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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
801
Carnegie Investment Counsel
Ohio
$222K +$220K +2,516 New
LWM
802
Liberty Wealth Management
California
$221K -$4.02K -46 -2%
MFS
803
McNamara Financial Services
Massachusetts
$221K – – –
IIC
804
Ironwood Investment Counsel
Arizona
$221K +$219K +2,509 New
HSA
805
HBK Sorce Advisory
Pennsylvania
$219K -$39.2K -448 -15%
ACA
806
Aptus Capital Advisors
Alabama
$216K +$4.28K +49 +2%
GT
807
Glenview Trust
Kentucky
$215K – – –
PHIMC
808
Private Harbour Investment Management & Counsel
Ohio
$212K – – –
PWW
809
Pettyjohn Wood & White
Virginia
$211K +$437 +5 +0.2%
MA
810
MONECO Advisors
Connecticut
$211K +$209K +2,389 New
OBWP
811
O'Brien Wealth Partners
Massachusetts
$209K -$6.03K -69 -3%
CWM
812
Connecticut Wealth Management
Connecticut
$208K +$1.14K +13 +0.6%
MPW
813
MA Private Wealth
California
$207K +$205K +2,347 New
PCM
814
Parsons Capital Management
Rhode Island
$206K -$17.5K -200 -8%
VC
815
Vicus Capital
Pennsylvania
$206K +$204K +2,336 New
MWM
816
Meridian Wealth Management
Kentucky
$206K +$205K +2,342 New
ESB
817
Essex Savings Bank
Connecticut
$205K +$203K +2,317 New
RWM
818
Ritholtz Wealth Management
New York
$204K -$810K -9,271 -80%
OMIC
819
Old Mission Investment Co
Michigan
$203K +$201K +2,300 New
SFP
820
Strategic Financial Partners
Oregon
$202K -$24.5K -280 -11%
KM
821
Kalos Management
Georgia
$200K -$21K -240 -10%
NDSI
822
Newman Dignan & Sheerar Inc
Rhode Island
$200K +$196K +2,243 New
SCM
823
Spreng Capital Management
Ohio
$200K +$198K +2,262 New
VWA
824
Visionary Wealth Advisors
Illinois
$200K +$198K +2,268 New
AWMS
825
Advocacy Wealth Management Services
Georgia
$196K +$64.3K +736 +49%