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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$75.9M +$20.2M +272,503 +36%
EWA
102
EP Wealth Advisors
California
$74M +$18.3M +246,082 +32%
NA
103
NewEdge Advisors
Louisiana
$72.7M -$7.5M -101,109 -9%
US Bancorp
104
US Bancorp
Minnesota
$72.5M -$2.02M -27,207 -3%
RA
105
Rational Advisors
New York
$71.3M -$148K -1,992 -0.2%
TC
106
Trust Company
Kansas
$71.1M +$1.5M +20,228 +2%
Financial Engines Advisors
107
Financial Engines Advisors
California
$70.7M -$5.64M -76,064 -7%
AA
108
Apriem Advisors
California
$68.9M -$7.28M -98,142 -9%
BCM
109
BTC Capital Management
Iowa
$68.2M +$4.01M +54,043 +6%
BC
110
Brio Consultants
California
$67.8M +$2.5M +33,730 +4%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$67.7M -$315M -4,251,815 -82%
JF
112
Joule Financial
Kentucky
$67.6M +$1.39M +18,722 +2%
TAP
113
TSG Advice Partners
Ohio
$66.7M +$14.6M +196,843 +28%
ZF
114
Zhang Financial
Michigan
$66.2M +$15.4M +207,604 +30%
CIP
115
Cornerstone Investment Partners
Georgia
$65M -$42.4K -571 -0.1%
AAG
116
Armstrong Advisory Group
Massachusetts
$62.1M -$30.9M -416,426 -33%
SP
117
Symmetry Partners
Connecticut
$61.3M +$7.13M +96,141 +13%
RIM
118
Rockbridge Investment Management
New York
$61M +$623K +8,391 +1%
SIA
119
Soltis Investment Advisors
Utah
$60.2M -$6.4M -86,301 -10%
FMII
120
Farmers & Merchants Investments Inc
Nebraska
$59.5M +$1.53M +20,669 +3%
GC
121
Gilbert & Cook
Iowa
$59.4M +$2.08M +28,073 +4%
BSWM
122
Boston Standard Wealth Management
Massachusetts
$58.6M -$9.13M -123,099 -13%
AIM
123
Acropolis Investment Management
Missouri
$58.2M -$18.5M -249,778 -24%
OPAM
124
Ocean Park Asset Management
California
$58.1M -$53.2M -717,300 -48%
NOI
125
Newton One Investments
Delaware
$57.9M +$1.99M +26,877 +4%