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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1351
Archer Investment Management
Texas
$285K -$89.2K -1,226 -24%
IP
1352
Ignite Planners
California
$285K +$2.04K +28 +0.7%
DP
1353
Denver PWM
Colorado
$284K +$281K +3,861 New
CP
1354
Capital Planning
Washington
$284K -$364 -5 -0.1%
AAS
1355
Annex Advisory Services
Wisconsin
$284K +$280K +3,856 New
LODC
1356
Lanham O'Dell & Company
West Virginia
$283K +$145 +2 +0.1%
Kovitz Investment Group Partners
1357
Kovitz Investment Group Partners
Illinois
$282K +$278K +3,829 New
ME
1358
McIlrath & Eck
Washington
$280K -$32.4K -445 -10%
CCM
1359
Canal Capital Management
Virginia
$278K +$275K +3,775 New
WKWM
1360
Walter & Keenan Wealth Management
Indiana
$277K +$274K +3,763 New
EFS
1361
Essex Financial Services
Connecticut
$275K +$57.1K +785 +27%
CNWM
1362
Clay Northam Wealth Management
California
$275K -$1.82K -25 -0.7%
BWFA
1363
Baltimore-Washington Financial Advisors
Maryland
$272K -$133K -1,826 -33%
PWM
1364
Paulson Wealth Management
Illinois
$272K -$90.9K -1,250 -25%
CCA
1365
Cypress Capital Advisors
Tennessee
$272K +$21.3K +293 +9%
CIS
1366
Connors Investor Services
Pennsylvania
$271K +$267K +3,677 New
I
1367
INVST
Indiana
$269K -$309K -4,244 -54%
CFB
1368
Cullen/Frost Bankers
Texas
$268K -$104K -1,426 -28%
Fiera Capital (Canada)
1369
Fiera Capital (Canada)
Quebec, Canada
$267K – – –
MWM
1370
Manske Wealth Management
Texas
$267K -$291K -4,006 -52%
SIA
1371
SeaBridge Investment Advisors
New Jersey
$267K -$90.6K -1,246 -26%
GRR
1372
Golden Reserve Retirement
Ohio
$267K +$263K +3,621 New
LMKC
1373
L.M. Kohn & Company
Ohio
$266K -$18.2K -250 -6%
TSMHT
1374
Thurston Springer Miller Herd & Titak
Indiana
$266K +$15.3K +210 +6%
CRC
1375
Curi RMB Capital
Illinois
$266K +$263K +3,610 New