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Vanguard Total Bond Market
BND

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carr Financial Group
201
Carr Financial Group
Massachusetts
USD 31.6 M -USD 3.14 M -42,788 -9%
Gibson Wealth Advisors
202
Gibson Wealth Advisors
Texas
USD 31.6 M +USD 1.01 M +13,729 +3%
Werba Rubin Papier Wealth Management
203
Werba Rubin Papier Wealth Management
California
USD 31.6 M +USD 1.72 M +23,383 +6%
Sherman Porfolios
204
Sherman Porfolios
Idaho
USD 31.1 M -USD 1.65 M -22,550 -5%
Baron Silver Stevens Financial Advisors
205
Baron Silver Stevens Financial Advisors
Florida
USD 31.1 M +USD 1.69 M +22,985 +6%
Dynamic Advisor Solutions
206
Dynamic Advisor Solutions
Arizona
USD 30.8 M +USD 120 k +1,635 +0.4%
SWG
207
Summit Wealth Group
Vermont
USD 30.7 M +USD 1.37 M +18,607 +5%
WesBanco Bank
208
WesBanco Bank
West Virginia
USD 30.5 M +USD 2.43 M +33,183 +9%
Natixis Advisors
209
Natixis Advisors
Massachusetts
USD 30.4 M +USD 3.35 M +45,620 +12%
Prestige Wealth Management Group
210
Prestige Wealth Management Group
New Jersey
USD 30 M -USD 114 k -1,560 -0.4%
Pinkerton Retirement Specialists
211
Pinkerton Retirement Specialists
Idaho
USD 30 M +USD 1.34 M +18,238 +5%
Beacon Harbor Wealth Advisors
212
Beacon Harbor Wealth Advisors
Virginia
USD 29.9 M +USD 2.82 M +38,386 +10%
Foster & Motley
213
Foster & Motley
Ohio
USD 29.9 M +USD 4.22 M +57,497 +16%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
USD 29.8 M -USD 2 M -27,234 -6%
Sax Wealth Advisors
215
Sax Wealth Advisors
New Jersey
USD 29.7 M +USD 26 M +353,726 +710%
Ameraudi Asset Management
216
Ameraudi Asset Management
New York
USD 29.6 M +USD 2.06 M +28,090 +7%
UBS AM
217
UBS AM
Illinois
USD 29.5 M -USD 19.9 k -271 -0.1%
Sightline Wealth Advisors
218
Sightline Wealth Advisors
Connecticut
USD 29.1 M +USD 1.8 M +24,575 +7%
White Lighthouse Investment Management
219
White Lighthouse Investment Management
Massachusetts
USD 28.9 M +USD 797 k +10,865 +3%
BHK Investment Advisors
220
BHK Investment Advisors
Alabama
USD 28.9 M +USD 350 k +4,767 +1%
Great Waters Wealth Management
221
Great Waters Wealth Management
Minnesota
USD 28.9 M -USD 1.24 M -16,832 -4%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
USD 28.8 M +USD 5.57 M +75,931 +24%
G2 Capital Management
223
G2 Capital Management
Ohio
USD 28.7 M +USD 580 k +7,900 +2%
Waverly Advisors
224
Waverly Advisors
Alabama
USD 27.9 M +USD 2.78 M +37,835 +11%
Luminvest Wealth Management
225
Luminvest Wealth Management
Arizona
USD 27.8 M +USD 2.29 M +31,250 +9%
7 8
9
10 11