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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Cullen/Frost Bankers
1251
Cullen/Frost Bankers
Texas
$373K +$75.3K +1,038 +26%
Empirical Wealth Management
1252
Empirical Wealth Management
Washington
$371K -$42.6K -587 -10%
KMWM
1253
Keudell/Morrison Wealth Management
Oregon
$369K -$143K -1,969 -28%
WA
1254
Wealth Alliance
New York
$368K +$581 +8 +0.2%
VCM
1255
Virtue Capital Management
Tennessee
$366K +$362K +4,989 New
CIBC Private Wealth Group
1256
CIBC Private Wealth Group
Georgia
$366K -$101K -1,396 -22%
TTWM
1257
TCV Trust & Wealth Management
Virginia
$364K -$2.76K -38 -0.8%
PWM
1258
Paulson Wealth Management
Illinois
$363K +$24.2K +334 +7%
BFC
1259
Blue Fin Capital
Rhode Island
$362K -$14K -193 -4%
SFG
1260
SevenBridge Financial Group
Pennsylvania
$360K -$50.8K -700 -12%
NIWA
1261
New Insight Wealth Advisors
California
$359K +$102K +1,400 +40%
SIA
1262
SeaBridge Investment Advisors
New Jersey
$358K -$3.19K -44 -0.9%
RIP
1263
RAM Investment Partners
Washington
$357K -$10.5K -145 -3%
MC
1264
Moors & Cabot
Massachusetts
$356K -$75.2K -1,036 -18%
CAWM
1265
Capital Advisors Wealth Management
Washington
$356K +$2.1K +29 +0.6%
TPWM
1266
Twelve Points Wealth Management
Massachusetts
$355K +$350K +4,828 New
EE
1267
EWG Elevate
California
$351K +$347K +4,784 New
SB
1268
Simmons Bank
Arkansas
$349K +$29K +400 +9%
Chilton Capital Management
1269
Chilton Capital Management
Texas
$348K -$60.7K -836 -15%
GCA
1270
Genesee Capital Advisors
New York
$346K -$363 -5 -0.1%
MSAM
1271
Moloney Securities Asset Management
Missouri
$346K +$53.9K +743 +19%
LFA
1272
Laraway Financial Advisors
Minnesota
$345K – – –
SSI
1273
Scott & Selber Inc
Texas
$344K – – –
FOA
1274
Five Oceans Advisors
California
$344K -$9.22K -127 -3%
PIM
1275
Penobscot Investment Management
Massachusetts
$339K +$36.9K +508 +12%