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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
851
Verition Fund Management
Connecticut
$620K -$1.04M -14,203 -62%
RB
852
Rodgers Brothers
Pennsylvania
$618K
Bessemer Group
853
Bessemer Group
New Jersey
$617K +$160K +2,189 +35%
HWM
854
Howard Wealth Management
Connecticut
$617K -$222K -3,034 -26%
BWP
855
Balboa Wealth Partners
Arizona
$611K +$101K +1,376 +20%
SP
856
Successful Portfolios
Florida
$607K
LFG
857
Lockerman Financial Group
California
$607K +$6.23K +85 +1%
FWA
858
Freedom Wealth Alliance
Wisconsin
$606K +$31.6K +431 +5%
CSWM
859
Cassady Schiller Wealth Management
Ohio
$605K -$44K -600 -7%
Vontobel Holding
860
Vontobel Holding
Switzerland
$601K +$100K +1,365 +20%
RPCA
861
Running Point Capital Advisors
California
$600K
SNBOSCI
862
Security National Bank of Sioux City Iowa
Iowa
$598K +$603K +8,233 New
TCA
863
Transcend Capital Advisors
New Jersey
$598K +$8.42K +115 +1%
Bank Julius Baer & Co
864
Bank Julius Baer & Co
Switzerland
$597K -$11.3K -154 -2%
IAG
865
Investment Advisory Group
Massachusetts
$597K +$31.8K +434 +6%
TC
866
Trilogy Capital
California
$596K -$16.8K -229 -3%
AC
867
AWM Capital
Arizona
$588K -$70K -955 -11%
UFA
868
US Financial Advisors
Massachusetts
$587K +$15.5K +212 +3%
AIM
869
AMI Investment Management
Indiana
$583K
CCB
870
Country Club Bank
Missouri
$582K -$50.5K -690 -8%
IP
871
Ignite Planners
California
$582K -$92.9K -1,268 -13%
SM
872
Sweeney & Michel
California
$575K +$90K +1,229 +18%
NB
873
NBT Bank
New York
$572K +$216K +2,950 +60%
RWM
874
Ruedi Wealth Management
Illinois
$572K +$5.79K +79 +1%
SS
875
Sunbelt Securities
Texas
$569K +$14.7K +201 +3%