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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
WA
426
WBH Advisory
Maryland
$262K +$263K +3,123 New
1832 Asset Management
427
1832 Asset Management
Ontario, Canada
$254K
FA
428
Financial Advantage
Maryland
$253K +$22.6K +268 +10%
ST
429
Smithfield Trust
Pennsylvania
$251K
WCM
430
Windham Capital Management
Massachusetts
$245K
PNC
431
Park National Corp
Ohio
$238K
WPW
432
Waldron Private Wealth
Pennsylvania
$237K +$8.42K +100 +4%
DIP
433
DT Investment Partners
Pennsylvania
$236K
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$236K +$5.05K +60 +2%
BW
435
Bison Wealth
Georgia
$232K -$11.4K -135 -5%
HFS
436
HL Financial Services
Kentucky
$232K -$8.42K -100 -3%
Lido Advisors
437
Lido Advisors
California
$232K +$2.69K +32 +1%
Mariner
438
Mariner
Kansas
$226K +$226K +2,683 New
BCM
439
Bienville Capital Management
New York
$224K +$224K +2,660 New
MWM
440
Merriman Wealth Management
Washington
$222K +$222K +2,636 New
AWMG
441
Alliance Wealth Management Group
New Jersey
$220K +$221K +2,620 New
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$216K +$101K +1,194 +87%
HIMC
443
Heritage Investors Management Corp
Maryland
$215K
VSWA
444
Vontobel Swiss Wealth Advisors
Switzerland
$215K +$215K +2,557 New
JIR
445
James Investment Research
Ohio
$212K +$23.8K +283 +13%
IPC
446
Independent Portfolio Consultants
Florida
$211K -$29.5K -350 -12%
AC
447
Addison Capital
Pennsylvania
$208K -$2.52K -30 -1%
IFS
448
Ifrah Financial Services
Arkansas
$207K -$3.87K -46 -2%
WCM
449
Weik Capital Management
Pennsylvania
$206K +$206K +2,450 New
RTS
450
Round Table Services
New Jersey
$206K +$206K +2,453 New