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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1201
Papamarkou Wellner Asset Management
New York
$416K +$423K +5,780 New
FFM
1202
Forum Financial Management
Illinois
$415K +$154K +2,110 +58%
MCM
1203
MidAtlantic Capital Management
Virginia
$413K +$11.9K +163 +3%
SAM
1204
Summit Asset Management
Tennessee
$413K +$420K +5,742 New
AF
1205
Aldebaran Financial
$412K +$418K +5,722 New
FF
1206
Francis Financial
$412K -$75K -1,026 -15%
AWM
1207
Accurate Wealth Management
Florida
$411K +$171K +2,341 +68%
DCM
1208
Driehaus Capital Management
Illinois
$410K -$133K -1,815 -24%
SFG
1209
SevenBridge Financial Group
Pennsylvania
$410K
CC
1210
Copperleaf Capital
North Carolina
$409K +$107K +1,470 +35%
HWM
1211
HB Wealth Management
Georgia
$409K -$73K -999 -15%
AIM
1212
Archer Investment Management
Texas
$407K +$414K +5,664 New
WHCI
1213
W.H. Cornerstone Investments
Massachusetts
$406K -$1.13M -15,400 -73%
EWM
1214
Empirical Wealth Management
Washington
$405K +$412K +5,639 New
FPF
1215
First Pacific Financial
Washington
$405K +$20.2K +276 +5%
GLA
1216
Good Life Advisors
Pennsylvania
$404K +$37.4K +512 +10%
LI
1217
LRI Investments
Florida
$403K -$4.17K -57 -1%
NAMNJ
1218
NorthStar Asset Management (New Jersey)
New Jersey
$403K -$2.05K -28 -0.5%
LPAM
1219
Lodestar Private Asset Management
California
$402K -$59.1K -808 -13%
CCM
1220
Chilton Capital Management
Texas
$401K
PFA
1221
Pillar Financial Advisors
Kentucky
$398K +$405K +5,541 New
BAM
1222
Brave Asset Management
New Jersey
$398K +$15.9K +218 +4%
CCP
1223
Clarity Capital Partners
California
$397K +$42K +575 +12%
NBT
1224
Northwest Bank & Trust
Iowa
$396K
DI
1225
Disciplined Investors
Texas
$393K +$404K +5,522 New