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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
626
Laurel Wealth Advisors (North Carolina)
North Carolina
$580K – – –
FAT
627
First American Trust
California
$580K +$113K +1,293 +25%
VFA
628
Valeo Financial Advisors
Indiana
$577K +$202K +2,313 +55%
CFA
629
Carroll Financial Associates
North Carolina
$571K +$63.3K +724 +13%
SSWM
630
Sheets Smith Wealth Management
North Carolina
$569K +$437 +5 +0.1%
EVM
631
Eaton Vance Management
Massachusetts
$559K +$25.4K +291 +5%
MWM
632
MorganRosel Wealth Management
Colorado
$558K +$35.7K +408 +7%
EFS
633
Essex Financial Services
Connecticut
$555K +$549K +6,285 New
CAG
634
Csenge Advisory Group
Florida
$545K +$163K +1,860 +43%
BC
635
Belmont Capital
California
$542K +$262 +3 +0%
Bessemer Group
636
Bessemer Group
New Jersey
$540K – – –
PW
637
Peninsula Wealth
California
$534K +$529K +6,047 New
SIA
638
Strategic Investment Advisors
Michigan
$530K +$15.7K +180 +3%
GT
639
Greenleaf Trust
Michigan
$528K +$522K +5,972 New
BC
640
Burney Company
Virginia
$520K +$32.3K +369 +7%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$517K -$19.8K -227 -4%
RCIM
642
Red Cedar Investment Management
Michigan
$513K – – –
CWS
643
Cypress Wealth Services
California
$509K -$416K -4,758 -45%
APW
644
Aurora Private Wealth
New Jersey
$509K -$323K -3,695 -39%
H
645
HoyleCohen
California
$508K +$131K +1,500 +35%
GMA
646
Goldstein Munger & Associates
California
$507K – – –
BAM
647
Baldrige Asset Management
Pennsylvania
$507K +$15.5K +177 +3%
JWM
648
Janiczek Wealth Management
Colorado
$506K – – –
NEPWA
649
New England Private Wealth Advisors
Massachusetts
$503K +$1.66K +19 +0.3%
TWM
650
Titus Wealth Management
California
$502K -$6.56K -75 -1%