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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1426
Aspect Partners
Virginia
$243K – – –
VAG
1427
VisionPoint Advisory Group
Texas
$242K +$240K +3,260 New
KOCAA
1428
Knights of Columbus Asset Advisors
Connecticut
$242K -$135K -1,840 -36%
IPW
1429
Impact Partnership Wealth
Georgia
$241K +$239K +3,246 New
BWM
1430
BlackDiamond Wealth Management
New York
$241K – – –
HA
1431
Hanover Advisors
South Carolina
$240K – – –
GFG
1432
Grantvest Financial Group
New Jersey
$239K -$16.7K -227 -7%
RWP
1433
Revolve Wealth Partners
New Jersey
$237K -$8.39K -114 -3%
BFS
1434
Baskin Financial Services
Ontario, Canada
$237K – – –
OP
1435
ORG Partners
Indiana
$236K +$9.35K +127 +4%
PFPT
1436
Pinnacle Financial Partners (Tennessee)
Tennessee
$236K +$17.1K +232 +8%
ODA
1437
One Degree Advisors
California
$236K +$4.49K +61 +2%
RF
1438
rebel Financial
Ohio
$236K -$233K -3,171 Closed
FHB
1439
First Hawaiian Bank
Hawaii
$235K – – –
KFI
1440
Key Financial Inc
Pennsylvania
$235K -$395K -5,369 -63%
PWM
1441
Peterson Wealth Management
Nevada
$234K +$736 +10 +0.3%
NEPWA
1442
New England Private Wealth Advisors
Massachusetts
$234K +$1.55K +21 +0.7%
GWM
1443
Greenhouse Wealth Management
Connecticut
$234K – – –
CL
1444
CLG LLC
California
$233K +$1.03K +14 +0.4%
CWA
1445
Clearview Wealth Advisors
Oregon
$231K – – –
AWM
1446
Austin Wealth Management
Texas
$231K +$226K +3,073 New
PP
1447
Patten & Patten
Tennessee
$230K +$228K +3,097 New
IF
1448
Intrua Financial
Texas
$230K +$228K +3,090 New
VF
1449
Vawter Financial
Ohio
$228K +$226K +3,066 New
CC
1450
Copperleaf Capital
North Carolina
$227K -$442K -6,003 -66%