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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Aries Wealth Management
Maine
$992K +$1M +13,185 New
OPA
652
Old Port Advisors
Maine
$989K +$993K +13,042 New
CWM
653
Cahaba Wealth Management
Georgia
$988K +$20K +263 +2%
IC
654
Innealta Capital
Texas
$985K +$94.4K +1,241 +10%
BWA
655
Beam Wealth Advisors
Louisiana
$983K -$163K -2,145 -14%
RA
656
RFG Advisory
Alabama
$979K +$6.93K +91 +0.7%
DWT
657
Dorsey & Whitney Trust
South Dakota
$978K -$1.56M -20,532 -61%
PFO
658
Pathstone Family Office
New Jersey
$972K +$733K +9,633 +293%
IA
659
IFG Advisory
Georgia
$969K +$23.2K +305 +2%
HP
660
HT Partners
Connecticut
$962K -$17.7M -232,122 -95%
SFG
661
Sovereign Financial Group
Connecticut
$959K -$8.68K -114 -0.9%
BEW
662
Burton Enright Welch
California
$956K -$30.3K -398 -3%
CAL
663
Capital Analysts LLC
Pennsylvania
$947K +$260K +3,413 +37%
MGIA
664
Moneta Group Investment Advisors
Missouri
$942K -$1.16M -15,183 -96%
VWM
665
Valley Wealth Managers
New Jersey
$933K +$943K +12,392 New
JCM
666
Jacobi Capital Management
Pennsylvania
$931K +$45.9K +603 +5%
FCM
667
Fortis Capital Management
Washington
$931K +$941K +12,370 New
WF
668
Warner Financial
Maryland
$928K +$76 +1 +0%
GIA
669
Guyasuta Investment Advisors
Pennsylvania
$919K – – –
MW
670
Marcum Wealth
Ohio
$910K -$136K -1,791 -13%
KWMG
671
King Wealth Management Group
Florida
$910K -$21.8K -286 -2%
TWC
672
TD Waterhouse Canada
Ontario, Canada
$906K -$19.4K -255 -2%
SFS
673
Security Financial Services
Indiana
$898K -$57.3K -753 -6%
EB
674
Eastern Bank
Massachusetts
$895K -$4.49K -59 -0.5%
SPP
675
Single Point Partners
Massachusetts
$889K +$899K +11,814 New