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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
401
BancFirst Trust & Investment Management
Oklahoma
$11.7M – – –
BF
402
Brooklyn FI
New York
$11.5M +$1.4M +19,074 +14%
BFM
403
Broadview Financial Management
Wisconsin
$11.5M +$368K +5,018 +3%
OA
404
Oceanside Advisors
South Carolina
$11.5M +$555K +7,569 +5%
PIC
405
Platt Investment Counsel
Florida
$11.5M +$94K +1,281 +0.8%
MCWS
406
McKinley Carter Wealth Services
West Virginia
$11.4M +$379K +5,171 +3%
PFS
407
Prospera Financial Services
Texas
$11.3M +$998K +13,606 +10%
GCM
408
Gibraltar Capital Management
Oklahoma
$11.2M -$270K -3,682 -2%
CPIG
409
Chicago Partners Investment Group
Illinois
$11.2M -$1.61M -21,955 -12%
GRP
410
Global Retirement Partners
California
$11.2M +$11.2M +152,292 New
AIA
411
Armor Investment Advisors
North Carolina
$11M -$173K -2,364 -2%
LSIA
412
LaSalle St. Investment Advisors
Illinois
$10.8M +$601K +8,196 +6%
SJGA
413
Stephen J. Garry & Associates
New York
$10.7M +$472K +6,431 +5%
MAM
414
McCarthy Asset Management
California
$10.7M +$10.7M +146,097 New
PFM
415
Phillips Financial Management
Indiana
$10.6M -$1.47M -20,007 -12%
CB
416
Commerce Bank
Missouri
$10.6M +$810K +11,038 +8%
SCA
417
STALEY CAPITAL ADVISERS
Pennsylvania
$10.6M -$183K -2,500 -2%
ACIM
418
Azimuth Capital Investment Management
Michigan
$10.6M +$88.1K +1,200 +0.8%
HWM
419
HB Wealth Management
Georgia
$10.6M +$7.25M +98,846 +219%
LCM
420
Liberty Capital Management
Michigan
$10.5M +$10.5M +143,104 New
OIS
421
Okabena Investment Services
Minnesota
$10.5M +$646K +8,808 +7%
MA
422
Mutual Advisors
Nebraska
$10.5M +$316K +4,313 +3%
CG
423
Cynosure Group
Utah
$10.4M +$5.2M +70,810 +100%
DC
424
Darrow Company
Massachusetts
$10.4M +$28.3K +386 +0.3%
KWM
425
Kingsview Wealth Management
Oregon
$10.3M +$2.59M +35,268 +33%
15 16
17
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