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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
EE
1151
EWG Elevate
California
$524K +$170K +2,334 +49%
HIIFS
1152
Harel Insurance Investments & Financial Services
Israel
$524K +$68.9K +948 +15%
KFP
1153
Keener Financial Planning
Texas
$522K +$193K +2,650 +60%
AWM
1154
Abound Wealth Management
Tennessee
$521K +$34.2K +470 +7%
FI
1155
Financial Insights
Washington
$520K -$65.9K -906 -11%
RF
1156
Rossby Financial
Florida
$519K -$90.8K -1,248 -15%
AWM
1157
Accurate Wealth Management
Florida
$518K +$95.3K +1,311 +23%
AFS
1158
Access Financial Services
Minnesota
$516K -$54.4K -748 -10%
CCM
1159
Cloud Capital Management
Washington
$515K +$510K +7,010 New
T
1160
TrueFG
Texas
$514K -$4.8K -66 -0.9%
DWT
1161
Dorsey & Whitney Trust
South Dakota
$513K -$25.2K -347 -5%
NDBT
1162
North Dallas Bank & Trust
Texas
$512K +$505K +6,950 New
RWM
1163
Revisor Wealth Management
Ohio
$509K +$506K +6,963 New
SF
1164
SWP Financial
California
$508K +$502K +6,905 New
BC
1165
Barrett & Company
Rhode Island
$507K +$218 +3 +0%
APW
1166
Aurora Private Wealth
New Jersey
$504K +$290K +3,984 +139%
FSC
1167
Full Sail Capital
Oklahoma
$503K -$25.2K -346 -5%
AF
1168
Apollon Financial
South Carolina
$502K -$1.09K -15 -0.2%
NFG
1169
Northeast Financial Group
Pennsylvania
$501K +$6.04K +83 +1%
SWM
1170
Schwallier Wealth Management
Michigan
$499K -$81.7K -1,124 -14%
AIA
1171
Ally Invest Advisors
North Carolina
$493K +$17.7K +243 +4%
APA
1172
Astoria Portfolio Advisors
New York
$490K +$489K +6,724 New
SMC
1173
Smith, Moore & Co
Missouri
$489K -$456K -6,276 -49%
FWP
1174
Falcon Wealth Planning
California
$489K -$29.2K -401 -6%
VT
1175
Vise Technologies
New York
$488K +$482K +6,629 New