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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
901
Vision Capital Management
Oregon
$490K +$486K +6,640 New
CW
902
CIC Wealth
Maryland
$488K +$66K +902 +16%
CIA
903
Cape Investment Advisory
Georgia
$483K +$479K +6,548 New
SPA
904
Sentinel Pension Advisors
Massachusetts
$483K +$475K +6,488 New
RCI
905
RS Crum Inc
California
$478K -$3.98M -54,415 -89%
SAM
906
SignalPoint Asset Management
Missouri
$475K -$31.8K -435 -6%
GCA
907
Genesee Capital Advisors
New York
$473K -$7.17K -98 -2%
FAG
908
Fortitude Advisory Group
Washington
$473K +$73.8K +1,009 +19%
T
909
TrueFG
Texas
$473K +$45.4K +620 +11%
CM
910
Cornerstone Management
Georgia
$471K -$59.9K -818 -11%
BC
911
Barrett & Company
Rhode Island
$471K
SFP
912
Sterling Financial Planning
New Jersey
$468K -$326K -4,454 -41%
LA
913
Legacy Advisors
Pennsylvania
$466K -$353K -4,820 -43%
Bessemer Group
914
Bessemer Group
New Jersey
$465K -$10.3K -141 -2%
FFM
915
Forum Financial Management
Illinois
$464K -$128K -1,750 -22%
KOC
916
Koss-Olinger Consulting
Florida
$462K
SIA
917
Schechter Investment Advisors
Michigan
$459K +$5.56K +76 +1%
HH
918
Hilltop Holdings
Texas
$455K -$9.59K -131 -2%
AWM
919
AllSquare Wealth Management
New York
$454K -$5.49K -75 -1%
FWA
920
FSM Wealth Advisors
Ohio
$444K -$51.1K -698 -10%
CPP
921
Capasso Planning Partners
South Carolina
$443K -$10.2K -139 -2%
BFG
922
Berger Financial Group
Minnesota
$440K +$7.61K +104 +2%
RMA
923
Roffman Miller Associates
Pennsylvania
$438K +$12.4K +170 +3%
SWM
924
Shakespeare Wealth Management
Wisconsin
$438K -$427K -5,834 -50%
PFG
925
Pinnacle Financial Group
Illinois
$438K +$26.8K +366 +7%