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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
976
Pioneer Wealth Management Group
Texas
$568K -$34.1K -483 -6%
AFO
977
Arrowroot Family Office
California
$566K -$74.5K -1,055 -12%
VFG
978
Victory Financial Group
Texas
$565K +$543K +7,686 New
MWM
979
Marion Wealth Management
Pennsylvania
$563K +$540K +7,654 New
IF
980
Intrua Financial
Texas
$563K +$540K +7,648 New
KNFPWM
981
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$560K +$538K +7,618 New
GLA
982
Good Life Advisors
Pennsylvania
$558K -$5.65M -80,092 -91%
ML
983
McAdam LLC
Pennsylvania
$556K +$17.3K +245 +3%
RCM
984
Rain Capital Management
Oregon
$554K -$824K -11,664 -61%
TFM
985
Trademark Financial Management
Minnesota
$552K +$530K +7,505 New
Bank Julius Baer & Co
986
Bank Julius Baer & Co
Switzerland
$552K -$6.5K -92 -1%
TPWA
987
Twin Peaks Wealth Advisors
California
$551K +$529K +7,498 New
Walleye Trading
988
Walleye Trading
New York
$546K +$524K +7,421 New
WFA
989
Woodward Financial Advisors
North Carolina
$543K -$297K -4,200 -36%
UWM
990
USAdvisors Wealth Management
Minnesota
$540K +$6.21K +88 +1%
OWM
991
OneAscent Wealth Management
Alabama
$540K +$281K +3,986 +119%
PO
992
Private Ocean
California
$540K -$27.4K -388 -5%
VP
993
Verum Partners
North Carolina
$539K +$36.3K +514 +8%
SVWAG
994
Sound View Wealth Advisors Group
Georgia
$537K +$20.3K +288 +4%
WP
995
WMS Partners
Maryland
$536K +$706 +10 +0.1%
SFS
996
Summit Financial Strategies
Ohio
$532K -$101K -1,432 -17%
FIM
997
Freedom Investment Management
Connecticut
$531K -$28.4K -402 -5%
OFS
998
Oldfather Financial Services
Nebraska
$531K +$84.8K +1,201 +20%
CI
999
Cordant Inc
Oregon
$529K +$301K +4,264 +146%
BC
1000
Barrett & Company
Rhode Island
$528K +$40K +567 +9%