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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CAAM
1126
Cornerstone Advisors Asset Management
Pennsylvania
$548K -$99.6K -1,373 -16%
CFA
1127
CWS Financial Advisors
Michigan
$546K -$9.8K -135 -2%
WJWM
1128
Williams Jones Wealth Management
New York
$543K +$110K +1,519 +26%
VP
1129
Verum Partners
North Carolina
$542K -$3.27K -45 -0.6%
KWM
1130
Kiker Wealth Management
Georgia
$541K -$16.7K -230 -3%
WF
1131
Wayfinding Financial
Washington
$541K +$535K +7,375 New
BP
1132
BWM Planning
Texas
$541K -$653 -9 -0.1%
DI
1133
Disciplined Investors
Texas
$540K +$133K +1,834 +33%
TA
1134
TPG Advisors
Illinois
$539K -$1.03M -14,228 -66%
WFS
1135
Weitzel Financial Services
Iowa
$539K +$5.44K +75 +1%
DWT
1136
Dorsey & Whitney Trust
South Dakota
$538K -$32.1K -442 -6%
RPA
1137
Redwood Park Advisors
California
$537K -$29.7K -409 -5%
SAS
1138
SMI Advisory Services
Indiana
$534K +$87.1K +1,200 +20%
JIC
1139
Joel Isaacson & Co
New York
$533K +$34.7K +478 +7%
FSC
1140
Full Sail Capital
Oklahoma
$527K +$14.4K +199 +3%
CFG
1141
Citizens Financial Group
Rhode Island
$523K +$291K +4,011 +129%
SB
1142
Strategic Blueprint
Georgia
$522K +$31.9K +439 +7%
CWC
1143
Carolinas Wealth Consulting
North Carolina
$521K +$3.19K +44 +0.6%
T
1144
TrueFG
Texas
$518K +$5.81K +80 +1%
FWP
1145
Falcon Wealth Planning
California
$517K +$511K +7,041 New
AF
1146
Aldebaran Financial
$516K +$94.4K +1,301 +23%
RB
1147
Rodgers Brothers
Pennsylvania
$514K – – –
PWP
1148
Perfromance Wealth Partners
Illinois
$513K +$207K +2,857 +69%
C
1149
Covestor
United Kingdom
$513K -$23.7K -327 -4%
KeyBank National Association
1150
KeyBank National Association
Ohio
$513K -$1.07M -14,751 -68%