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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
LF
626
Lee Financial
Texas
$233K +$229K +2,871 New
AF
627
Alerus Financial
North Dakota
$230K -$49.4K -618 -18%
CWM
628
CCG Wealth Management
California
$230K -$17.1K -214 -7%
SCA
629
Snowden Capital Advisors
New York
$225K -$40.4K -506 -15%
PO
630
Private Ocean
California
$225K +$220K +2,755 +13,775%
Truist Financial
631
Truist Financial
North Carolina
$223K +$219K +2,745 New
TC
632
Trust Company
Kansas
$222K – – –
BDF
633
Balasa Dinverno & Foltz
$221K +$217K +2,718 New
AWA
634
Arete Wealth Advisors
Illinois
$218K -$45.4K -569 -17%
HJA
635
Hugh Johnson Advisors
New York
$218K +$215K +2,690 New
FI
636
FormulaFolio Investments
Michigan
$214K -$144K -1,805 -41%
TPA
637
Trivium Point Advisory
Connecticut
$212K -$4.63K -58 -2%
MOS
638
MGO One Seven
Ohio
$212K +$59.3K +743 +40%
PCM
639
Parsons Capital Management
Rhode Island
$212K +$208K +2,606 New
WA
640
WBH Advisory
Maryland
$212K +$209K +2,621 New
CWM
641
Connecticut Wealth Management
Connecticut
$207K -$132K -1,655 -39%
WIP
642
Wellesley Investment Partners
Massachusetts
$206K – – –
SBIA
643
Sheaff Brock Investment Advisors
Indiana
$202K +$198K +2,484 New
SWM
644
Sanctuary Wealth Management
Idaho
$200K – – –
RWM
645
RKL Wealth Management
Pennsylvania
$200K +$197K +2,463 New
CFD
646
Creative Financial Designs
Indiana
$193K -$3.51K -44 -2%
AP
647
Arlington Partners
Alabama
$193K – – –
ST
648
Smithfield Trust
Pennsylvania
$193K +$190K +2,374 New
SWP
649
Strategic Wealth Partners
Ohio
$192K -$399 -5 -0.2%
LWA
650
Lenox Wealth Advisors
New York
$181K +$178K +2,225 New