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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CNC
576
Canandaigua National Corp
New York
$792K +$783K +8,961 New
SF
577
Summit Financial
New Jersey
$792K -$135K -1,543 -15%
MWM
578
Madison Wealth Management
Ohio
$791K +$783K +8,955 New
EFSCE
579
Enterprise Financial Services Corp (EFSC)
Missouri
$785K +$777K +8,885 New
RA
580
RFG Advisory
Alabama
$781K +$114K +1,303 +17%
Fidelity Investments
581
Fidelity Investments
Massachusetts
$773K -$450K -5,146 -37%
AUB
582
Atlantic Union Bankshares
Virginia
$771K
GWM
583
Gray Wealth Management
Maine
$760K +$390K +4,463 +108%
KeyBank National Association
584
KeyBank National Association
Ohio
$752K -$1.84K -21 -0.2%
HC
585
HNP Capital
New York
$750K +$249K +2,853 +51%
VRM
586
Vectors Research Management
New York
$750K +$526K +6,018 +243%
LCM
587
Liberty Capital Management
Michigan
$745K +$737K +8,430 New
BSA
588
Bull Street Advisors
Georgia
$742K -$5.25K -60 -0.7%
LWAC
589
Laurel Wealth Advisors (California)
California
$733K +$438K +5,007 +153%
SW
590
StrongBox Wealth
Missouri
$725K
RIA
591
Realta Investment Advisors
Delaware
$724K +$121K +1,380 +20%
MG
592
Mather Group
Illinois
$723K +$193K +2,210 +37%
BAM
593
Belpointe Asset Management
Nevada
$716K +$27.6K +316 +4%
RTS
594
Round Table Services
New Jersey
$716K +$69.1K +790 +11%
WP
595
WMS Partners
Maryland
$714K +$707K +8,084 New
DCM
596
Dimension Capital Management
Florida
$705K -$412K -4,717 -37%
KF
597
Krilogy Financial
Missouri
$692K +$685K +7,839 New
MCM
598
Maryland Capital Management
Maryland
$691K +$683K +7,817 New
UF
599
Univest Financial
Pennsylvania
$688K -$11K -126 -2%
CCM
600
Coldstream Capital Management
Washington
$679K