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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
401
Fidelity International
Bermuda
$2.22M +$470K +5,372 +27%
DY
402
Dowling & Yahnke
California
$2.22M +$347K +3,970 +19%
GAM
403
Gould Asset Management
California
$2.19M -$181K -2,075 -8%
DBRC
404
D.B. Root & Company
Pennsylvania
$2.18M -$9.18K -105 -0.4%
CAM
405
Cresset Asset Management
Illinois
$2.16M +$2.14M +24,495 New
CFIA
406
Cantor Fitzgerald Investment Advisors
New York
$2.15M -$35.8K -410 -2%
FUBT
407
First United Bank & Trust
Maryland
$2.13M +$136K +1,552 +7%
AF
408
Aldebaran Financial
$2.11M -$40.1K -459 -2%
MHS
409
M Holdings Securities
Oregon
$2.1M +$132K +1,515 +7%
FCBT
410
First Citizens Bank & Trust
North Carolina
$2.09M +$237K +2,715 +13%
MFW
411
Mosaic Family Wealth
Missouri
$2.08M +$507K +5,795 +33%
SW
412
SVB Wealth
Massachusetts
$2.08M +$2.06M +23,541 +48,043%
AWM
413
Avior Wealth Management
Nebraska
$2.08M -$13.7K -157 -0.7%
MECA
414
Miller Equity Capital Advisors
Texas
$2.08M – – –
SFA
415
Sequoia Financial Advisors
Ohio
$2.07M +$263K +3,009 +15%
JWCA
416
J.W. Cole Advisors
Florida
$2.03M +$2.01M +23,001 New
WP
417
WealthShield Partners
North Carolina
$1.97M -$48.4K -554 -2%
KFGK
418
Keystone Financial Group (Kentucky)
Kentucky
$1.96M +$196K +2,243 +11%
PS
419
Portfolio Solutions
Michigan
$1.92M -$89.3K -1,021 -4%
BS
420
Banco Santander
Spain
$1.91M -$217K -2,477 -10%
IFG
421
Independent Financial Group
California
$1.91M +$129K +1,474 +7%
PG
422
Prostatis Group
Maryland
$1.91M +$1.09M +12,471 +137%
CG
423
Colony Group
Massachusetts
$1.9M -$1.25M -14,249 -40%
BP
424
Ballentine Partners
Massachusetts
$1.86M -$3.27M -37,422 -64%
BFPW
425
BOK Financial Private Wealth
Colorado
$1.86M +$244K +2,789 +15%