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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1151
Paulson Wealth Management
Illinois
$311K +$12K +168 +4%
CAG
1152
Crestwood Advisors Group
Massachusetts
$308K -$319K -4,461 -51%
RIA
1153
Regal Investment Advisors
Michigan
$307K -$55.9K -781 -15%
LWM
1154
Lakeridge Wealth Management
Ohio
$303K +$302K +4,211 New
MW
1155
Marcum Wealth
Ohio
$303K -$72K -1,005 -19%
PWP
1156
Perfromance Wealth Partners
Illinois
$298K -$830K -11,585 -74%
CBFP
1157
Cedar Brook Financial Partners
Ohio
$298K -$951K -13,285 -76%
VCA
1158
Verdence Capital Advisors
Maryland
$297K -$85.1K -1,188 -22%
PIM
1159
Penobscot Investment Management
Massachusetts
$294K – – –
SFP
1160
Sweet Financial Partners
Minnesota
$292K -$11.5K -160 -4%
First Manhattan
1161
First Manhattan
New York
$292K -$13.4K -187 -4%
FDCDDQ
1162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$291K +$21.1K +294 +8%
FPCP
1163
Fort Point Capital Partners
California
$291K -$93.5K -1,305 -24%
TSW
1164
Three Seasons Wealth
Utah
$291K +$289K +4,036 New
WAG
1165
Wheelhouse Advisory Group
Missouri
$290K +$289K +4,041 New
LL
1166
LPWM LLC
Minnesota
$289K -$30.7K -428 -10%
MFG
1167
MidWestOne Financial Group
Iowa
$288K – – –
MWM
1168
Mittelman Wealth Management
Massachusetts
$288K +$286K +4,000 New
MWM
1169
Melfa Wealth Management
Massachusetts
$286K +$358 +5 +0.1%
CA
1170
Centerpoint Advisors
Massachusetts
$286K +$284K +3,970 New
WH
1171
Whitcomb & Hess
Ohio
$286K +$6.8K +95 +2%
BONH
1172
Bank of New Hampshire
New Hampshire
$284K -$14.3K -200 -5%
GFA
1173
Gallagher Fiduciary Advisors
Illinois
$284K -$10.6K -148 -4%
WCP
1174
Wick Capital Partners
Pennsylvania
$283K +$281K +3,929 New
CNWM
1175
Clay Northam Wealth Management
California
$282K – – –