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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1126
Smith, Moore & Co
Missouri
$343K -$6.59K -92 -2%
OCG
1127
Opus Capital Group
Ohio
$342K +$2.87K +40 +0.9%
CAWM
1128
Capital Advisors Wealth Management
Washington
$339K +$6.45K +90 +2%
SWA
1129
Sax Wealth Advisors
New Jersey
$338K +$336K +4,696 New
QWP
1130
Quotient Wealth Partners
Texas
$338K +$336K +4,695 New
LMKC
1131
L.M. Kohn & Company
Ohio
$337K -$358 -5 -0.1%
MA
1132
MKT Advisors
California
$334K
GT
1133
Greenleaf Trust
Michigan
$333K -$1.33M -18,565 -80%
FIM
1134
Freedom Investment Management
Connecticut
$331K -$28.1K -392 -8%
FGAM
1135
Financial Gravity Asset Management
Texas
$331K -$412K -5,750 -56%
VFG
1136
Valley Financial Group
Pennsylvania
$331K -$1.07K -15 -0.3%
HL
1137
HeadInvest LLC
Maine
$331K -$4.94K -69 -1%
LWM
1138
LJI Wealth Management
Indiana
$330K +$22.3K +311 +7%
SHGA
1139
Sand Hill Global Advisors
California
$328K +$89.3K +1,247 +38%
CPRC
1140
Consolidated Portfolio Review Corp
New York
$327K +$35.7K +499 +12%
FPGT
1141
Financial Partners Group (Tennessee)
Tennessee
$326K +$1.93K +27 +0.6%
LWM
1142
LongView Wealth Management
Georgia
$323K -$6.37K -89 -2%
FFM
1143
Forum Financial Management
Illinois
$323K -$126K -1,760 -28%
AWM
1144
Accurate Wealth Management
Florida
$322K -$150K -2,093 -32%
DSC
1145
Duncker Streett & Co
Missouri
$321K -$34.2K -478 -10%
EP
1146
Edgestream Partners
New Jersey
$319K +$318K +4,434 New
HNB
1147
Hilltop National Bank
Wyoming
$315K
PWM
1148
Paulson Wealth Management
Illinois
$311K +$12K +168 +4%
CAG
1149
Crestwood Advisors Group
Massachusetts
$308K -$319K -4,461 -51%
RIA
1150
Regal Investment Advisors
Michigan
$307K -$55.9K -781 -15%