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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
226
First American Trust
California
$12.2M +$391K +5,143 +3%
IWC
227
Integrated Wealth Concepts
Massachusetts
$12.2M -$184K -2,423 -1%
KWM
228
Kingsview Wealth Management
Oregon
$12.2M +$4.29M +56,384 +54%
CF
229
Corrigan Financial
Rhode Island
$12.1M +$1.17M +15,348 +11%
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$12.1M
IC
231
Inscription Capital
Texas
$11.8M +$32.8K +431 +0.3%
LIM
232
Leavell Investment Management
Alabama
$11.8M -$116K -1,520 -1%
FPF
233
First Pacific Financial
Washington
$11.8M +$11.9M +156,630 New
HCC
234
Hirtle Callaghan & Co
Pennsylvania
$11.8M +$6.57M +86,310 +123%
BWA
235
BlueSky Wealth Advisors
North Carolina
$11.7M +$5.08M +66,725 +75%
BHWA
236
Beacon Harbor Wealth Advisors
Virginia
$11.7M +$777K +10,208 +7%
OIA
237
OneDigital Investment Advisors
Kansas
$11.7M +$1.09M +14,279 +10%
SIA
238
Sovereign Investment Advisors
Arizona
$11.7M +$62.2K +817 +0.5%
FMP
239
Financial Management Professionals
Texas
$11.6M +$872K +11,460 +8%
MWP
240
Moller Wealth Partners
$11.6M +$478K +6,275 +4%
LFA
241
Landmark Financial Advisors
Kentucky
$11.5M +$1.07M +14,056 +10%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$11.4M +$4.31M +56,614 +60%
FAIM
243
Financial Advocates Investment Management
Washington
$11.4M +$427K +5,606 +4%
RFC
244
Regions Financial Corp
Alabama
$11.3M +$7.62M +100,090 +201%
AWA
245
Aletheian Wealth Advisors
Washington
$11.2M +$1.65M +21,700 +17%
RCS
246
Retirement Capital Strategies
California
$10.9M -$9.73M -127,789 -47%
Deutsche Bank
247
Deutsche Bank
Germany
$10.9M -$225K -2,950 -2%
HTC
248
Haverford Trust Company
Pennsylvania
$10.9M -$209K -2,742 -2%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$10.8M +$2.75M +36,145 +34%
WS
250
Wedbush Securities
California
$10.7M -$251K -3,298 -2%