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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
TMWM
926
Taylor & Morgan Wealth Management
Michigan
$685K -$2.44K -34 -0.4%
HH
927
Hilltop Holdings
Texas
$680K +$104K +1,455 +18%
BBW
928
Blue Barn Wealth
Utah
$677K +$200K +2,795 +42%
BSW
929
Buckingham Strategic Wealth
Missouri
$675K -$258K -3,597 -28%
UAG
930
United Advisor Group
Ohio
$672K -$91.9K -1,283 -12%
ACM
931
Absolute Capital Management
Pennsylvania
$662K -$645 -9 -0.1%
MPW
932
Monterey Private Wealth
California
$651K +$18K +252 +3%
CCM
933
Crew Capital Management
Ohio
$651K -$1.13M -15,718 -63%
NFG
934
Northeast Financial Group
Pennsylvania
$651K -$12.2K -170 -2%
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$648K +$448K +6,258 +229%
HBW
936
Hazlett, Burt & Watson
West Virginia
$647K +$7.3K +102 +1%
SCM
937
Shorepath Capital Management
Utah
$644K – – –
PFG
938
Pinnacle Financial Group
Illinois
$643K +$30.4K +424 +5%
CCWM
939
Cassaday & Co Wealth Management
Virginia
$642K +$342K +4,773 +115%
RWMH
940
Riverpoint Wealth Management Holdings
Illinois
$642K +$17.3K +242 +3%
NFA
941
Northwest Financial Advisors
Virginia
$641K +$47.8K +668 +8%
DCM
942
Driehaus Capital Management
Illinois
$640K +$24.9K +347 +4%
CSIA
943
Conrad Siegel Investment Advisors
Pennsylvania
$639K +$63.5K +886 +11%
CAAM
944
Cornerstone Advisors Asset Management
Pennsylvania
$636K – – –
BSA
945
Bull Street Advisors
Georgia
$630K -$59.4K -830 -9%
CW
946
CIC Wealth
Maryland
$628K +$13.2K +185 +2%
CT
947
Colonial Trust
South Carolina
$627K -$13.6K -190 -2%
FW
948
Fairway Wealth
Ohio
$623K +$115K +1,600 +23%
RMDI
949
R.M. Davis Inc
Maine
$623K +$84.1K +1,175 +16%
ETIA
950
Epic Trust Investment Advisors
Washington
$618K -$183K -2,549 -23%