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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$126K +1,531 +13%
TI
327
Truepoint Inc
Ohio
$1.04M +$71.1K +867 +7%
SFA
328
Sequoia Financial Advisors
Ohio
$1.03M +$13.5K +165 +1%
HFS
329
HL Financial Services
Kentucky
$1.01M +$318K +3,873 +46%
PMFA
330
Plante Moran Financial Advisors
Michigan
$1.01M – – –
IA
331
IndexIQ Advisors
New York
$1M +$989K +12,059 +7,264%
DCM
332
Dimension Capital Management
Florida
$984K – – –
BAM
333
Bruderman Asset Management
New York
$978K +$93.4K +1,138 +11%
CSIC
334
Clifford Swan Investment Counsel
California
$977K – – –
CS
335
Comerica Securities
Michigan
$976K +$161K +1,964 +20%
RJT
336
Raymond James Trust
Florida
$970K -$49.4K -602 -5%
TTWM
337
TCV Trust & Wealth Management
Virginia
$950K – – –
ZF
338
Zhang Financial
Michigan
$945K – – –
MAS
339
Managed Account Services
Florida
$940K +$1.23K +15 +0.1%
BAC
340
Boys Arnold & Co
North Carolina
$939K -$225K -2,740 -19%
SGCA
341
Steel Grove Capital Advisors
Tennessee
$927K -$10.7K -130 -1%
CWM
342
Cahaba Wealth Management
Georgia
$919K +$920K +11,211 New
WPIC
343
White Pine Investment Company
Michigan
$911K +$8.61K +105 +1%
ATC
344
Adirondack Trust Company
New York
$905K +$31.6K +385 +4%
KeyBank National Association
345
KeyBank National Association
Ohio
$885K +$46.8K +571 +6%
DCM
346
DeGreen Capital Management
Arizona
$874K -$113K -1,375 -11%
TSW
347
Thompson Siegel & Walmsley
Virginia
$871K +$151K +1,840 +21%
DSC
348
Duncker Streett & Co
Missouri
$866K -$32.4K -395 -4%
Neuberger Berman Group
349
Neuberger Berman Group
New York
$864K -$15.9K -194 -2%
AA
350
Apriem Advisors
California
$861K -$734K -8,943 -46%