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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
826
American Investment Services
Massachusetts
$603K -$9.53K -133 -2%
Bank Julius Baer & Co
827
Bank Julius Baer & Co
Switzerland
$601K +$9.46K +132 +2%
SP
828
Successful Portfolios
Florida
$601K +$17.2K +240 +3%
PA
829
Procyon Advisors
Connecticut
$599K +$79.2K +1,106 +15%
SAS
830
SMI Advisory Services
Indiana
$598K – – –
PG
831
Prostatis Group
Maryland
$596K +$594K +8,295 New
LFG
832
Lockerman Financial Group
California
$593K – – –
RPCA
833
Running Point Capital Advisors
California
$593K +$446K +6,224 +308%
3IP
834
3Chopt Investment Partners
Virginia
$591K +$590K +8,232 New
CRWM
835
Castle Rock Wealth Management
California
$589K -$22.9K -319 -4%
SPL
836
Smart Portfolios LLC
Washington
$589K +$587K +8,192 New
CCM
837
Chilton Capital Management
Texas
$587K -$109K -1,520 -16%
MWM
838
Meritas Wealth Management
California
$584K +$583K +8,135 New
CGPCS
839
Capital Group Private Client Services
California
$582K +$580K +8,101 New
BAWC
840
Boyce & Associates Wealth Consulting
Texas
$580K -$30.2K -422 -5%
MPIA
841
Mountain Pacific Investment Advisers
Idaho
$578K – – –
FFM
842
Forum Financial Management
Illinois
$577K +$120K +1,677 +26%
TC
843
TownSquare Capital
Utah
$577K +$575K +8,027 New
AIM
844
AMI Investment Management
Indiana
$576K -$1.13M -15,796 -66%
VWA
845
V Wealth Advisors
Kansas
$574K +$84.3K +1,177 +17%
SGWM
846
Sterling Group Wealth Management
California
$573K +$572K +7,981 New
HI
847
Hendershot Investments
Virginia
$570K -$490K -6,841 -46%
NA
848
Nottingham Advisors
New York
$566K +$565K +7,881 New
UFA
849
US Financial Advisors
Massachusetts
$565K – – –
BBNB
850
Baker Boyer National Bank
Washington
$565K – – –