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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1026
Fingerlakes Wealth Management
New York
$247K +$3.43K +42 +1%
W
1027
WealthOne
New York
$245K +$251K +3,076 New
TPA
1028
Trivium Point Advisory
Connecticut
$243K -$22.3K -273 -8%
UL
1029
Unionview LLC
Washington
$243K – – –
ZIM
1030
Zacks Investment Management
Illinois
$243K – – –
MAM
1031
Madison Asset Management
Wisconsin
$241K -$3.35K -41 -1%
TFA
1032
Transamerica Financial Advisors
Florida
$240K -$64.5K -789 -21%
BSWM
1033
Boston Standard Wealth Management
Massachusetts
$240K +$9.15K +112 +4%
WJA
1034
Willis Johnson & Associates
Texas
$240K +$246K +3,016 New
AP
1035
Adero Partners
California
$239K +$245K +3,000 New
IGGA
1036
Iron Gate Global Advisors
Utah
$236K +$82 +1 +0%
JFGIW
1037
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K +$83.2K +1,019 +52%
SWM
1038
SFG Wealth Management
Maryland
$234K -$2.04K -25 -0.8%
ACM
1039
Alpha Capital Management
Texas
$233K +$20.3K +249 +9%
PIP
1040
Peachtree Investment Partners
Florida
$232K – – –
RCAG
1041
Rehmann Capital Advisory Group
Michigan
$232K +$238K +2,911 New
IIC
1042
Ironwood Investment Counsel
Arizona
$231K -$69.4K -850 -23%
KF
1043
Krilogy Financial
Missouri
$230K -$8.99K -110 -4%
FA
1044
Fountainhead AM
New Jersey
$228K -$509K -6,227 -69%
MWM
1045
Meridian Wealth Management
Kentucky
$227K -$22.1K -271 -9%
FWIA
1046
Fort Washington Investment Advisors
Ohio
$227K – – –
ST
1047
Sentinel Trust
Texas
$227K – – –
PWM
1048
Paulson Wealth Management
Illinois
$226K -$155K -1,897 -40%
P
1049
&Partners
Tennessee
$226K +$232K +2,842 New
BCM
1050
Bienville Capital Management
New York
$224K +$230K +2,820 New