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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
451
Cordasco Financial Network
Florida
$25K – – –
UFA
452
US Financial Advisors
Massachusetts
$24K +$24.4K +300 New
CC
453
Cassaday & Co
Virginia
$22K – – –
PO
454
Private Ocean
California
$22K +$81 +1 +0.4%
CFS
455
Commonwealth Financial Services
West Virginia
$21K +$20.9K +257 New
EWM
456
Evercore Wealth Management
New York
$19K – – –
APSP
457
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K – – –
DSN
458
D. Scott Neal
Kentucky
$14K +$13.8K +169 New
M
459
MOTCO
Texas
$13K – – –
AWM
460
AllSquare Wealth Management
New York
$12K -$13K -160 -51%
KCPG
461
Kavar Capital Partners Group
Kansas
$12K – – –
PSUF
462
People's United Financial
Connecticut
$11K – – –
SNT
463
Security National Trust
West Virginia
$11K – – –
WRM
464
Westport Resources Management
Connecticut
$10K -$81 -1 -0.8%
NR
465
Newfound Research
Massachusetts
$9K +$8.87K +109 New
MWP
466
MYCIO Wealth Partners
Pennsylvania
$8K – – –
WTC
467
WhitTier Trust Company
Nevada
$8K +$8.14K +100 New
BAM
468
Bruderman Asset Management
New York
$7K +$6.92K +85 New
HCM
469
Horrell Capital Management
Arkansas
$6K – – –
FWM
470
Focused Wealth Management
New York
$5K – – –
TCM
471
Tradewinds Capital Management
Washington
$3K – – –
SFPIA
472
Stevens First Principles Investment Advisors
California
$2K – – –
BWA
473
Burt Wealth Advisors
Maryland
$2K +$2.44K +30 New
FNBOO
474
First National Bank of Omaha
Nebraska
$513 +$13.8K +170 +3%
B
475
Bailard
California
– -$59.4M -725,301 Closed
17 18
19
20 21