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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Bluestem Financial Advisors
Illinois
$55.2M +$473K +6,355 +0.9%
TCM
127
Twele Capital Management
Minnesota
$54.6M +$3.02M +40,588 +6%
EP
128
Essential Planning
New Hampshire
$54.5M -$2.01M -26,950 -4%
SP
129
Symmetry Partners
Connecticut
$54.5M +$6.05M +81,236 +12%
CA
130
Cambridge Advisors
Nebraska
$54.1M +$2.67M +35,860 +5%
WANY
131
Wealthspire Advisors (New York)
New York
$53.9M -$46.5M -624,161 -46%
LMIM
132
Lockheed Martin Investment Management
Maryland
$53.3M – – –
TC
133
Trilogy Capital
California
$53.1M +$3.03M +40,747 +6%
CA
134
Cambridge Associates
Massachusetts
$53.1M +$6.51M +87,418 +14%
WFA
135
West Financial Advisors
Iowa
$52.8M -$7.03M -94,493 -12%
TAP
136
TSG Advice Partners
Ohio
$52.5M +$52.8M +708,793 New
ZF
137
Zhang Financial
Michigan
$51.2M +$4.45M +59,809 +9%
SI
138
SimpliFi Inc
California
$50.4M +$50.6M +679,847 New
AGA
139
Arkos Global Advisors
Texas
$50.3M +$4.71M +63,243 +10%
EH
140
Equitable Holdings
New York
$50.3M +$951K +12,779 +2%
AFA
141
Amicus Financial Advisors
Texas
$50M +$50.2M +674,499 New
RA
142
Riversedge Advisors
Delaware
$49.6M +$4.99M +67,012 +11%
KIM
143
Karpus Investment Management
New York
$49.3M +$12.1M +163,119 +32%
RRWA
144
Rainey & Randall Wealth Advisors
Florida
$49.2M +$551K +7,408 +1%
HCM
145
Howard Capital Management
Georgia
$49M – – –
G
146
GuidedMoney
Wisconsin
$48.9M +$49.1M +659,718 New
RWM
147
Raffa Wealth Management
District of Columbia
$46.7M -$24.8M -332,576 -35%
Boston Partners
148
Boston Partners
Massachusetts
$46M – – –
CA
149
Crewe Advisors
Utah
$44.8M +$2.09M +28,019 +5%
SOAG
150
Silver Oak Advisory Group
Oregon
$44M +$632K +8,490 +1%