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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
RT
451
Rockland Trust
Massachusetts
$850K +$840K +10,025 New
PMG
452
ProVise Management Group
Florida
$847K
MWP
453
MYCIO Wealth Partners
Pennsylvania
$846K +$93.6K +1,117 +13%
SFS
454
Sowell Financial Services
Arkansas
$844K +$838K +9,991 New
CNBT
455
Canandaigua National Bank & Trust
New York
$824K +$258K +3,083 +46%
WA
456
WBH Advisory
Maryland
$818K +$559K +6,668 +221%
KeyBank National Association
457
KeyBank National Association
Ohio
$813K -$65.9K -786 -8%
HCM
458
Howard Capital Management
Georgia
$803K +$8.97K +107 +1%
CS
459
Credit Suisse
Switzerland
$803K +$798K +9,515 New
MFG
460
MidWestOne Financial Group
Iowa
$795K -$72.4K -864 -8%
CFC
461
Coyle Financial Counsel
Illinois
$772K -$44.8K -534 -6%
FWP
462
FAS Wealth Partners
Kansas
$758K -$6.37K -76 -0.8%
FF
463
Friedenthal Financial
New Jersey
$755K +$67.1K +801 +10%
CIA
464
Choate Investment Advisors
Massachusetts
$739K +$2.52K +30 +0.3%
EA
465
Elm Advisors
California
$739K +$31.4K +375 +4%
ClearBridge Investments
466
ClearBridge Investments
New York
$739K +$81.1K +968 +12%
UWM
467
USAdvisors Wealth Management
Minnesota
$731K -$50K -596 -6%
PIP
468
Peachtree Investment Partners
Florida
$725K -$79.2K -945 -10%
RMDI
469
R.M. Davis Inc
Maine
$725K +$51.9K +619 +8%
Franklin Resources
470
Franklin Resources
California
$719K +$409K +4,878 +134%
BSA
471
Bull Street Advisors
Georgia
$714K +$709K +8,460 New
DAS
472
Dynamic Advisor Solutions
Arizona
$702K -$30.7K -366 -4%
FMWA
473
Forvis Mazars Wealth Advisors
Missouri
$700K -$638K -7,613 -48%
BAM
474
Belpointe Asset Management
Nevada
$697K +$16.2K +193 +2%
SCG
475
Sonata Capital Group
Washington
$691K +$224K +2,675 +49%