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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1401
Peterson Wealth Management
Nevada
$226K
SWP
1402
Strategic Wealth Partners
Ohio
$224K -$153K -2,094 -40%
CFG
1403
Citizens Financial Group
Rhode Island
$224K +$228K +3,114 New
TWP
1404
Tyche Wealth Partners
Texas
$222K
CD
1405
Chapin Davis
Maryland
$222K
OWP
1406
Obermeyer Wealth Partners
Colorado
$222K -$7.31K -100 -3%
PPWM
1407
Perissos Private Wealth Management
Oklahoma
$220K +$146 +2 +0.1%
MAM
1408
Mainsail Asset Management
Alabama
$218K
EFS
1409
Essex Financial Services
Connecticut
$217K
OWA
1410
Opal Wealth Advisors
New York
$217K -$16.5K -226 -7%
TPW
1411
Turn8 Private Wealth
$217K +$220K +3,013 New
NA
1412
Nautilus Advisors
California
$216K +$219K +3,000 New
SIAG
1413
Signet Investment Advisory Group
Rhode Island
$216K +$219K +3,000 New
VPF
1414
Vantage Point Financial
Illinois
$215K +$218K +2,988 New
HAM
1415
Harmony Asset Management
Arizona
$212K +$215K +2,941 New
I
1416
INVST
Indiana
$211K -$96.8K -1,324 -31%
BDF
1417
Black Diamond Financial
Maryland
$211K +$214K +2,930 New
PIP
1418
Peachtree Investment Partners
Florida
$210K -$12.2K -167 -5%
VCM
1419
Vivaldi Capital Management
Illinois
$209K -$3.29K -45 -2%
ITB
1420
Idaho Trust Bank
Idaho
$207K -$554K -7,581 -72%
UWS
1421
Unique Wealth Strategies
Illinois
$205K +$14K +192 +7%
SIAG
1422
Safeguard Investment Advisory Group
California
$205K +$208K +2,850 New
FWP
1423
FAS Wealth Partners
Kansas
$205K -$28.1K -384 -12%
MPW
1424
Melone Private Wealth
Michigan
$203K +$2.19K +30 +1%
CNB
1425
Camden National Bank
Maine
$202K -$20.9K -286 -9%