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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
376
Canal Capital Management
Virginia
$708K +$121K +1,527 +20%
BIA
377
Barry Investment Advisors
Massachusetts
$703K -$25.1K -318 -3%
KeyBank National Association
378
KeyBank National Association
Ohio
$702K -$80.6K -1,020 -10%
AWM
379
Altium Wealth Management
New York
$694K -$394K -4,989 -36%
CWM
380
Cahaba Wealth Management
Georgia
$694K -$131K -1,653 -16%
NG
381
Northstar Group
New York
$694K -$23.7K -300 -3%
WP
382
WealthSource Partners
California
$693K +$429K +5,422 +160%
AP
383
Advisors Preferred
Maryland
$687K -$127K -1,608 -16%
WPW
384
Winthrop Partners - WNY
New York
$685K -$47.9K -606 -7%
TCOV
385
Trust Company of Vermont
Vermont
$682K -$47.5K -601 -6%
LPT
386
Legacy Private Trust
Wisconsin
$677K -$58.7K -742 -8%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$676K +$869 +11 +0.1%
PA
388
PFG Advisors
Arizona
$673K -$194K -2,459 -22%
CTA
389
Chesley Taft & Associates
Illinois
$672K -$23.7K -300 -3%
FF
390
Friedenthal Financial
New Jersey
$661K -$10.2K -129 -2%
BAM
391
Belpointe Asset Management
Nevada
$659K +$662K +8,380 New
ATC
392
Adirondack Trust Company
New York
$658K -$144K -1,825 -18%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$656K +$186K +2,349 +39%
PS
394
Portfolio Solutions
Michigan
$651K +$429K +5,428 +189%
TC
395
Truvestments Capital
Florida
$649K -$47.3K -598 -7%
NFG
396
Next Financial Group
Texas
$640K -$12.4M -157,362 -95%
HIS
397
Horizon Investment Services
Indiana
$640K -$59.4K -751 -8%
AWM
398
AE Wealth Management
Kansas
$625K +$78K +987 +14%
Lido Advisors
399
Lido Advisors
California
$624K +$102K +1,286 +19%
VCAM
400
Van Cleef Asset Management
Ohio
$621K -$24.5K -310 -4%