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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
NI
301
NYL Investors
New York
$3.25M -$8.41K -100 -0.3%
IWM
302
IHT Wealth Management
Illinois
$3.09M -$235K -2,796 -7%
IFWM
303
Institute for Wealth Management
Colorado
$3.04M -$64.7K -769 -2%
PFT
304
Providence First Trust
Arizona
$2.99M +$75.8K +902 +3%
OFW
305
Omnia Family Wealth
Florida
$2.96M
WLIM
306
White Lighthouse Investment Management
Massachusetts
$2.94M +$360K +4,284 +14%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$2.93M -$21.4K -255 -0.7%
APA
308
American Portfolios Advisors
New York
$2.92M +$531K +6,318 +22%
CPA
309
Clear Perspective Advisors
Illinois
$2.91M -$5.02M -59,661 -63%
BCA
310
Bernzott Capital Advisors
California
$2.91M
GAM
311
Gould Asset Management
California
$2.87M -$974K -11,585 -25%
PB
312
Pinnacle Bancorp
Nebraska
$2.86M +$15.5K +184 +0.5%
LWM
313
Lenox Wealth Management
Ohio
$2.84M -$23K -273 -0.8%
FMC
314
First Merchants Corp
Indiana
$2.82M +$38.8K +462 +1%
Prudential Financial
315
Prudential Financial
New Jersey
$2.79M -$695K -8,269 -20%
CAAS
316
Capital Asset Advisory Services
Michigan
$2.79M +$2.76M +32,769 New
SPC
317
Sigma Planning Corp
Michigan
$2.79M +$446K +5,310 +19%
CPIG
318
Chicago Partners Investment Group
Illinois
$2.77M -$29.7K -353 -1%
LFAS
319
Level Four Advisory Services
Texas
$2.74M +$865K +10,294 +46%
FM
320
Foster & Motley
Ohio
$2.72M +$295K +3,506 +12%
CANC
321
Culbertson A N & Co
Virginia
$2.69M +$298K +3,540 +12%
RMC
322
Regis Management Company
California
$2.67M +$11.8K +140 +0.4%
DI
323
DFPG Investments
Utah
$2.67M +$311K +3,698 +13%
WAS
324
Wealth Advisory Solutions
Indiana
$2.56M +$2.57M +30,573 New
LRIA
325
Leonard Rickey Investment Advisors
Washington
$2.55M +$309K +3,670 +14%