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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1376
Cassilly Financial Group
Maryland
$366K +$8.9K +120 +2%
RIP
1377
RAM Investment Partners
Washington
$365K +$223 +3 +0.1%
PIA
1378
Pinion Investment Advisors
Kansas
$365K +$367K +4,953 New
RIL
1379
Rothschild Investment LLC
Illinois
$363K +$41.2K +556 +13%
IPW
1380
Intergy Private Wealth
Colorado
$363K +$59K +795 +19%
HIA
1381
Harbor Investment Advisory
Maryland
$362K -$44.7K -602 -11%
CB
1382
Community Bank
New York
$362K +$76.5K +1,031 +27%
PFA
1383
Pillar Financial Advisors
Kentucky
$361K
NFA
1384
Northwest Financial Advisors
Virginia
$358K -$65K -876 -15%
PEWA
1385
Pacific Excel Wealth Advisors
California
$357K +$360K +4,846 New
RWA
1386
Reicon Wealth Advisors
Georgia
$356K
CCA
1387
Cypress Capital Advisors
Tennessee
$356K +$40.1K +540 +13%
LI
1388
LRI Investments
Florida
$355K +$2.15K +29 +0.6%
WEG
1389
World Equity Group
Illinois
$354K -$46.1K -622 -11%
EWS
1390
Evergreen Wealth Solutions
Pennsylvania
$352K +$355K +4,785 New
PWM
1391
Parkshore Wealth Management
California
$352K -$57.3K -772 -14%
LWM
1392
Lakeridge Wealth Management
Ohio
$351K
TVAMP
1393
Tennessee Valley Asset Management Partners
Tennessee
$350K -$11.7K -158 -3%
SWA
1394
SOA Wealth Advisors
New York
$350K +$964 +13 +0.3%
PWA
1395
Pitcairn Wealth Advisors
Pennsylvania
$350K -$74 -1 -0%
DF
1396
Downshift Financial
Colorado
$349K +$352K +4,743 New
GP
1397
GLR Partners
Maryland
$348K +$351K +4,731 New
PTP
1398
Platform Technology Partners
New York
$348K +$350K +4,721 New
FDCDDQ
1399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$347K -$47K -634 -12%
SWM
1400
Segment Wealth Management
Texas
$346K +$349K +4,704 New