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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
701
Van Cleef Asset Management
Ohio
$640K -$40.1K -465 -6%
SHWM
702
Smith & Howard Wealth Management
Georgia
$640K +$324K +3,760 +99%
BFG
703
Berger Financial Group
Minnesota
$635K -$24.8K -288 -4%
MSAM
704
Moloney Securities Asset Management
Missouri
$629K +$134K +1,550 +26%
SAS
705
SMI Advisory Services
Indiana
$625K +$636K +7,374 New
PIA
706
Perennial Investment Advisors
California
$621K -$6.81K -79 -1%
SVWAG
707
Sound View Wealth Advisors Group
Georgia
$618K -$8.62K -100 -1%
UF
708
Univest Financial
Pennsylvania
$618K +$25.2K +292 +4%
LA
709
LexAurum Advisors
Kansas
$617K +$93.6K +1,085 +17%
BIA
710
Barry Investment Advisors
Massachusetts
$616K +$37.5K +435 +6%
SCA
711
Snowden Capital Advisors
New York
$610K -$90.2K -1,046 -13%
SW
712
StrongBox Wealth
Missouri
$609K -$103K -1,200 -14%
SP
713
Successful Portfolios
Florida
$608K
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$607K +$516K +5,985 +507%
TLFA
715
True Link Financial Advisors
California
$600K -$83.4K -967 -12%
PS
716
Portfolio Solutions
Michigan
$595K -$5.35K -62 -0.9%
CCM
717
Colorado Capital Management
Colorado
$585K -$205K -2,380 -26%
RF
718
Rollins Financial
Georgia
$583K -$49.3K -572 -8%
Bank Julius Baer & Co
719
Bank Julius Baer & Co
Switzerland
$581K
KFI
720
Key Financial Inc
Pennsylvania
$579K -$28.5K -330 -5%
CCM
721
Coldstream Capital Management
Washington
$579K
WPWM
722
Windward Private Wealth Management
Kansas
$574K -$30.4K -353 -5%
TWA
723
TCI Wealth Advisors
Arizona
$573K +$79K +916 +16%
FI
724
Financial Insights
Washington
$573K +$351K +4,075 +152%
Fidelity Investments
725
Fidelity Investments
Massachusetts
$573K +$384K +4,452 +193%