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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
251
Litman Gregory Wealth Management
California
$10.9M +$4.29M +52,462 +62%
MG
252
McCutchen Group
Washington
$10.8M +$1.39M +16,976 +14%
CFP
253
Curran Financial Partners
South Carolina
$10.8M -$3.91M -47,870 -26%
WA
254
WBH Advisory
Maryland
$10.8M -$1.44M -17,685 -11%
XF
255
XML Financial
Maryland
$10.7M -$256K -3,135 -2%
LFA
256
Landmark Financial Advisors
Kentucky
$10.7M -$255K -3,121 -2%
FHA
257
Flagship Harbor Advisors
Massachusetts
$10.7M -$2.64M -32,363 -19%
JWA
258
JFS Wealth Advisors
Pennsylvania
$10.2M +$615K +7,523 +6%
THWM
259
Taylor Hoffman Wealth Management
Virginia
$10.1M +$212K +2,593 +2%
AWA
260
Aletheian Wealth Advisors
Washington
$10.1M +$136K +1,670 +1%
FWM
261
FSA Wealth Management
Massachusetts
$10.1M – – –
NL
262
NWAM LLC
Washington
$10M -$12.3K -151 -0.1%
NRI
263
NFP Retirement Inc
California
$9.96M +$1.4M +17,147 +16%
MFA
264
Mayflower Financial Advisors
Massachusetts
$9.82M -$2.89M -35,343 -22%
CL
265
Choreo LLC
Illinois
$9.78M -$9.28M -113,654 -48%
MIA
266
MainStreet Investment Advisors
Illinois
$9.54M -$567K -6,939 -5%
CI
267
Conning Inc
Connecticut
$9.51M +$9.77M +119,575 New
BSSFA
268
Baron Silver Stevens Financial Advisors
Florida
$9.28M +$1.37M +16,747 +17%
NA
269
NewEdge Advisors
Louisiana
$9.26M -$2.51M -30,749 -21%
FWP
270
Falcon Wealth Planning
California
$9.2M +$1.64M +20,101 +21%
MIAN
271
Mariner Independent Advisor Network
Kansas
$9.15M -$578K -7,070 -6%
BWA
272
BDO Wealth Advisors
Florida
$9.09M -$2.57M -31,475 -22%
VC
273
Veery Capital
Delaware
$9.05M +$701K +8,583 +8%
CHAM
274
Clear Harbor Asset Management
Connecticut
$9.03M +$62.5K +765 +0.7%
AUIM
275
Aegon USA Investment Management
Iowa
$8.99M -$92.3K -1,130 -1%
9 10
11
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