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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SEA
976
Stegent Equity Advisors
Texas
$265K -$332K -4,368 -55%
OHWP
977
Oak Harbor Wealth Partners
North Carolina
$265K – – –
HSA
978
HBK Sorce Advisory
Pennsylvania
$262K -$141K -1,858 -35%
RTS
979
Round Table Services
New Jersey
$259K -$255K -3,351 -49%
MF
980
Montis Financial
Massachusetts
$259K – – –
ESB
981
Essex Savings Bank
Connecticut
$258K -$304 -4 -0.1%
PFG
982
Pinnacle Financial Group
Illinois
$257K -$53.3K -700 -17%
IA
983
IFG Advisors
Missouri
$255K -$7.61K -100 -3%
1WA
984
180 Wealth Advisors
Washington
$253K – – –
F
985
F3Logic
Minnesota
$252K -$134K -1,767 -35%
LL
986
LPWM LLC
Minnesota
$252K +$256K +3,365 New
CWS
987
Cypress Wealth Services
California
$251K -$105K -1,378 -29%
OWM
988
OneAscent Wealth Management
Alabama
$249K +$252K +3,307 New
WA
989
Waverly Advisors
Alabama
$248K +$2.36K +31 +1%
GT
990
Glenview Trust
Kentucky
$246K -$23.3K -306 -9%
IWA
991
Inspirion Wealth Advisors
Illinois
$246K -$21.1K -277 -8%
WAL
992
W Advisors LLC
Tennessee
$244K -$75.8K -996 -24%
HWA
993
Hillcrest Wealth Advisors
New Jersey
$244K – – –
PFPT
994
Pinnacle Financial Partners (Tennessee)
Tennessee
$244K +$226K +2,969 +1,100%
STA
995
Summit Trail Advisors
New York
$244K +$247K +3,241 New
CPO
996
Cerity Partners OCIO
New York
$243K -$22.5K -295 -8%
PWA
997
Pillar Wealth Advisors
Pennsylvania
$241K – – –
BFS
998
Baskin Financial Services
Ontario, Canada
$240K – – –
AAM
999
Autus Asset Management
Arizona
$239K +$4.19K +55 +2%
TTWM
1000
TCV Trust & Wealth Management
Virginia
$238K -$365K -4,791 -60%