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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
OCG
101
Opus Capital Group
Ohio
$30.3M +$1.14M +13,571 +4%
Boston Partners
102
Boston Partners
Massachusetts
$28.3M +$536K +6,375 +2%
MNG
103
Manning & Napier Group
New York
$27.7M
GJIC
104
Gamble Jones Investment Counsel
California
$26.7M +$2.86M +34,016 +12%
CONA
105
Capital One National Association
New York
$26.6M +$26.6M +316,881 New
LPT
106
Legacy Private Trust
Wisconsin
$26.2M -$24.6M -292,728 -48%
GC
107
Gilbert & Cook
Iowa
$26.1M +$831K +9,882 +3%
LSAG
108
Lake Street Advisors Group
New Hampshire
$25.3M +$4.23M +50,271 +20%
CAM
109
Chandler Asset Management
California
$25.2M +$1.13M +13,470 +5%
PIMG
110
Patriot Investment Management Group
Tennessee
$25M +$1.6M +19,086 +7%
SCM
111
Stordahl Capital Management
Colorado
$24.7M +$835K +9,928 +3%
NAS
112
Nicolet Advisory Services
Wisconsin
$23.6M +$14.7M +174,786 +165%
CWM
113
Campbell Wealth Management
Virginia
$23M +$1.24M +14,798 +6%
HDIM
114
Hanson & Doremus Investment Management
Vermont
$22.8M +$1.82M +21,637 +9%
MML Investors Services
115
MML Investors Services
Massachusetts
$22.6M +$1.14M +13,616 +5%
UOMF
116
University of Maryland Foundation
Maryland
$22M +$22M +261,983 New
EH
117
Equitable Holdings
New York
$21.3M +$21.4M +254,265 New
US Bancorp
118
US Bancorp
Minnesota
$21.3M +$877K +10,428 +4%
RCS
119
Retirement Capital Strategies
California
$21.2M +$1.28M +15,233 +6%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$21.1M +$1.81M +21,514 +9%
TFF
121
The Family Firm
Maryland
$20.4M +$77.3K +919 +0.4%
AP
122
Agilis Partners
Massachusetts
$20.2M +$8.43M +100,305 +71%
BWL
123
Bogart Wealth LLC
Virginia
$19.9M +$19.9M +236,844 New
HighTower Advisors
124
HighTower Advisors
Illinois
$19.7M +$2.37M +28,215 +14%
BWA
125
BDO Wealth Advisors
Florida
$19.5M -$1.07M -12,702 -5%