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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
TDWM
951
Topel & Distasi Wealth Management
California
$964K -$57.3K -790 -6%
PCMM
952
Piedmont Capital Management (Montana)
Montana
$963K -$2.54K -35 -0.3%
Crestwood Advisors Group
953
Crestwood Advisors Group
Massachusetts
$962K +$237K +3,260 +33%
MWA
954
Medallion Wealth Advisors
Connecticut
$961K -$98.3K -1,354 -9%
LWL
955
Leo Wealth LLC
Texas
$958K -$4.14K -57 -0.4%
PI
956
PFG Investments
New York
$955K -$154K -2,121 -14%
HM Payson & Co
957
HM Payson & Co
Maine
$954K -$133K -1,834 -12%
HIS
958
Horizon Investment Services
Indiana
$952K -$74.2K -1,022 -7%
SMC
959
Smith, Moore & Co
Missouri
$949K +$619K +8,528 +194%
FAI
960
Fiduciary Advisors Inc
Missouri
$945K +$25.8K +356 +3%
PWM
961
Power Wealth Management
Georgia
$945K -$427K -5,883 -31%
Equity Investment Corp
962
Equity Investment Corp
Georgia
$936K +$123K +1,693 +15%
LSA
963
Lion Street Advisors
Texas
$936K -$29K -399 -3%
BWIA
964
Bryant Woods Investment Advisors
New York
$935K +$5.73K +79 +0.6%
Kingswood Wealth Advisors
965
Kingswood Wealth Advisors
California
$935K -$449K -6,184 -33%
SIM
966
Sims Investment Management
Ohio
$935K +$530K +7,305 +135%
PJSIMP
967
P.J. Schmidt Investment Management (PJS)
Wisconsin
$933K +$145 +2 +0%
SWM
968
SilverOak Wealth Management
Minnesota
$931K -$2.25K -31 -0.2%
GPA
969
Garrison Point Advisors
California
$929K +$190K +2,618 +26%
CCFM
970
Clear Creek Financial Management
Washington
$929K -$536K -7,385 -37%
SDH
971
Sloy Dahl & Holst
Washington
$920K +$104K +1,439 +13%
TSW
972
Three Seasons Wealth
Utah
$919K +$294K +4,057 +48%
HUB Investment Partners
973
HUB Investment Partners
Texas
$914K +$34.3K +473 +4%
AWA
974
Arete Wealth Advisors
Illinois
$913K +$64.1K +883 +8%
Daymark Wealth Partners
975
Daymark Wealth Partners
Ohio
$913K +$396K +5,461 +78%