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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1051
Compass Financial Advisors
Indiana
$255K +$430 +6 +0.2%
1WA
1052
180 Wealth Advisors
Washington
$253K +$5.01K +70 +2%
SB
1053
Simmons Bank
Arkansas
$253K -$123K -1,717 -33%
NCM
1054
Northwest Capital Management
Oregon
$250K +$1.58K +22 +0.6%
GAA
1055
Global Assets Advisory
Florida
$250K -$5.73K -80 -2%
AI
1056
Accredited Investors
Minnesota
$250K -$2.24M -31,204 -90%
CIAS
1057
Capital Investment Advisory Services
North Carolina
$250K -$97.8K -1,365 -28%
VBWMG
1058
Von Berge Wealth Management Group
California
$248K +$240K +3,353 New
SW
1059
Simplicity Wealth
New Jersey
$248K +$247K +3,454 New
VNA
1060
Valley National Advisers
Pennsylvania
$247K -$28.4K -396 -11%
VWM
1061
Venturi Wealth Management
Texas
$246K – – –
AIP
1062
Almanack Investment Partners
Pennsylvania
$246K -$1.54M -21,437 -86%
PGWM
1063
Pitti Group Wealth Management
New York
$244K +$243K +3,397 New
AAM
1064
Autus Asset Management
Arizona
$243K +$14K +195 +6%
MWP
1065
Meridian Wealth Partners
Pennsylvania
$242K -$17.1K -239 -7%
SWIG
1066
Strategic Wealth Investment Group
Kentucky
$242K +$3.44K +48 +1%
DWT
1067
Dorsey & Whitney Trust
South Dakota
$242K +$241K +3,370 New
CSPAM
1068
Cary Street Partners Asset Management
Virginia
$240K +$73.3K +1,024 +44%
PF
1069
Parker Financial
Washington
$239K +$238K +3,320 New
OWM
1070
OneAscent Wealth Management
Alabama
$238K – – –
TBC
1071
Ted Buchan & Co
California
$238K +$237K +3,307 New
CNB
1072
Camden National Bank
Maine
$237K -$46.6K -650 -16%
SL
1073
SWMG LLC
Texas
$235K -$1.98M -27,634 -89%
IWA
1074
Inspirion Wealth Advisors
Illinois
$235K – – –
AFAS
1075
Acorn Financial Advisory Services
Virginia
$234K +$16K +224 +7%