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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
1026
Colonial River Investments
Virginia
$288K +$289K +3,398 New
TPA
1027
Trivium Point Advisory
Connecticut
$287K +$10.2K +120 +4%
AA
1028
Auxano Advisors
Washington
$286K +$287K +3,373 New
BRWM
1029
B. Riley Wealth Management
Tennessee
$283K +$1.7K +20 +0.6%
BMCM
1030
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
Neuberger Berman Group
1031
Neuberger Berman Group
New York
$281K -$259K -3,044 -48%
SMG
1032
Smart Money Group
Texas
$281K +$282K +3,314 New
SWA
1033
Sax Wealth Advisors
New Jersey
$280K +$50.7K +595 +22%
AWM
1034
Abound Wealth Management
Tennessee
$279K +$281K +3,297 New
GT
1035
Glenview Trust
Kentucky
$278K -$208K -2,444 -43%
HWA
1036
Hillcrest Wealth Advisors
New Jersey
$275K – – –
WDG
1037
Wealth Dimensions Group
Ohio
$273K – – –
ESB
1038
Essex Savings Bank
Connecticut
$273K +$2.98K +35 +1%
IFAM
1039
Institutional & Family Asset Management
Colorado
$272K -$45.5K -534 -14%
RGF
1040
Retirement Guys Formula
Ohio
$271K +$272K +3,199 New
PWA
1041
Pillar Wealth Advisors
Pennsylvania
$271K +$273K +3,202 New
AWP
1042
Abacus Wealth Partners
California
$271K +$272K +3,197 New
BFS
1043
Baskin Financial Services
Ontario, Canada
$270K – – –
BDF
1044
Balasa Dinverno & Foltz
$270K +$50.8K +596 +23%
WA
1045
Waverly Advisors
Alabama
$267K – – –
AF
1046
Apexium Financial
Texas
$266K – – –
MWM
1047
Meridian Wealth Management
Kentucky
$265K -$21.6K -254 -8%
HSA
1048
HBK Sorce Advisory
Pennsylvania
$264K -$23.9K -281 -8%
WCM
1049
Wealthcare Capital Management
Virginia
$264K +$266K +3,120 New
ACI
1050
Alpha Cubed Investments
California
$263K -$3.41K -40 -1%