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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1151
WMS Group
Louisiana
$708K
AOWM
1152
Asset One Wealth Management
Washington
$704K -$8.88K -121 -1%
EP
1153
Evelyn Partners
$702K +$702K +9,562 New
MWM
1154
Marion Wealth Management
Pennsylvania
$701K +$33.4K +455 +5%
HAG
1155
HighPoint Advisor Group
Illinois
$700K -$24.1K -328 -3%
CIS
1156
Continental Investors Services
Washington
$698K -$600K -8,171 -46%
FFP
1157
Forbes Financial Planning
Rhode Island
$698K -$61.2K -834 -8%
PWP
1158
Perfromance Wealth Partners
Illinois
$697K +$84.5K +1,151 +14%
VW
1159
Vantus Wealth
Pennsylvania
$697K +$696K +9,490 New
CI
1160
Cordant Inc
Oregon
$695K +$19.5K +266 +3%
EIP
1161
Ellis Investment Partners
Pennsylvania
$693K +$97.4K +1,327 +16%
RCAG
1162
Rehmann Capital Advisory Group
Michigan
$693K -$3.07M -41,869 -82%
BONH
1163
Bank of New Hampshire
New Hampshire
$690K +$3.23K +44 +0.5%
MA
1164
McGrath & Associates
North Carolina
$683K -$170K -2,318 -20%
RFS
1165
Richardson Financial Services
Massachusetts
$681K -$7.04K -96 -1%
SSWM
1166
Sheets Smith Wealth Management
North Carolina
$677K +$7.49K +102 +1%
NFP
1167
NorthLanding Financial Partners
New York
$676K +$239K +3,257 +55%
AIC
1168
Archer Investment Corporation
Indiana
$675K +$30.5K +415 +5%
FCA
1169
Fortis Capital Advisors
Kansas
$674K -$58.9K -802 -8%
FWP
1170
Falcon Wealth Planning
California
$670K +$133K +1,815 +25%
SIS
1171
Sound Income Strategies
Florida
$668K -$72.5K -988 -10%
TCWA
1172
Turtle Creek Wealth Advisors
Texas
$667K -$29.5K -402 -4%
CIS
1173
Connors Investor Services
Pennsylvania
$665K +$29K +395 +5%
SIM
1174
Sims Investment Management
Ohio
$664K -$44.4K -605 -6%
WF
1175
Wayfinding Financial
Washington
$662K +$222K +3,029 +51%