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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$2.08M +$63.8K +748 +3%
HIS
502
Horizon Investment Services
Indiana
$2.08M +$550K +6,452 +36%
TI
503
Tidal Investments
Wisconsin
$2.07M +$99.9K +1,171 +5%
IFWM
504
Institute for Wealth Management
Colorado
$2.04M -$17.9K -210 -0.9%
SFP
505
Strategic Financial Planning
Texas
$2.01M +$29K +340 +1%
NEPWA
506
New England Private Wealth Advisors
Massachusetts
$2M -$92.2K -1,081 -4%
AIM
507
AMI Investment Management
Indiana
$2M +$105K +1,230 +6%
HCM
508
Howard Capital Management
Georgia
$1.97M +$250K +2,934 +13%
VA
509
Valmark Advisers
Ohio
$1.97M -$1.22M -14,263 -38%
BCA
510
Biltmore Capital Advisors
New Jersey
$1.95M +$55K +645 +3%
TWP
511
Tower Wealth Partners
Pennsylvania
$1.95M -$130K -1,524 -6%
CHC
512
City Holding Co
West Virginia
$1.94M +$560K +6,567 +41%
DI
513
DFPG Investments
Utah
$1.94M +$339K +3,975 +21%
FRA
514
Frank Rimerman Advisors
California
$1.93M – – –
HIGP
515
Hill Investment Group Partners
Missouri
$1.93M +$1.92M +22,452 New
CIA
516
Capital Investment Advisors
Georgia
$1.9M +$531K +6,229 +39%
FFWM
517
Future Financial Wealth Management
Ohio
$1.89M +$1.19M +13,947 +172%
BFA
518
Beacon Financial Advisory
Ohio
$1.89M +$239K +2,804 +15%
RFA
519
Reilly Financial Advisors
California
$1.85M +$100K +1,178 +6%
OIS
520
Okabena Investment Services
Minnesota
$1.85M – – –
MWM
521
Modera Wealth Management
New Jersey
$1.82M +$645K +7,558 +56%
CW
522
CreativeOne Wealth
Kansas
$1.81M -$78.2K -917 -4%
DAS
523
Dynamic Advisor Solutions
Arizona
$1.8M -$70.5K -827 -4%
ARC
524
Advisor Resource Council
Texas
$1.78M +$1.77M +20,719 New
CFS
525
CRA Financial Services
New Jersey
$1.77M -$14.9K -175 -0.8%
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