$815K +$191K +2,578 +31%
CMA
918
Cedar Mountain Advisors
Oregon
$809K +$797K +10,768 New
GFS
919
GYL Financial Synergies
Connecticut
$808K -$289K -3,901 -27%
JSW
920
Journey Strategic Wealth
New Jersey
$808K +$6.88K +93 +0.9%
SFG
921
Sage Financial Group
Pennsylvania
$803K +$12.4K +168 +2%
CSIA
922
Conrad Siegel Investment Advisors
Pennsylvania
$798K +$131K +1,767 +20%
SFG
923
Sovereign Financial Group
Connecticut
$796K -$5.77K -78 -0.7%
PFG
924
Pinnacle Financial Group
Illinois
$793K +$126K +1,698 +19%
RFP
925
RCS Financial Planning
Maryland
$790K +$666 +9 +0.1%