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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1676
Darwin Wealth Management
Florida
$128K -$11.8K -161 -8%
UFPG
1677
United Financial Planning Group
New York
$127K +$1.25K +17 +1%
SWM
1678
SHP Wealth Management
Massachusetts
$124K +$106K +1,449 +589%
TIAAOA
1679
Teachers Insurance & Annuity Association of America
New York
$117K +$66K +900 +131%
KFP
1680
Kerr Financial Planning
California
$116K -$20.2K -275 -15%
OCM
1681
Osterweis Capital Management
California
$116K – – –
MP
1682
McDonald Partners
Ohio
$114K +$114K +1,547 New
HFG
1683
Harborfront Financial Group
Michigan
$112K +$112K +1,528 New
T
1684
Tidemark
California
$111K +$3.6K +49 +3%
EWM
1685
Evolution Wealth Management
Florida
$109K +$5.5K +75 +5%
SIC
1686
Salem Investment Counselors
North Carolina
$102K +$6.31K +86 +7%
APW
1687
Aventura Private Wealth
Florida
$99.6K – – –
IRC
1688
Investors Research Corp
Georgia
$86K – – –
APW
1689
Acima Private Wealth
Virginia
$85.1K -$7.49K -102 -8%
IAAG
1690
Innovative Asset Advisors Group
Connecticut
$84.9K -$3.01K -41 -3%
PMFA
1691
Plante Moran Financial Advisors
Michigan
$84.3K -$326K -4,441 -79%
MPW
1692
MASECO Private Wealth
$83.2K +$52.4K +714 +170%
SW
1693
SoFi Wealth
California
$82K +$78.2K +1,066 +2,090%
ANBT
1694
American National Bank & Trust
Texas
$81.8K – – –
NAMP
1695
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$79.5K +$80.7K +1,100 New
TFGT
1696
TS Financial Group (TSFG)
Illinois
$78K -$34.1K -465 -30%
HPBT
1697
Hickory Point Bank & Trust
Illinois
$72.9K – – –
IPS
1698
Investors Portfolio Services
Washington
$70.8K – – –
VWM
1699
Valley Wealth Managers
New Jersey
$69.8K -$16.1K -220 -19%
UCB
1700
United Community Bank
South Carolina
$69.7K +$54.4K +742 +358%