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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
476
Paulson Wealth Management
Illinois
$464K +$465K +5,688 New
SBIA
477
Sheaff Brock Investment Advisors
Indiana
$462K +$46.6K +571 +11%
V
478
Veritable
Delaware
$458K +$2.37K +29 +0.5%
OIA
479
Optimum Investment Advisors
Illinois
$457K -$8.17K -100 -2%
EAMA
480
EFG Asset Management (Americas)
Florida
$456K -$47K -575 -9%
FI
481
FormulaFolio Investments
Michigan
$453K -$26.5K -325 -6%
ATC
482
Argent Trust Co
Tennessee
$452K +$735 +9 +0.2%
NA
483
NewEdge Advisors
Louisiana
$449K -$10.1K -124 -2%
TNBTD
484
Trustmark National Bank Trust Department
Mississippi
$449K – – –
WIM
485
Westside Investment Management
California
$449K -$114K -1,400 -20%
JCM
486
Jacobi Capital Management
Pennsylvania
$447K +$84K +1,028 +23%
IFWM
487
Institute for Wealth Management
Colorado
$440K -$2.78K -34 -0.6%
VCM
488
Versant Capital Management
Arizona
$439K -$30.6K -375 -7%
MC
489
Moors & Cabot
Massachusetts
$434K +$8.66K +106 +2%
VIA
490
Vantage Investment Advisors
Pennsylvania
$434K +$104K +1,269 +31%
JWA
491
JFS Wealth Advisors
Pennsylvania
$428K – – –
AMG
492
Asset Management Group
Connecticut
$421K +$2.78K +34 +0.7%
HPWM
493
Highland Private Wealth Management
Washington
$417K +$22.7K +278 +6%
JFG
494
JMG Financial Group
Illinois
$409K – – –
WP
495
WealthPLAN Partners
Nebraska
$406K -$6.77M -82,912 -94%
CCA
496
Checchi Capital Advisers
California
$405K – – –
PS
497
Portfolio Solutions
Michigan
$403K +$41K +502 +11%
OBWP
498
O'Brien Wealth Partners
Massachusetts
$397K -$34.6M -423,615 -99%
BWP
499
Baldwin Wealth Partners
Massachusetts
$394K -$33.2K -407 -8%
SWM
500
Sanctuary Wealth Management
Idaho
$393K +$393K +4,812 New
18 19
20
21 22