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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
Sound Stewardship
Kansas
$25.4M +$535K +7,317 +2%
BWM
202
Benchmark Wealth Management
Connecticut
$25.4M +$520K +7,118 +2%
RFC
203
Regions Financial Corp
Alabama
$25.3M -$1.55M -21,225 -6%
Victory Capital Management
204
Victory Capital Management
Texas
$24.9M +$6.88M +94,112 +37%
GWSA
205
Global Wealth Strategies & Associates
Colorado
$24.7M +$2.18M +29,845 +10%
AIP
206
Ameritas Investment Partners
Nebraska
$24.4M -$146K -2,000 -0.6%
CFA
207
Cahill Financial Advisors
Minnesota
$24.4M +$1.51M +20,593 +6%
LWM
208
Level Wealth Management
North Carolina
$24.2M +$24.6M +336,857 New
AFG
209
Atomi Financial Group
New York
$24M +$5.87M +80,260 +32%
MFG
210
Merit Financial Group
Georgia
$23.7M +$6.37M +87,175 +36%
VWM
211
Vermillion Wealth Management
Minnesota
$23.5M +$23.9M +326,370 New
BHWA
212
Beacon Harbor Wealth Advisors
Virginia
$23.5M +$1.67M +22,803 +8%
GAM
213
Gotham Asset Management
New York
$23.4M +$452K +6,181 +2%
HBT
214
Hills Bank & Trust
Iowa
$23.3M -$288K -3,943 -1%
GWA
215
Gibson Wealth Advisors
Texas
$23.2M +$1.29M +17,628 +6%
LRIA
216
Leonard Rickey Investment Advisors
Washington
$23.1M +$833K +11,391 +4%
HCC
217
Hirtle Callaghan & Co
Pennsylvania
$23M
TFF
218
The Family Firm
Maryland
$23M -$591K -8,082 -1%
PMA
219
Prudent Man Advisors
Illinois
$22.9M -$550K -7,523 -2%
CAAS
220
Capital Asset Advisory Services
Michigan
$22.8M -$80.6K -1,102 -0.3%
Fidelity Investments
221
Fidelity Investments
Massachusetts
$22.4M +$1.78M +24,319 +8%
CFG
222
Carr Financial Group
Massachusetts
$22.2M -$6.94M -94,870 -24%
MCFP
223
Mallini Complete Financial Planning
Florida
$22.1M +$22.4M +306,766 New
BSSFA
224
Baron Silver Stevens Financial Advisors
Florida
$21.9M +$1.66M +22,692 +8%
SWA
225
Sightline Wealth Advisors
Connecticut
$21.8M +$2.33M +31,893 +12%