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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
626
Coston McIsaac & Partners
Maine
$3.09M -$416K -5,733 -12%
CWM
627
Cahill Wealth Management
Michigan
$3.07M -$322K -4,436 -10%
HWM
628
Howard Wealth Management
Connecticut
$3.02M +$36K +496 +1%
NFP
629
Narus Financial Partners
Utah
$2.99M +$68.1K +939 +2%
Northern Trust
630
Northern Trust
Illinois
$2.97M -$925K -12,739 -24%
WF
631
Warner Financial
Maryland
$2.96M +$58K +799 +2%
MGIA
632
Moneta Group Investment Advisors
Missouri
$2.94M -$236K -3,252 -8%
GAM
633
Gould Asset Management
California
$2.93M +$59.5K +820 +2%
KF
634
K2 Financial
California
$2.92M +$43.2K +595 +1%
NF
635
Nikulski Financial
Iowa
$2.92M -$14.6K -201 -0.5%
SAM
636
Sherman Asset Management
California
$2.91M +$119K +1,634 +4%
1L
637
10Elms LLP
Oklahoma
$2.9M +$105K +1,449 +4%
CW
638
CreativeOne Wealth
Kansas
$2.89M +$795K +10,960 +39%
RIM
639
RW Investment Management
Idaho
$2.89M +$33.5K +462 +1%
MFC
640
Mechanics Financial Corp
Ohio
$2.87M +$369K +5,085 +15%
BCM
641
Barden Capital Management
Texas
$2.86M +$113K +1,552 +4%
ATC
642
Argent Trust Co
Tennessee
$2.85M
TFP
643
TrueWealth Financial Partners
Washington
$2.84M +$2.81M +38,714 New
DC
644
Davenport & Co
Virginia
$2.84M +$584K +8,046 +26%
FSG
645
Financial Strategies Group
Michigan
$2.83M +$250K +3,446 +10%
CWM
646
Connecticut Wealth Management
Connecticut
$2.82M +$2.79M +38,460 New
LGA
647
Lebenthal Global Advisors
New York
$2.82M -$173K -2,389 -6%
RWM
648
Reston Wealth Management
Virginia
$2.82M -$32.3K -445 -1%
PFGIA
649
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M -$3.83M -52,772 -58%
TPI
650
Trust Point Inc
Wisconsin
$2.8M +$760K +10,477 +38%