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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1451
Magnolia Wealth Management
Alabama
– -$54.5M -754,420 Closed
CA
1452
CoreCap Advisors
Michigan
– -$32.5M -447,025 Closed
FWP
1453
Falcon Wealth Planning
California
– -$25.9M -356,932 Closed
NL
1454
NWAM LLC
Washington
– -$12.6M -175,486 Closed
ES
1455
Eagle Strategies
New York
– -$9.79M -134,763 Closed
LNC
1456
Lincoln National Corp
Pennsylvania
– -$8.06M -110,974 Closed
KFGK
1457
Keystone Financial Group (Kentucky)
Kentucky
– -$5.77M -79,508 Closed
EE
1458
EWG Elevate
California
– -$4.07M -55,999 Closed
JPG
1459
Jordan Park Group
California
– -$3.24M -44,655 Closed
SPP
1460
Single Point Partners
Massachusetts
– -$2.71M -37,273 Closed
OFS
1461
OneAscent Financial Services
Alabama
– -$2.47M -34,036 Closed
MAM
1462
Meeder Asset Management
Ohio
– -$2.46M -33,885 Closed
GIS
1463
Grayhawk Investment Strategies
Alberta, Canada
– -$2.24M -30,800 Closed
Millennium Management
1464
Millennium Management
New York
– -$1.83M -25,134 Closed
DFA
1465
DHK Financial Advisors
New Hampshire
– -$1.82M -25,048 Closed
NEPWA
1466
New England Private Wealth Advisors
Massachusetts
– -$1.75M -24,134 Closed
AFG
1467
Altiora Financial Group
Ohio
– -$1.31M -18,039 Closed
MHS
1468
M Holdings Securities
Oregon
– -$1.25M -17,274 Closed
TSS
1469
Two Sigma Securities
New York
– -$1.24M -17,047 Closed
WN
1470
Williams & Novak
California
– -$1.2M -16,250 Closed
LSIA
1471
LaSalle St. Investment Advisors
Illinois
– -$1.17M -16,044 Closed
FA
1472
Fountainhead AM
New Jersey
– -$825K -11,358 Closed
EWM
1473
Executive Wealth Management
Michigan
– -$751K -10,438 Closed
SAM
1474
Strategy Asset Managers
California
– -$703K -9,683 Closed
SCG
1475
Sonata Capital Group
Washington
– -$660K -9,082 Closed