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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
851
Aries Wealth Management
Maine
$620K -$86.9K -1,187 -12%
Verition Fund Management
852
Verition Fund Management
Connecticut
$620K -$1.04M -14,203 -62%
RB
853
Rodgers Brothers
Pennsylvania
$618K – – –
Bessemer Group
854
Bessemer Group
New Jersey
$617K +$160K +2,189 +35%
HWM
855
Howard Wealth Management
Connecticut
$617K -$222K -3,034 -26%
BWP
856
Balboa Wealth Partners
Arizona
$611K +$101K +1,376 +20%
SP
857
Successful Portfolios
Florida
$607K – – –
LFG
858
Lockerman Financial Group
California
$607K +$6.23K +85 +1%
FWA
859
Freedom Wealth Alliance
Wisconsin
$606K +$31.6K +431 +5%
CSWM
860
Cassady Schiller Wealth Management
Ohio
$605K -$44K -600 -7%
Vontobel Holding
861
Vontobel Holding
Switzerland
$601K +$100K +1,365 +20%
RPCA
862
Running Point Capital Advisors
California
$600K – – –
SNBOSCI
863
Security National Bank of Sioux City Iowa
Iowa
$598K +$603K +8,233 New
TCA
864
Transcend Capital Advisors
New Jersey
$598K +$8.42K +115 +1%
Bank Julius Baer & Co
865
Bank Julius Baer & Co
Switzerland
$597K -$11.3K -154 -2%
IAG
866
Investment Advisory Group
Massachusetts
$597K +$31.8K +434 +6%
TC
867
Trilogy Capital
California
$596K -$16.8K -229 -3%
AC
868
AWM Capital
Arizona
$588K -$70K -955 -11%
UFA
869
US Financial Advisors
Massachusetts
$587K +$15.5K +212 +3%
AIM
870
AMI Investment Management
Indiana
$583K – – –
CCB
871
Country Club Bank
Missouri
$582K -$50.5K -690 -8%
IP
872
Ignite Planners
California
$582K -$92.9K -1,268 -13%
SM
873
Sweeney & Michel
California
$575K +$90K +1,229 +18%
NB
874
NBT Bank
New York
$572K +$216K +2,950 +60%
RWM
875
Ruedi Wealth Management
Illinois
$572K +$5.79K +79 +1%