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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1201
Claro Advisors
Massachusetts
$601K +$210K +2,828 +54%
BEW
1202
Burton Enright Welch
California
$601K -$14.1K -189 -2%
CAM
1203
Capital Asset Management
Colorado
$599K +$602K +8,089 New
CWM
1204
Collaborative Wealth Management
Florida
$599K +$174K +2,338 +41%
CCMG
1205
Clark Capital Management Group
Pennsylvania
$594K
RPA
1206
Rock Point Advisors
Vermont
$589K
HFS
1207
Hopwood Financial Services
Virginia
$589K -$2.6K -35 -0.4%
BC
1208
Burney Company
Virginia
$584K -$21.5K -289 -4%
SFP
1209
Sterling Financial Planning
New Jersey
$583K +$42.8K +575 +8%
SFB
1210
STAR Financial Bank
Indiana
$581K +$6.7K +90 +1%
RMDI
1211
R.M. Davis Inc
Maine
$580K -$765K -10,277 -57%
SCG
1212
Sonata Capital Group
Washington
$572K
TA
1213
Tactive Advisors
Florida
$572K -$222K -2,986 -28%
SSWM
1214
Sheets Smith Wealth Management
North Carolina
$571K +$170K +2,283 +42%
FWP
1215
Falcon Wealth Planning
California
$571K -$447 -6 -0.1%
SWM
1216
Sendero Wealth Management
Texas
$570K +$573K +7,700 New
PFA
1217
Petra Financial Advisors
Colorado
$570K +$44.7K +600 +8%
VIP
1218
Value Investment Professionals
New York
$569K +$571K +7,678 New
AWM
1219
Aries Wealth Management
Maine
$569K -$19.6K -263 -3%
ZIM
1220
Zacks Investment Management
Illinois
$567K -$399K -5,358 -41%
NDBT
1221
North Dallas Bank & Trust
Texas
$567K +$569K +7,650 New
CIS
1222
Connors Investor Services
Pennsylvania
$563K +$159K +2,135 +39%
NEPWA
1223
New England Private Wealth Advisors
Massachusetts
$563K +$331K +4,449 +141%
SLWA
1224
San Luis Wealth Advisors
California
$562K +$44.6K +599 +9%
BDFN
1225
Bond & Devick Financial Network
Minnesota
$562K +$1.26K +17 +0.2%