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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WRM
426
Westport Resources Management
Connecticut
$10K – – –
UFA
427
US Financial Advisors
Massachusetts
$9K -$217K -2,633 -96%
MWP
428
MYCIO Wealth Partners
Pennsylvania
$8K – – –
FA
429
FMA Advisory
Pennsylvania
$8K +$8.22K +100 New
FWM
430
Focused Wealth Management
New York
$5K – – –
GWA
431
Genesis Wealth Advisors
Massachusetts
$4.06K – – –
CFA
432
Camarda Financial Advisors
Florida
$3K +$3.13K +38 New
SFPIA
433
Stevens First Principles Investment Advisors
California
$2K – – –
CWM
434
Catamount Wealth Management
Connecticut
$1K – – –
SGC
435
South Georgia Capital
Illinois
$1K – – –
TIM
436
Tortoise Investment Management
New York
$1K +$1.07K +13 +325%
MAS
437
Madden Advisory Services
Florida
$1K +$1.56K +19 New
BC
438
Brinker Capital
Pennsylvania
– -$13.5M -162,046 Closed
OC
439
Oppenheimer & Co
New York
– -$12.6M -151,721 Closed
SCM
440
Stonehearth Capital Management
Massachusetts
– -$9.56M -114,638 Closed
CG
441
Carlyle Group
District of Columbia
– -$7.91M -94,830 Closed
Millennium Management
442
Millennium Management
New York
– -$7M -83,981 Closed
CIBC World Market
443
CIBC World Market
Ontario, Canada
– -$3.65M -43,721 Closed
Truist Financial
444
Truist Financial
North Carolina
– -$3.12M -37,458 Closed
NG
445
NatWest Group
United Kingdom
– -$3M -36,000 Closed
ACM
446
Alpha Capital Management
Texas
– -$700K -8,500 Closed
LA
447
LVW Advisors
New York
– -$550K -6,600 Closed
AW
448
ACG Wealth
Georgia
– -$525K -6,293 Closed
B
449
Bailard
California
– -$494K -5,923 Closed
HJA
450
Hugh Johnson Advisors
New York
– -$379K -4,550 Closed