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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
301
Wooster Corthell Wealth Management
Connecticut
$3.41M +$3.39M +39,956 New
EP Wealth Advisors
302
EP Wealth Advisors
California
$3.39M -$3.91M -46,009 -54%
ATC
303
Argent Trust Co
Tennessee
$3.35M +$2.89M +34,012 +653%
JMG Financial Group
304
JMG Financial Group
Illinois
$3.31M -$411K -4,842 -11%
LWM
305
Lenox Wealth Management
Ohio
$3.28M +$393K +4,621 +14%
PFT
306
Providence First Trust
Arizona
$3.22M +$174K +2,050 +6%
RWA
307
Ropes Wealth Advisors
Massachusetts
$3.22M +$2.18M +25,694 +214%
WAS
308
Wealth Advisory Solutions
Indiana
$3.21M +$597K +7,027 +23%
CCA
309
Cobblestone Capital Advisors
New York
$3.13M -$455K -5,355 -13%
Sigma Planning Corp
310
Sigma Planning Corp
Michigan
$3.11M +$269K +3,166 +10%
Pure Financial Advisors
311
Pure Financial Advisors
California
$3.08M -$668K -7,858 -18%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$3.08M +$95.4K +1,123 +3%
WA
313
WBH Advisory
Maryland
$3.07M +$1.32M +15,530 +76%
Colony Group
314
Colony Group
Massachusetts
$3.06M +$705K +8,304 +30%
OFW
315
Omnia Family Wealth
Florida
$3.01M – – –
VFP
316
Verus Financial Partners
Virginia
$3.01M +$716K +8,431 +31%
DI
317
DAGCO Inc
Ohio
$2.97M +$1.65M +19,480 +127%
Mariner
318
Mariner
Kansas
$2.89M +$583K +6,857 +25%
FM
319
Foster & Motley
Ohio
$2.88M +$112K +1,320 +4%
EAM
320
Evanson Asset Management
California
$2.88M +$1.06M +12,470 +59%
First Merchants Corp
321
First Merchants Corp
Indiana
$2.87M – – –
CS
322
Comerica Securities
Michigan
$2.87M +$536K +6,312 +23%
Scotia Capital
323
Scotia Capital
Ontario, Canada
$2.86M -$529K -6,224 -16%
Tiedemann Advisors
324
Tiedemann Advisors
New York
$2.84M +$2.83M +33,303 New
PB
325
Pinnacle Bancorp
Nebraska
$2.84M -$75.8K -892 -3%