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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
376
Cerity Partners OCIO
New York
$742K -$215K -2,720 -22%
LPT
377
Legacy Private Trust
Wisconsin
$740K -$219K -2,765 -23%
WPW
378
Winthrop Partners - WNY
New York
$737K +$3.16K +40 +0.4%
CFC
379
Coyle Financial Counsel
Illinois
$735K +$7.19K +91 +1%
LGWM
380
Litman Gregory Wealth Management
California
$733K -$93.8K -1,187 -11%
BIA
381
Barry Investment Advisors
Massachusetts
$733K +$1.03K +13 +0.1%
TCOV
382
Trust Company of Vermont
Vermont
$733K +$126K +1,594 +21%
AIM
383
AMI Investment Management
Indiana
$729K +$53.4K +675 +8%
NG
384
Northstar Group
New York
$722K -$19.8K -250 -3%
IWC
385
Integrated Wealth Concepts
Massachusetts
$712K -$8.87M -112,243 -96%
FLA
386
Financial Life Advisors
Texas
$706K -$1.11K -14 -0.2%
HIS
387
Horizon Investment Services
Indiana
$704K -$4.11K -52 -0.6%
CTA
388
Chesley Taft & Associates
Illinois
$700K – – –
TC
389
Truvestments Capital
Florida
$700K +$699K +8,844 New
BA
390
Boston Advisors
Massachusetts
$695K -$94.4K -1,194 -12%
FWP
391
FAS Wealth Partners
Kansas
$692K -$5.53K -70 -0.8%
FDCDDQ
392
Federation des caisses Desjardins du Quebec
Quebec, Canada
$680K -$63.9K -808 -9%
FF
393
Friedenthal Financial
New Jersey
$676K -$156K -1,969 -19%
SFS
394
Sowell Financial Services
Arkansas
$657K -$8.85K -112 -1%
FNBOO
395
First National Bank of Omaha
Nebraska
$657K +$33.5K +424 +5%
Thrivent Financial for Lutherans
396
Thrivent Financial for Lutherans
Minnesota
$651K +$4.58K +58 +0.7%
VCAM
397
Van Cleef Asset Management
Ohio
$650K +$42.3K +535 +7%
KFGK
398
Keystone Financial Group (Kentucky)
Kentucky
$620K -$97.2K -1,230 -14%
PAS
399
Partnervest Advisory Services
California
$618K -$4.03K -51 -0.6%
DSC
400
Duncker Streett & Co
Missouri
$612K +$2.69K +34 +0.4%