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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
651
Badgley Phelps Wealth Managers
Washington
$965K +$975K +11,290 New
NW
652
NewEdge Wealth
Pennsylvania
$958K -$399K -4,622 -29%
WP
653
WealthShield Partners
North Carolina
$949K +$12.2K +141 +1%
IIM
654
Ironwood Investment Management
Massachusetts
$945K -$22.3K -258 -2%
Principal Financial Group
655
Principal Financial Group
Iowa
$931K +$114K +1,325 +14%
PA
656
Procyon Advisors
Connecticut
$928K +$937K +10,856 New
CFO
657
Colony Family Offices
North Carolina
$913K -$313K -3,628 -25%
SAM
658
S.A. Mason
Michigan
$905K -$100K -1,158 -10%
DCM
659
DeGreen Capital Management
Arizona
$905K +$48.7K +564 +6%
CIBC World Market
660
CIBC World Market
Ontario, Canada
$900K -$121K -1,403 -12%
BU
661
BBVA USA
Alabama
$898K -$286K -3,312 -24%
MWM
662
MorganRosel Wealth Management
Colorado
$896K +$35.6K +412 +4%
AC
663
Addison Capital
Pennsylvania
$895K -$8.72K -101 -1%
YIA
664
YHB Investment Advisors
Connecticut
$888K -$121K -1,400 -12%
TCA
665
Transcend Capital Advisors
New Jersey
$887K +$22.3K +258 +3%
CA
666
Claro Advisors
Massachusetts
$885K +$411K +4,760 +85%
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$882K -$34.5K -400 -4%
FPCP
668
Fort Point Capital Partners
California
$872K -$256K -2,971 -23%
FI
669
Financial Insights
Washington
$870K +$173K +2,007 +25%
IAN
670
Integrated Advisors Network
Texas
$853K +$367K +4,254 +74%
AWM
671
Aries Wealth Management
Maine
$852K -$8.63K -100 -1%
BAM
672
BTS Asset Management
Massachusetts
$851K -$540K -6,258 -39%
RCIM
673
Red Cedar Investment Management
Michigan
$833K +$100K +1,164 +14%
BCA
674
Bay Colony Advisors
Massachusetts
$829K -$3.37K -39 -0.4%
IWM
675
IHT Wealth Management
Illinois
$820K -$2.4M -27,818 -74%