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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$914K +$177K +2,174 +25%
FGAM
427
Financial Gravity Asset Management
Texas
$912K -$55.1K -676 -6%
KFGK
428
Keystone Financial Group (Kentucky)
Kentucky
$897K +$154K +1,895 +21%
Neuberger Berman Group
429
Neuberger Berman Group
New York
$874K +$7.98K +98 +0.9%
KeyBank National Association
430
KeyBank National Association
Ohio
$865K +$23.2K +285 +3%
CTA
431
Chesley Taft & Associates
Illinois
$859K +$138K +1,700 +20%
PA
432
PFG Advisors
Arizona
$857K +$53.6K +658 +7%
MFG
433
MidWestOne Financial Group
Iowa
$854K +$837K +10,275 New
PMG
434
ProVise Management Group
Florida
$834K -$92.1K -1,130 -10%
WIA
435
World Investment Advisors
California
$828K +$110K +1,345 +16%
BJL
436
Brighton Jones LLC
Washington
$823K -$90.7K -1,114 -10%
CFC
437
Coyle Financial Counsel
Illinois
$804K +$118K +1,447 +18%
CA
438
Clearstead Advisors
Ohio
$800K +$94.7K +1,162 +14%
PIP
439
Peachtree Investment Partners
Florida
$792K +$777K +9,537 New
HCM
440
Howard Capital Management
Georgia
$779K -$4.81K -59 -0.6%
WP
441
WealthSource Partners
California
$753K +$34.1K +418 +5%
FWP
442
FAS Wealth Partners
Kansas
$752K +$32.3K +397 +5%
FLA
443
Financial Life Advisors
Texas
$750K -$11.7K -144 -2%
IWM
444
IHT Wealth Management
Illinois
$744K +$97.6K +1,198 +15%
MWP
445
MYCIO Wealth Partners
Pennsylvania
$739K +$725K +8,902 New
TVAMP
446
Tennessee Valley Asset Management Partners
Tennessee
$726K -$11.6K -143 -2%
CIA
447
Choate Investment Advisors
Massachusetts
$725K +$4.64K +57 +0.7%
DAS
448
Dynamic Advisor Solutions
Arizona
$721K +$325K +3,988 +85%
HWA
449
Hillcrest Wealth Advisors
New Jersey
$714K -$354K -4,350 -34%
ECM
450
ETrade Capital Management
Virginia
$711K +$118K +1,449 +20%