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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
G
51
GenTrust
Florida
$177M +$48.9M +666,530 +38%
RIG
52
RiverFront Investment Group
Virginia
$177M +$815K +11,107 +0.5%
OC
53
Oakworth Capital
Alabama
$172M +$10.8M +146,945 +7%
APCM
54
Alaska Permanent Capital Management
Alaska
$164M +$2.92M +39,748 +2%
RWM
55
Ritholtz Wealth Management
New York
$163M +$7.57M +103,182 +5%
Mariner
56
Mariner
Kansas
$144M -$11.1M -151,245 -7%
MC
57
McMorgan & Co
California
$144M -$2.89M -39,335 -2%
PIMG
58
Patriot Investment Management Group
Tennessee
$143M +$4.11M +56,014 +3%
TCIIS
59
TIAA-CREF Individual & Institutional Services
New York
$138M +$4.17M +56,811 +3%
VAS
60
Vestmark Advisory Solutions
Massachusetts
$135M +$1.08M +14,725 +0.8%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$135M +$1.53M +20,867 +1%
Wealthfront Advisers
62
Wealthfront Advisers
California
$135M +$7.61M +103,716 +6%
CFA
63
Capstone Financial Advisors
Illinois
$135M +$4.46M +60,772 +3%
VFP
64
Verus Financial Partners
Virginia
$134M +$3.4M +46,348 +3%
GC
65
Garde Capital
Washington
$133M +$133M +1,807,800 New
AC
66
Apella Capital
Connecticut
$133M +$1.8M +24,575 +1%
CAM
67
Chandler Asset Management
California
$128M +$11.4M +155,475 +10%
TW
68
Trajan Wealth
Arizona
$122M +$7.76M +105,738 +7%
BWL
69
Bogart Wealth LLC
Virginia
$118M +$5.04M +68,661 +4%
ANTB
70
AMG National Trust Bank
Colorado
$113M -$3.28M -44,666 -3%
LFS
71
Lutz Financial Services
Nebraska
$109M +$3.47M +47,322 +3%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$109M +$26.6M +362,572 +32%
Victory Capital Management
73
Victory Capital Management
Texas
$108M -$5.2M -70,905 -5%
GEM
74
Global Endowment Management
North Carolina
$107M -$2.07M -28,233 -2%
PCIA
75
Prime Capital Investment Advisors
Kansas
$106M +$2.88M +39,284 +3%