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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BL
301
Balentine LLC
Georgia
$796K -$968K -11,832 -55%
BRWA
302
B. Riley Wealth Advisors
Florida
$787K +$316K +3,862 +69%
ZF
303
Zhang Financial
Michigan
$782K -$24.8K -303 -3%
Cetera Investment Advisers
304
Cetera Investment Advisers
Illinois
$775K -$337K -4,120 -31%
Invesco
305
Invesco
Georgia
$774K -$93.8K -1,147 -11%
BBA
306
BLB&B Advisors
Pennsylvania
$766K -$21.4K -262 -3%
TSS
307
Two Sigma Securities
New York
$740K +$732K +8,944 New
PIM
308
Penobscot Investment Management
Massachusetts
$739K +$12.4K +151 +2%
GJIC
309
Gamble Jones Investment Counsel
California
$708K +$184K +2,251 +36%
ATC
310
Argent Trust Co
Tennessee
$700K -$123K -1,506 -15%
3C
311
361 Capital
Colorado
$695K +$687K +8,398 New
FBNAT
312
FirstMerit Bank N.A. Trustee
Ohio
$688K +$8.1K +99 +1%
FCBT
313
First Citizens Bank & Trust
North Carolina
$683K +$69.5K +850 +11%
PAS
314
Partnervest Advisory Services
California
$681K +$135K +1,647 +25%
BAC
315
Boys Arnold & Co
North Carolina
$680K -$962K -11,760 -59%
GWM
316
Gupta Wealth Management
California
$680K +$95.1K +1,162 +16%
IAM
317
Integre Asset Management
New York
$679K -$12.8K -157 -2%
RBC
318
Ronald Blue & Co
Georgia
$657K +$2.7K +33 +0.4%
TFCP
319
Twin Focus Capital Partners
Massachusetts
$643K
NFG
320
Next Financial Group
Texas
$643K +$9.82K +120 +2%
FFS
321
Founders Financial Securities
Maryland
$640K -$211K -2,585 -25%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$639K -$40.9M -500,391 -98%
EAMA
323
EFG Asset Management (Americas)
Florida
$628K -$479K -5,853 -44%
SMH
324
Sanders Morris Harris
Texas
$621K +$1.33M +16,220 New
SC
325
Scotia Capital
Ontario, Canada
$611K +$603K +7,373 New