We are live on ! Find out more
BND icon

Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
801
Everhart Financial Group
Ohio
$434K -$24.8K -291 -5%
RSWM
802
Robertson Stephens Wealth Management
California
$431K -$44.1K -517 -9%
OWA
803
Octavia Wealth Advisors
Ohio
$427K -$65K -762 -13%
MWM
804
Moulton Wealth Management
Washington
$427K -$19.5K -229 -4%
PCA
805
Personal Capital Advisors
California
$426K +$86.1K +1,010 +26%
APC
806
Aspire Private Capital
North Carolina
$424K -$141K -1,651 -25%
BC
807
Belmont Capital
California
$424K – – –
FRA
808
Front Row Advisors
California
$423K -$47.5K -557 -10%
KCM
809
Kathmere Capital Management
Pennsylvania
$423K -$15K -176 -3%
TC
810
Tenret Company
Florida
$420K +$417K +4,885 New
FNBT
811
FineMark National Bank & Trust
Florida
$418K +$415K +4,870 New
SS
812
Simplicity Solutions
Minnesota
$417K -$56K -656 -12%
LFF
813
Level Four Financial
Texas
$417K -$21.6K -253 -5%
CAMG
814
CWA Asset Management Group
Florida
$416K +$42.7K +501 +12%
SFG
815
SageGuard Financial Group
Tennessee
$414K -$49.6K -581 -11%
SCA
816
STALEY CAPITAL ADVISERS
Pennsylvania
$412K – – –
BA
817
Bridge Advisory
California
$411K -$77.5K -909 -16%
PCM
818
Parsons Capital Management
Rhode Island
$410K +$198K +2,316 +94%
OWM
819
Opes Wealth Management
California
$409K +$34.8K +408 +9%
MM
820
Main Management
California
$408K – – –
PWM
821
Paulson Wealth Management
Illinois
$408K +$5.88K +69 +1%
LWAC
822
Laurel Wealth Advisors (California)
California
$407K -$5.37K -63 -1%
RC
823
RegentAtlantic Capital
New Jersey
$407K +$404K +4,736 New
ATC
824
Adirondack Trust Company
New York
$402K – – –
WWM
825
WT Wealth Management
Arizona
$398K – – –