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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
151
Great Waters Wealth Management
Minnesota
$40.3M -$5.41M -74,514 -12%
SOAG
152
Silver Oak Advisory Group
Oregon
$40.1M +$214K +2,950 +0.5%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$39.4M -$8.4M -115,800 -18%
SFA
154
Sequoia Financial Advisors
Ohio
$38.9M -$13M -179,278 -25%
FMP
155
Financial Management Professionals
Texas
$38.5M +$1.35M +18,564 +4%
RBC
156
Roble Belko & Company
Pennsylvania
$38.4M +$596K +8,210 +2%
Stifel Financial
157
Stifel Financial
Missouri
$38.3M +$686K +9,457 +2%
AFFA
158
ALM First Financial Advisors
Texas
$38M +$2.49M +34,246 +7%
DAS
159
Dynamic Advisor Solutions
Arizona
$37.7M +$37.2M +512,708 New
P
160
&Partners
Tennessee
$37.6M +$2.13M +29,283 +6%
GP
161
Gridiron Partners
Pennsylvania
$37.4M – – –
AL
162
Aspiriant LLC
California
$37M +$756K +10,419 +2%
SP
163
Symmetry Partners
Connecticut
$36.9M +$1.6M +22,084 +5%
TCM
164
TD Capital Management
Tennessee
$36.4M +$1.45M +19,968 +4%
SCM
165
Stordahl Capital Management
Colorado
$36.2M +$507K +6,990 +1%
CST
166
Charles Schwab Trust
Nevada
$35.6M +$14.8M +204,146 +73%
AWM
167
Avior Wealth Management
Nebraska
$35.6M -$3.27M -45,094 -9%
JAG
168
Journey Advisory Group
Kentucky
$35.6M +$7.66M +105,529 +28%
DADC
169
D.A. Davidson & Co
Montana
$35.2M +$130K +1,792 +0.4%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$34.7M +$11.7M +161,279 +52%
SFP
171
Sherwood Financial Partners
California
$34.1M +$937K +12,912 +3%
SWG
172
Summit Wealth Group
Vermont
$33.7M -$1.74M -23,935 -5%
TFA
173
Transamerica Financial Advisors
Florida
$33.1M +$1.88M +25,903 +6%
ASW
174
Astoria Strategic Wealth
Texas
$33.1M +$1.96M +27,042 +6%
VanEck Associates
175
VanEck Associates
New York
$32.9M +$21.4M +295,538 +193%