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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PNFS
1476
PW Nova Financial Services
Pennsylvania
$289K +$291K +3,906 New
BWM
1477
BlackDiamond Wealth Management
New York
$288K +$47.4K +637 +20%
CB
1478
Community Bank
New York
$288K
Bessemer Group
1479
Bessemer Group
New Jersey
$287K -$103K -1,390 -26%
CP
1480
Capital Planning
Washington
$286K
LODC
1481
Lanham O'Dell & Company
West Virginia
$285K +$149 +2 +0.1%
NIWA
1482
New Insight Wealth Advisors
California
$285K +$26.1K +350 +10%
DP
1483
Denver PWM
Colorado
$284K
CIAS
1484
Capital Investment Advisory Services
North Carolina
$283K +$40.3K +542 +17%
SAM
1485
Summit Asset Management
Tennessee
$283K -$31K -417 -10%
TPWM
1486
Twelve Points Wealth Management
Massachusetts
$282K -$11.9K -160 -4%
AA
1487
Advisory Alpha
Michigan
$282K -$7.96K -107 -3%
KLCM
1488
KG&L Capital Management
Louisiana
$280K +$25.7K +345 +10%
LA
1489
Latitude Advisors
Florida
$279K -$164K -2,201 -37%
XPN
1490
XY Planning Network
Montana
$279K +$72.8K +978 +35%
EWM
1491
Elevation Wealth Management
Minnesota
$279K +$280K +3,765 New
EFS
1492
Essex Financial Services
Connecticut
$279K +$893 +12 +0.3%
KCM
1493
Kathmere Capital Management
Pennsylvania
$278K +$279K +3,751 New
EWM
1494
Elevatus Welath Management
New York
$277K -$9.75K -131 -3%
Principal Financial Group
1495
Principal Financial Group
Iowa
$277K +$279K +3,742 New
I
1496
INVST
Indiana
$277K +$59.2K +796 +27%
FOA
1497
Five Oceans Advisors
California
$276K -$54.6K -734 -16%
SM
1498
Sweeney & Michel
California
$275K +$3.65K +49 +1%
FI
1499
Financial Insights
Washington
$275K -$99.3K -1,334 -26%
RA
1500
Rubicon Advisors
California
$274K +$275K +3,697 New