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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
926
Life Planning Partners
Florida
$1.15M -$17.7K -244 -2%
CT
927
Caldwell Trust
Florida
$1.15M +$3.42K +47 +0.3%
AIC
928
Archer Investment Corporation
Indiana
$1.14M -$115K -1,582 -9%
WAG
929
Wheelhouse Advisory Group
Missouri
$1.13M +$264K +3,633 +31%
WS
930
Wedbush Securities
California
$1.12M -$73.2K -1,006 -6%
GFWA
931
Grey Fox Wealth Advisors
Delaware
$1.12M -$16.3K -224 -1%
Thrivent Financial for Lutherans
932
Thrivent Financial for Lutherans
Minnesota
$1.11M +$367K +5,040 +50%
BWM
933
BCGM Wealth Management
Indiana
$1.11M +$11.6K +159 +1%
BAM
934
Belpointe Asset Management
Nevada
$1.11M +$492K +6,763 +82%
PWPS
935
Pinnacle Wealth Planning Services
Ohio
$1.1M +$106K +1,455 +11%
MAS
936
Meeder Advisory Services
Ohio
$1.1M -$18.4M -253,054 -94%
BEW
937
Burton Enright Welch
California
$1.1M -$149K -2,053 -12%
APC
938
Aspire Private Capital
North Carolina
$1.09M +$25.2K +346 +2%
BRWA
939
B. Riley Wealth Advisors
Florida
$1.09M +$1.07M +14,758 New
LRWA
940
Long Run Wealth Advisors
New York
$1.08M -$189K -2,599 -15%
BW
941
Blalock Williams
Alabama
$1.06M +$1.05M +14,444 New
MA
942
MONECO Advisors
Connecticut
$1.06M +$373K +5,128 +55%
DRP
943
Decker Retirement Planning
Utah
$1.06M +$32.8K +451 +3%
PWMG
944
Private Wealth Management Group
New Jersey
$1.06M -$21.5K -296 -2%
TIA
945
Traphagen Investment Advisors
New Jersey
$1.05M +$1.04M +14,294 New
HIP
946
HUB Investment Partners
Texas
$1.04M +$121K +1,667 +13%
RWM
947
Ruedi Wealth Management
Illinois
$1.04M +$21.6K +297 +2%
LWM
948
Lodestone Wealth Management
Washington
$1.03M -$79.3K -1,090 -7%
CFS
949
Coordinated Financial Services
Colorado
$1.03M +$49.9K +686 +5%
MWG
950
Martin Worley Group
Utah
$1.02M -$141K -1,938 -12%