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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
701
Cedar Brook Financial Partners
Ohio
$1.11M -$33.1K -389 -3%
CFAM
702
Center For Asset Management
Florida
$1.1M +$319K +3,751 +41%
PPW
703
Pinnacle Private Wealth
Massachusetts
$1.09M +$1.09M +12,843 New
CWM
704
Cahaba Wealth Management
Georgia
$1.08M +$88.9K +1,044 +9%
FI
705
Financial Insights
Washington
$1.08M +$218K +2,560 +25%
CB
706
Community Bank
New York
$1.07M -$109K -1,285 -9%
OC
707
Oppenheimer & Co
New York
$1.07M -$53.8K -632 -5%
LPP
708
Life Planning Partners
Florida
$1.07M +$1.07M +12,592 New
BSWA
709
Bromfield Sneider Wealth Advisors
Massachusetts
$1.06M +$1.07M +12,558 New
KWMG
710
King Wealth Management Group
Florida
$1.06M -$3.75K -44 -0.4%
AWM
711
Altavista Wealth Management
North Carolina
$1.04M +$502K +5,898 +92%
GIA
712
Guyasuta Investment Advisors
Pennsylvania
$1.03M -$11.6K -136 -1%
Fiera Capital (Canada)
713
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$1.03M +12,152 New
CAWM
714
Capital Advisors Wealth Management
Washington
$1.03M -$4.17K -49 -0.4%
SFG
715
Sovereign Financial Group
Connecticut
$1.03M +$19.1K +224 +2%
PFG
716
PAX Financial Group
Texas
$1.03M +$24.7K +290 +2%
JCM
717
Jacobi Capital Management
Pennsylvania
$1.03M -$18.7K -219 -2%
TI
718
Truepoint Inc
Ohio
$1.01M +$24.4K +286 +2%
CF
719
Centaurus Financial
California
$1M -$239K -2,810 -19%
BIM
720
Barton Investment Management
Pennsylvania
$998K – – –
JRP
721
Jasper Ridge Partners
California
$998K – – –
BS
722
Banco Santander
Spain
$995K – – –
RWM
723
Rockwood Wealth Management
Pennsylvania
$991K +$996K +11,696 New
BBNB
724
Baker Boyer National Bank
Washington
$986K +$991K +11,630 New
TMWM
725
Taylor & Morgan Wealth Management
Michigan
$978K +$982K +11,534 New