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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
RB
751
Rodgers Brothers
Pennsylvania
$640K – – –
PMG
752
ProVise Management Group
Florida
$639K -$217K -2,857 -25%
FSA
753
Financial Sense Advisors
California
$639K +$646K +8,486 New
CWS
754
Confluence Wealth Services
Pennsylvania
$637K +$35.7K +469 +6%
CM
755
Cornerstone Management
Georgia
$630K +$76 +1 +0%
Bank Julius Baer & Co
756
Bank Julius Baer & Co
Switzerland
$629K – – –
OWM
757
Opes Wealth Management
California
$627K -$293K -3,856 -32%
CAN
758
Claraphi Advisory Network
United States
$622K +$45.7K +601 +8%
VWA
759
V Wealth Advisors
Kansas
$621K -$853K -11,205 -58%
KFI
760
Key Financial Inc
Pennsylvania
$615K +$82.7K +1,086 +15%
SP
761
Successful Portfolios
Florida
$611K -$761 -10 -0.1%
MPIA
762
Mountain Pacific Investment Advisers
Idaho
$605K -$15.2K -200 -2%
CA
763
Claro Advisors
Massachusetts
$600K -$6.32K -83 -1%
WP
764
WMS Partners
Maryland
$599K -$9.51K -125 -2%
SQA
765
Simon Quick Advisors
New Jersey
$596K +$108K +1,417 +22%
SWP
766
Summit Wealth Partners
Florida
$596K +$337K +4,432 +127%
CRWM
767
Castle Rock Wealth Management
California
$594K -$9.89K -130 -2%
OC
768
Oppenheimer & Co
New York
$594K +$73.6K +967 +14%
BBNB
769
Baker Boyer National Bank
Washington
$592K -$432K -5,674 -42%
LFS
770
Legacy Financial Strategies
Kansas
$592K -$261K -3,434 -30%
PCMC
771
Private Capital Management (Colorado)
Colorado
$592K – – –
UFA
772
US Financial Advisors
Massachusetts
$592K +$599K +7,868 New
PFBT
773
Parkside Financial Bank & Trust
Missouri
$582K +$159K +2,085 +37%
JCM
774
J2 Capital Management
Michigan
$581K +$587K +7,715 New
Fisher Asset Management
775
Fisher Asset Management
Washington
$579K -$939K -12,340 -62%