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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
KL
176
KWMG LLC
Kansas
$21.8M +$712K +9,971 +3%
FA
177
FDx Advisors
Illinois
$21.7M +$2.73M +38,226 +14%
TFA
178
Transamerica Financial Advisors
Florida
$21.6M +$1.06M +14,809 +5%
PWM
179
Perigon Wealth Management
California
$21.2M +$387K +5,425 +2%
PMA
180
Prudent Man Advisors
Illinois
$21M +$463K +6,489 +2%
HBT
181
Hills Bank & Trust
Iowa
$21M +$9.6M +134,462 +81%
TFF
182
The Family Firm
Maryland
$20.9M +$316K +4,429 +1%
ZF
183
Zhang Financial
Michigan
$20.9M +$2.38M +33,352 +13%
HPC
184
Hobart Private Capital
North Carolina
$20.6M +$197K +2,753 +0.9%
GAM
185
Gotham Asset Management
New York
$20.4M +$1.82M +25,475 +10%
AA
186
Axiom Advisory
California
$20.3M +$832K +11,648 +4%
CF
187
Corrigan Financial
Rhode Island
$20.3M +$544K +7,624 +3%
GRP
188
Global Retirement Partners
California
$19.9M -$62.8K -880 -0.3%
BWM
189
Benchmark Wealth Management
Connecticut
$19.8M +$1.36M +19,039 +7%
RWP
190
RWA Wealth Partners
Massachusetts
$19.8M +$2.27M +31,733 +13%
COCM
191
Charter Oak Capital Management
New Hampshire
$19.7M +$5.13M +71,804 +34%
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
$19.6M +$18.3M +256,913 +1,065%
Cerity Partners
193
Cerity Partners
New York
$19.6M -$1.88M -26,304 -9%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$19.5M +$378K +5,298 +2%
IA
195
IFP Advisors
Florida
$19.5M +$1.03M +14,450 +5%
SC
196
Stephens Consulting
Michigan
$18.7M +$407K +5,706 +2%
FWP
197
Falcon Wealth Planning
California
$18.7M +$4.8M +67,250 +34%
FMP
198
Financial Management Professionals
Texas
$18.5M +$7.1M +99,411 +60%
JSL
199
JT Stratford LLC
Georgia
$18.4M +$2.4M +33,677 +15%
CTWM
200
Cherry Tree Wealth Management
Minnesota
$18.3M +$1.6M +22,386 +9%