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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$158M +$10.1M +136,173 +7%
RWM
52
Ritholtz Wealth Management
New York
$156M +$16.1M +216,798 +11%
Mariner
53
Mariner
Kansas
$156M +$31.8M +429,054 +25%
MC
54
McMorgan & Co
California
$147M +$2.14M +28,856 +1%
PIMG
55
Patriot Investment Management Group
Tennessee
$139M +$8.05M +108,446 +6%
VAS
56
Vestmark Advisory Solutions
Massachusetts
$134M +$2.85M +38,417 +2%
TCIIS
57
TIAA-CREF Individual & Institutional Services
New York
$134M +$135M +1,822,695 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$134M +$9.56M +128,801 +8%
AC
59
Apella Capital
Connecticut
$133M +$10.6M +142,630 +9%
VFP
60
Verus Financial Partners
Virginia
$132M +$5.27M +71,054 +4%
CFA
61
Capstone Financial Advisors
Illinois
$130M +$443K +5,966 +0.3%
G
62
GenTrust
Florida
$129M +$13.8M +186,402 +12%
Wealthfront Advisers
63
Wealthfront Advisers
California
$128M -$1.48M -19,939 -1%
Betterment LLC
64
Betterment LLC
New York
$118M -$8.63M -116,262 -7%
CAM
65
Chandler Asset Management
California
$117M -$6.69M -90,130 -5%
ANTB
66
AMG National Trust Bank
Colorado
$117M +$11.1M +149,849 +10%
TW
67
Trajan Wealth
Arizona
$115M +$9.94M +134,025 +9%
BWL
68
Bogart Wealth LLC
Virginia
$114M -$5.01M -67,564 -4%
EA
69
Efficient Advisors
Ohio
$114M +$2.36M +31,866 +2%
Victory Capital Management
70
Victory Capital Management
Texas
$113M +$48.5M +654,161 +74%
GEM
71
Global Endowment Management
North Carolina
$110M -$28.8M -388,213 -21%
LFS
72
Lutz Financial Services
Nebraska
$105M +$5.06M +68,196 +5%
IWC
73
Integrated Wealth Concepts
Massachusetts
$105M +$20.2M +272,044 +24%
SWP
74
Stratos Wealth Partners
Ohio
$105M -$10.5M -142,131 -9%
KAS
75
Kestra Advisory Services
Texas
$104M +$9.21M +124,202 +10%