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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1501
Cedar Brook Financial Partners
Ohio
– -$298K -4,130 Closed
MWM
1502
Mittelman Wealth Management
Massachusetts
– -$288K -4,000 Closed
GFA
1503
Gallagher Fiduciary Advisors
Illinois
– -$284K -3,935 Closed
RDWM
1504
Red Door Wealth Management
Tennessee
– -$275K -3,810 Closed
GAA
1505
Global Assets Advisory
Florida
– -$274K -3,806 Closed
TCBWMS
1506
Texas Capital Bank Wealth Management Services
Texas
– -$258K -3,584 Closed
MLA
1507
My Legacy Advisors
Oregon
– -$252K -3,493 Closed
WIM
1508
Warwick Investment Management
Texas
– -$251K -3,486 Closed
PF
1509
Parker Financial
Washington
– -$247K -3,425 Closed
CFP
1510
Cypress Financial Planning
New Jersey
– -$246K -3,418 Closed
FBB
1511
Fulton Breakefield Broenniman
Maryland
– -$245K -3,395 Closed
OFG
1512
Oxford Financial Group
Indiana
– -$242K -3,357 Closed
AO
1513
Advisor OS
Illinois
– -$240K -3,334 Closed
BWG
1514
Balanced Wealth Group
Ohio
– -$232K -3,245 Closed
LIA
1515
LBMC Investment Advisors
Tennessee
– -$227K -3,153 Closed
LCWP
1516
Legacy Capital Wealth Partners
Arkansas
– -$226K -3,132 Closed
EFG
1517
Ethos Financial Group
Pennsylvania
– -$220K -3,058 Closed
LA
1518
LexAurum Advisors
Kansas
– -$218K -3,022 Closed
OLA
1519
Oliver Luxxe Assets
New Jersey
– -$218K -3,020 Closed
PCS
1520
Personal CFO Solutions
New Jersey
– -$215K -2,983 Closed
DP
1521
DDD Partners
Washington
– -$213K -2,958 Closed
CA
1522
Calton & Associates
Florida
– -$209K -2,905 Closed
VF
1523
Vawter Financial
Ohio
– -$207K -2,871 Closed
ODG
1524
O'Dell Group
Ohio
– -$207K -2,846 Closed
RWA
1525
Rooted Wealth Advisors
Illinois
– -$207K -2,843 Closed