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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
101
Great Waters Wealth Management
Minnesota
$56M -$4.6M -63,373 -8%
AAG
102
Armstrong Advisory Group
Massachusetts
$55.3M
RIM
103
Rockbridge Investment Management
New York
$54.7M +$296K +4,085 +0.5%
MWM
104
Magnolia Wealth Management
Alabama
$54.5M +$27.3M +375,767 +99%
AGA
105
Arkos Global Advisors
Texas
$54.4M +$481K +6,633 +0.9%
G
106
GenTrust
Florida
$54.2M +$13.5M +186,580 +33%
NAS
107
Nicolet Advisory Services
Wisconsin
$53.9M +$502K +6,924 +0.9%
STA
108
Summit Trail Advisors
New York
$53.4M +$8.3M +114,413 +18%
AWS
109
Atria Wealth Solutions
New York
$53.3M +$3.42M +47,178 +7%
S
110
SignatureFD
Georgia
$53.2M +$1.31M +18,049 +3%
AA
111
Apriem Advisors
California
$53M +$1.07M +14,682 +2%
UOC
112
University of Chicago
Illinois
$52.9M +$1.63M +22,500 +3%
SW
113
SoFi Wealth
California
$51.4M +$5.35M +73,673 +12%
RRWA
114
Rainey & Randall Wealth Advisors
Florida
$49.8M +$352K +4,851 +0.7%
BSWM
115
Boston Standard Wealth Management
Massachusetts
$49.5M +$5.66M +77,924 +13%
RFA
116
RTD Financial Advisors
Pennsylvania
$49.3M -$271K -3,736 -0.5%
PIFP
117
Partners in Financial Planning
Virginia
$49.1M +$1.26M +17,330 +3%
JF
118
Joule Financial
Kentucky
$48.3M +$4.33M +59,666 +10%
LMIM
119
Lockheed Martin Investment Management
Maryland
$47.2M
WFA
120
West Financial Advisors
Iowa
$47M +$1.95M +26,918 +4%
TC
121
Trust Company
Kansas
$47M +$3.4M +46,878 +8%
BCM
122
BTC Capital Management
Iowa
$46.8M +$46.8M +644,235 New
LSAG
123
Lake Street Advisors Group
New Hampshire
$46.2M +$2.6M +35,803 +6%
EI
124
Ellevest Inc
New York
$46.1M +$3.82M +52,639 +9%
FA
125
Fiducient Advisors
Illinois
$45.2M +$2.97M +40,951 +7%