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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$679K – – –
TSS
602
Two Sigma Securities
New York
$677K +$670K +7,661 New
APC
603
Aspire Private Capital
North Carolina
$676K +$172K +1,964 +35%
FWP
604
FAS Wealth Partners
Kansas
$675K -$40.5K -463 -6%
MAP
605
Milestone Advisory Partners
North Carolina
$675K +$668K +7,646 New
CWAG
606
Compton Wealth Advisory Group
Virginia
$671K +$664K +7,598 New
PCIA
607
Prime Capital Investment Advisors
Kansas
$663K +$295K +3,372 +82%
HWM
608
Hohimer Wealth Management
Washington
$662K +$312K +3,571 +91%
NFC
609
Northeast Financial Consultants
Connecticut
$659K +$652K +7,460 New
SWM
610
SeaCrest Wealth Management
New York
$651K -$80.7K -923 -11%
BIA
611
Barry Investment Advisors
Massachusetts
$643K +$1.75K +20 +0.3%
AWM
612
Aries Wealth Management
Maine
$635K – – –
SP
613
Successful Portfolios
Florida
$633K -$13.4K -153 -2%
NP
614
NorthRock Partners
Minnesota
$631K -$1.22M -13,899 -98%
SWM
615
SigFig Wealth Management
California
$626K +$90.1K +1,031 +17%
LBD
616
Landsberg Bennett & Dubbaneh
Florida
$618K +$3.06K +35 +0.5%
TWA
617
TCI Wealth Advisors
Arizona
$618K +$146K +1,666 +31%
DC
618
Derby & Company
Massachusetts
$615K +$609K +6,966 New
NWP
619
Northstar Wealth Partners
Connecticut
$607K – – –
Bank Julius Baer & Co
620
Bank Julius Baer & Co
Switzerland
$606K -$27.3K -312 -4%
GLA
621
Good Life Advisors
Pennsylvania
$602K -$398K -4,548 -40%
SCA
622
Snowden Capital Advisors
New York
$601K -$7.78K -89 -1%
PIA
623
Perennial Investment Advisors
California
$590K +$104K +1,189 +22%
ACM
624
Allred Capital Management
Texas
$587K – – –
DSC
625
Duncker Streett & Co
Missouri
$584K +$1.4K +16 +0.2%