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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
451
Curi RMB Capital
Illinois
$491K +$492K +6,146 New
TWA
452
TCI Wealth Advisors
Arizona
$490K -$14.1K -176 -3%
CWS
453
Cypress Wealth Services
California
$485K -$4.4K -55 -0.9%
HS
454
Huntington Steele
Pennsylvania
$482K +$560 +7 +0.1%
LFG
455
Larson Financial Group
Missouri
$472K -$5.94M -74,209 -93%
PFBT
456
Parkside Financial Bank & Trust
Missouri
$472K +$304K +3,803 +181%
VCM
457
Virtue Capital Management
Tennessee
$466K -$9.93K -124 -2%
LCM
458
Lucas Capital Management
New Jersey
$464K +$162K +2,020 +53%
CAMG
459
CWA Asset Management Group
Florida
$462K +$137K +1,710 +42%
AWA
460
Arete Wealth Advisors
Illinois
$459K -$55.2K -690 -11%
TWM
461
Titus Wealth Management
California
$458K – – –
JSL
462
JT Stratford LLC
Georgia
$455K -$401K -5,013 -47%
SHWM
463
Smith & Howard Wealth Management
Georgia
$442K +$442K +5,527 New
TNBTD
464
Trustmark National Bank Trust Department
Mississippi
$440K – – –
SWP
465
Strategic Wealth Partners
Ohio
$438K -$42.1K -526 -9%
PWM
466
Paulson Wealth Management
Illinois
$436K -$19K -237 -4%
DC
467
Davenport & Co
Virginia
$431K -$261K -3,263 -38%
FI
468
FormulaFolio Investments
Michigan
$431K -$13.4K -168 -3%
PS
469
Portfolio Solutions
Michigan
$425K +$30.8K +385 +8%
WAP
470
Wealthcare Advisory Partners
Pennsylvania
$425K +$278K +3,473 +188%
JWA
471
JFS Wealth Advisors
Pennsylvania
$419K – – –
LWAC
472
Laurel Wealth Advisors (California)
California
$418K -$729K -9,101 -63%
AMG
473
Asset Management Group
Connecticut
$415K +$2.72K +34 +0.7%
BF
474
BOK Financial
Oklahoma
$415K +$39.3K +491 +10%
EAMA
475
EFG Asset Management (Americas)
Florida
$413K -$32.7K -408 -7%
17 18
19
20 21