We are live on ! Find out more
BND icon

Vanguard Total Bond Market

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