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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
1126
Old Port Advisors
Maine
$764K -$98.3K -1,340 -11%
WJWM
1127
Williams Jones Wealth Management
New York
$759K +$426K +5,808 +128%
WFS
1128
Widmann Financial Services
Maryland
$755K -$11.7K -159 -2%
RF
1129
Robinswood Financial
Washington
$754K +$34.1K +465 +5%
CWA
1130
Capital Wealth Alliance
Arizona
$750K +$57.2K +780 +8%
OPWM
1131
Oregon Pacific Wealth Management
Oregon
$745K +$24.9K +340 +3%
MI
1132
Markowski Investments
Florida
$740K +$739K +10,075 New
BRWA
1133
B. Riley Wealth Advisors
Florida
$738K +$14.2K +193 +2%
CFM
1134
Compass Financial Management
Florida
$737K +$738K +10,058 New
GIA
1135
Gateway Investment Advisers
Ohio
$737K +$736K +10,036 New
BFS
1136
BridgePort Financial Solutions
Iowa
$736K -$43.7K -596 -6%
SNBOSD
1137
Security National Bank of So Dak
Iowa
$735K +$305K +4,158 +71%
MAM
1138
McLean Asset Management
Virginia
$733K -$1.03M -14,010 -58%
CICI
1139
Capital Investment Counsel Inc
North Carolina
$730K +$73.4K +1,000 +11%
OCM
1140
One Capital Management
California
$730K – – –
BRIA
1141
Balanced Rock Investment Advisors
Massachusetts
$729K -$383K -5,225 -34%
EA
1142
Evolution Advisers
Virginia
$728K -$648K -8,828 -47%
FHC
1143
First Horizon Corporation
Tennessee
$723K – – –
AGC
1144
Aspen Grove Capital
Colorado
$723K +$6.68K +91 +0.9%
LFA
1145
Laraway Financial Advisors
Minnesota
$721K +$40.9K +557 +6%
NCM
1146
Noesis Capital Mangement
Florida
$720K +$720K +9,812 New
MWM
1147
MorganRosel Wealth Management
Colorado
$720K +$24.7K +337 +4%
WE
1148
Wealth Effects
Massachusetts
$719K +$49.8K +678 +7%
TDWM
1149
Topel & Distasi Wealth Management
California
$718K +$68.5K +934 +11%
PNFS
1150
PW Nova Financial Services
Pennsylvania
$715K +$715K +9,746 New