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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1226
Accurate Wealth Management
Florida
$561K -$13.9K -187 -2%
CFO
1227
Callan Family Office
Pennsylvania
$560K -$56.2K -755 -9%
5NPW
1228
55 North Private Wealth
Florida
$559K +$562K +7,551 New
EHC
1229
Everett Harris & Co
California
$559K +$562K +7,547 New
PE
1230
PCM Encore
Colorado
$557K +$560K +7,523 New
VP
1231
Verum Partners
North Carolina
$557K -$105K -1,412 -16%
IFWM
1232
Institute for Wealth Management
Colorado
$556K -$61.2K -822 -10%
T
1233
TrueFG
Texas
$555K +$6.92K +93 +1%
SHGA
1234
Sand Hill Global Advisors
California
$548K -$595 -8 -0.1%
JWM
1235
JHP Wealth Management
Colorado
$547K +$550K +7,386 New
SP
1236
Successful Portfolios
Florida
$547K -$24.1K -324 -4%
NA
1237
Nordwand Advisors
Pennsylvania
$543K
CI
1238
Cordant Inc
Oregon
$536K -$18K -242 -3%
IA
1239
IFG Advisory
Georgia
$535K +$157K +2,103 +41%
BAMG
1240
Brand Asset Management Group
Missouri
$534K +$78.6K +1,056 +17%
HIIFS
1241
Harel Insurance Investments & Financial Services
Israel
$534K +$22K +295 +4%
TA
1242
TFB Advisors
Kansas
$532K -$63.6K -855 -11%
LCM
1243
Lazari Capital Management
California
$532K -$48.9K -657 -8%
TBT
1244
Texas Bank & Trust
Texas
$531K -$105K -1,417 -17%
PWM
1245
Power Wealth Management
Georgia
$531K -$12.3K -165 -2%
SAS
1246
SMI Advisory Services
Indiana
$531K +$2.16K +29 +0.4%
APG
1247
Abacus Planning Group
South Carolina
$530K
PP
1248
Patron Partners
Texas
$530K -$49.2K -661 -8%
TA
1249
TPG Advisors
Illinois
$526K -$37.1K -499 -7%
GAMC
1250
Garner Asset Management Corp
Texas
$521K +$315K +4,237 +151%