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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
101
MA Private Wealth
California
$66.9M +$1.64M +22,392 +2%
Wealthfront Advisers
102
Wealthfront Advisers
California
$65.8M -$25.6M -350,066 -28%
S
103
SignatureFD
Georgia
$64M +$4.6M +62,960 +8%
HB
104
Horizon Bancorp
Indiana
$62.6M +$15.1M +207,178 +31%
WFA
105
West Financial Advisors
Iowa
$61.7M +$9.99M +136,691 +19%
PIFP
106
Partners in Financial Planning
Virginia
$61.4M +$4.08M +55,742 +7%
IWC
107
Integrated Wealth Concepts
Massachusetts
$61.1M +$2.32M +31,796 +4%
AGA
108
Arkos Global Advisors
Texas
$60.7M +$270K +3,699 +0.4%
AllianceBernstein
109
AllianceBernstein
Tennessee
$60.6M +$1.98M +27,024 +3%
TC
110
Trilogy Capital
California
$60.2M +$513K +7,023 +0.8%
BSWM
111
Boston Standard Wealth Management
Massachusetts
$58.7M +$3.24M +44,253 +6%
GC
112
Gilbert & Cook
Iowa
$57.3M -$420K -5,745 -0.7%
JF
113
Joule Financial
Kentucky
$57.2M +$3.93M +53,811 +7%
AWS
114
Atria Wealth Solutions
New York
$56.6M +$1.08M +14,761 +2%
EI
115
Ellevest Inc
New York
$55.3M +$3.65M +49,864 +7%
RIM
116
Rockbridge Investment Management
New York
$55.2M -$464K -6,351 -0.8%
BC
117
Brio Consultants
California
$54.8M +$2.79M +38,150 +5%
HI
118
Harbour Investments
Wisconsin
$54.7M +$2.4M +32,782 +5%
AA
119
Apriem Advisors
California
$54.6M +$1.16M +15,801 +2%
LSAG
120
Lake Street Advisors Group
New Hampshire
$54.1M +$5.85M +79,954 +12%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$53.6M +$8.39M +114,716 +18%
Citigroup
122
Citigroup
New York
$53.1M +$356K +4,869 +0.7%
RRWA
123
Rainey & Randall Wealth Advisors
Florida
$52.5M +$1.91M +26,126 +4%
WANY
124
Wealthspire Advisors (New York)
New York
$52.3M +$3.21M +43,954 +6%
NOI
125
Newton One Investments
Delaware
$51.5M +$2.14M +29,281 +4%