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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Exencial Wealth Advisors
Oklahoma
$1.52M -$13.5K -165 -0.9%
RIA
602
Realta Investment Advisors
Delaware
$1.51M +$52K +637 +3%
Squarepoint
603
Squarepoint
New York
$1.5M -$1.35M -16,545 -47%
SFP
604
Sandbox Financial Partners
Maryland
$1.5M -$550K -6,735 -26%
HF
605
HRT Financial
New York
$1.5M +$1.33M +16,324 +655%
CFC
606
Coyle Financial Counsel
Illinois
$1.49M +$20.2K +247 +1%
OR
607
Olympiad Research
Connecticut
$1.47M -$366K -4,485 -19%
CBFP
608
Cedar Brook Financial Partners
Ohio
$1.47M +$438K +5,364 +41%
WCWM
609
Wooster Corthell Wealth Management
Connecticut
$1.45M -$18.8K -230 -1%
KSWA
610
Kathleen S. Wright Associates
Pennsylvania
$1.44M -$22.2K -272 -1%
IAIM
611
International Assets Investment Management
Florida
$1.43M -$273K -3,341 -16%
Luther King Capital Management (LKCM)
612
Luther King Capital Management (LKCM)
Texas
$1.43M
BAM
613
Baldrige Asset Management
Pennsylvania
$1.43M +$300K +3,674 +26%
CSWM
614
Cassady Schiller Wealth Management
Ohio
$1.42M -$190K -2,331 -12%
FWM
615
Focused Wealth Management
New York
$1.41M +$1.16M +14,246 +417%
TIP
616
Torray Investment Partners
Maryland
$1.4M
SSWM
617
Smith Salley Wealth Management
North Carolina
$1.39M -$102K -1,249 -7%
GWM
618
GoalFusion Wealth Management
Texas
$1.37M -$737K -9,021 -34%
Lazard Asset Management
619
Lazard Asset Management
New York
$1.37M
DBRC
620
D.B. Root & Company
Pennsylvania
$1.37M +$34.4K +421 +3%
GWANC
621
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.37M -$221K -2,711 -14%
ML
622
Mayport LLC
Massachusetts
$1.37M
EAM
623
Evanson Asset Management
California
$1.36M +$88.4K +1,082 +7%
LAS
624
Lloyd Advisory Services
Georgia
$1.36M +$28.3K +346 +2%
MGI
625
MayTech Global Investments
New York
$1.35M