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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
MA
826
MONECO Advisors
Connecticut
$249K +$38K +429 +18%
EPP
827
ETF Portfolio Partners
Kansas
$245K +$8.51K +96 +4%
W
828
Wealthquest
Ohio
$243K -$80.3K -906 -25%
NP
829
NorthRock Partners
Minnesota
$242K +$215K +2,424 +767%
CBT
830
Capital Bank & Trust
California
$240K +$241K +2,720 New
HIM
831
Hanlon Investment Management
New Jersey
$238K +$239K +2,699 New
WA1
832
Wimmer Associates 1
California
$238K +$240K +2,703 New
HSA
833
HBK Sorce Advisory
Pennsylvania
$236K +$17.4K +196 +8%
BL
834
BFSG LLC
California
$236K +$237K +2,673 New
KM
835
Kalos Management
Georgia
$235K +$36.8K +415 +18%
GCA
836
Gradient Capital Advisors
California
$233K – – –
CIC
837
Carnegie Investment Counsel
Ohio
$230K +$7.63K +86 +3%
CF
838
Corrigan Financial
Rhode Island
$230K +$231K +2,606 New
NCM
839
New Capital Management
Texas
$229K -$10.9K -123 -5%
MC
840
Moors & Cabot
Massachusetts
$228K +$89 +1 +0%
LWM
841
Liberty Wealth Management
California
$228K +$11.9K +134 +5%
RFN
842
RDA Financial Network
Iowa
$225K -$73.7K -831 -25%
1IA
843
1834 Investment Advisors
Wisconsin
$223K -$5.32K -60 -2%
SCA
844
Sage Capital Advisors
South Dakota
$223K +$177 +2 +0.1%
ESB
845
Essex Savings Bank
Connecticut
$222K +$17.4K +196 +8%
SBH
846
Segall Bryant & Hamill
Illinois
$221K +$222K +2,505 New
CCM
847
Condor Capital Management
New Jersey
$220K -$2.57K -29 -1%
MFS
848
McNamara Financial Services
Massachusetts
$219K -$1.51K -17 -0.7%
PCM
849
Parsons Capital Management
Rhode Island
$218K +$12K +135 +6%
TIM
850
Tortoise Investment Management
New York
$214K +$33.2K +374 +18%