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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Capstone Financial Advisors
Illinois
$20.3M +$8.44M +105,483 +71%
BWA
102
BDO Wealth Advisors
Florida
$19.9M -$355K -4,429 -2%
Stifel Financial
103
Stifel Financial
Missouri
$19.7M -$19M -237,651 -49%
CCM
104
Coldstream Capital Management
Washington
$19.6M +$1.56M +19,500 +9%
MIAN
105
Mariner Independent Advisor Network
Kansas
$18.9M -$2.43M -30,337 -11%
SCM
106
Stordahl Capital Management
Colorado
$18.7M +$1.27M +15,812 +7%
WB
107
Webster Bank
Connecticut
$18.7M -$3.59M -44,813 -16%
CWM
108
Cornerstone Wealth Management
Missouri
$18.6M +$698K +8,724 +4%
TFF
109
The Family Firm
Maryland
$17.2M +$942K +11,772 +6%
KL
110
KWMG LLC
Kansas
$17.2M +$383K +4,790 +2%
DS
111
DRW Securities
Illinois
$16.8M +$11.2M +140,091 +200%
FAIM
112
Financial Advocates Investment Management
Washington
$16.3M +$126K +1,578 +0.8%
PFM
113
Phillips Financial Management
Indiana
$16.3M +$450K +5,620 +3%
MI
114
Mercer Investments
Massachusetts
$16.3M +$105K +1,314 +0.6%
LFA
115
Landmark Financial Advisors
Kentucky
$16.1M +$1.72M +21,473 +12%
BOH
116
Bank of Hawaii
Hawaii
$14.7M +$833K +10,405 +6%
JP Morgan Chase
117
JP Morgan Chase
New York
$14.5M +$2.45M +30,605 +20%
LSAG
118
Lake Street Advisors Group
New Hampshire
$14.5M -$242K -3,029 -2%
A
119
AdvicePeriod
California
$14.5M +$1.06M +13,276 +8%
IA
120
IFG Advisory
Georgia
$14.4M -$236K -2,944 -2%
OCG
121
Opus Capital Group
Ohio
$14.2M +$1.67M +20,848 +13%
HDIM
122
Hanson & Doremus Investment Management
Vermont
$14M +$1.45M +18,151 +12%
PI
123
PFS Investments
Georgia
$13.5M +$5.33M +66,569 +63%
SFPM
124
Sensible Financial Planning & Management
Massachusetts
$13.2M +$472K +5,891 +4%
FG
125
Fiduciary Group
Georgia
$13M -$11M -137,369 -46%