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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
951
Householder Group Estate & Retirement Specialist
Arizona
$615K -$15.2K -210 -2%
CSPAM
952
Cary Street Partners Asset Management
Virginia
$611K +$260K +3,589 +74%
RIL
953
Rothschild Investment LLC
Illinois
$610K +$3.34K +46 +0.6%
AWM
954
Aries Wealth Management
Maine
$605K
WB
955
Webster Bank
Connecticut
$601K -$16.9K -233 -3%
CIA
956
Cape Investment Advisory
Georgia
$600K -$15.6K -215 -3%
CSWM
957
Cassady Schiller Wealth Management
Ohio
$599K
H
958
HoyleCohen
California
$599K +$188K +2,595 +46%
MWM
959
Marion Wealth Management
Pennsylvania
$598K +$42.5K +586 +8%
MCC
960
Money Concepts Capital
Florida
$598K +$173K +2,381 +41%
NFA
961
Northwest Financial Advisors
Virginia
$598K +$130K +1,795 +28%
SFP
962
Sandbox Financial Partners
Maryland
$597K +$300K +4,136 +101%
AFO
963
Arrowroot Family Office
California
$593K +$34.1K +470 +6%
PP
964
Patron Partners
Texas
$591K -$202K -2,790 -26%
KMWM
965
Keudell/Morrison Wealth Management
Oregon
$587K -$130K -1,788 -18%
OWM
966
Opes Wealth Management
California
$585K +$194K +2,675 +50%
JIC
967
Joel Isaacson & Co
New York
$585K +$10K +138 +2%
RPA
968
Rock Point Advisors
Vermont
$584K +$10.9K +150 +2%
HIP
969
HUB Investment Partners
Texas
$582K -$2.25K -31 -0.4%
HH
970
Hilltop Holdings
Texas
$580K -$49.5K -682 -8%
CSIA
971
Conrad Siegel Investment Advisors
Pennsylvania
$579K -$151K -2,077 -21%
KWMG
972
King Wealth Management Group
Florida
$578K -$17K -234 -3%
OWA
973
Opal Wealth Advisors
New York
$575K +$325K +4,485 +130%
SIA
974
Schechter Investment Advisors
Michigan
$573K +$197K +2,714 +52%
SIG
975
Stonegate Investment Group
Alabama
$572K +$572K +7,876 New