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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1101
HUB Investment Partners
Texas
$811K -$500K -6,724 -38%
PA
1102
Procyon Advisors
Connecticut
$811K +$194K +2,608 +31%
AFP
1103
ATX Financial Planning
Texas
$807K +$811K +10,893 New
CMA
1104
Cedar Mountain Advisors
Oregon
$798K
AF
1105
Aldebaran Financial
$794K +$36.2K +487 +5%
VIP
1106
Viewpoint Investment Partners
Alberta, Canada
$791K +$795K +10,682 New
BFS
1107
BridgePort Financial Solutions
Iowa
$791K +$173K +2,318 +28%
BRWA
1108
B. Riley Wealth Advisors
Florida
$787K -$21.6K -290 -3%
SP
1109
Sequent Planning
Nebraska
$773K -$52.6K -707 -6%
DF
1110
DecisionPoint Financial
Arizona
$770K -$6.18K -83 -0.8%
CFP
1111
Catalyst Financial Partners
Massachusetts
$766K -$253K -3,395 -25%
KeyBank National Association
1112
KeyBank National Association
Ohio
$765K +$64.5K +867 +9%
SNBOSCI
1113
Security National Bank of Sioux City Iowa
Iowa
$761K +$2.08K +28 +0.3%
CAM
1114
Clark Asset Management
New Hampshire
$759K +$120K +1,609 +19%
WFS
1115
Widmann Financial Services
Maryland
$757K
FFP
1116
Forbes Financial Planning
Rhode Island
$756K -$4.68M -62,848 -86%
JSW
1117
Journey Strategic Wealth
New Jersey
$755K -$35.2K -473 -4%
LA
1118
Legacy Advisors
Pennsylvania
$755K -$45.2K -607 -6%
UFPG
1119
United Financial Planning Group
New York
$753K +$179K +2,405 +31%
CFG
1120
Citizens Financial Group
Rhode Island
$750K -$13.8K -185 -2%
EA
1121
Evolution Advisers
Virginia
$747K +$750K +10,072 +50,360%
LA
1122
Lifeworks Advisors
Michigan
$743K +$138K +1,856 +23%
KWA
1123
Kingswood Wealth Advisors
California
$741K -$109K -1,471 -13%
HAM
1124
Harmony Asset Management
Arizona
$740K +$222K +2,986 +43%
SCM
1125
SB Capital Management
California
$740K +$744K +9,992 New