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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
151
Litman Gregory Wealth Management
California
$25M +$14.9M +195,846 +143%
LPT
152
Legacy Private Trust
Wisconsin
$24.8M +$413K +5,431 +2%
AA
153
Axiom Advisory
California
$24.8M +$962K +12,634 +4%
BWM
154
Baystate Wealth Management
Massachusetts
$24.6M +$23.2M +304,824 +1,344%
TFF
155
The Family Firm
Maryland
$24.2M +$702K +9,230 +3%
SIM
156
Stratos Investment Management
Ohio
$24.1M +$2.12M +27,912 +10%
TFA
157
Transamerica Financial Advisors
Florida
$24M +$24.1M +316,295 +10,526%
USAA
158
United Services Automobile Association
Texas
$24M +$14.1M +185,339 +139%
CA
159
CoreCap Advisors
Michigan
$23.3M +$652K +8,563 +3%
GW
160
GW & Wade
Massachusetts
$22.8M +$7.6M +99,903 +49%
PCWA
161
Pacific Capital Wealth Advisors
California
$22.6M +$6.95M +91,319 +44%
ERIC
162
Eagle Rock Investment Company
Georgia
$22.6M +$2.03M +26,724 +10%
CST
163
Charles Schwab Trust
Nevada
$22.5M -$1.96M -25,689 -8%
HHRDM
164
H&H Retirement Design & Management
Nevada
$22.4M -$2.47M -32,482 -10%
WB
165
WesBanco Bank
West Virginia
$22.2M -$4.17M -54,774 -16%
PMA
166
Prudent Man Advisors
Illinois
$21.8M -$1.14M -14,952 -5%
JSL
167
JT Stratford LLC
Georgia
$21.3M +$10.4M +137,146 +94%
CWM
168
Campbell Wealth Management
Virginia
$21M -$23M -302,277 -52%
IFA
169
Index Fund Advisors
California
$20.1M +$121K +1,593 +0.6%
Barclays
170
Barclays
United Kingdom
$20.1M +$20.3M +266,838 New
IA
171
IFP Advisors
Florida
$20M
RA
172
Riversedge Advisors
Delaware
$19.7M +$1.07M +14,121 +6%
DADC
173
D.A. Davidson & Co
Montana
$18.8M +$8.36M +109,838 +78%
AAS
174
Avantax Advisory Services
Texas
$18.6M +$211K +2,778 +1%
TCM
175
TD Capital Management
Tennessee
$18.5M -$36.1K -474 -0.2%