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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
501
One Capital Management
California
$4.15M +$3.75M +53,184 +1,671%
SF
502
Summit Financial
New Jersey
$4.12M +$785K +11,121 +25%
ODA
503
One Degree Advisors
California
$4.11M +$4M +56,692 New
FHA
504
First Horizon Advisors
Tennessee
$3.98M +$96K +1,359 +3%
CB
505
Commerce Bank
Missouri
$3.98M +$988K +13,987 +35%
FHA
506
Flagship Harbor Advisors
Massachusetts
$3.96M +$215K +3,050 +6%
FF
507
Farrell Financial
New York
$3.96M +$4M +56,691 New
CSB
508
City State Bank
Iowa
$3.95M +$340K +4,814 +10%
JWCA
509
J.W. Cole Advisors
Florida
$3.87M +$258K +3,648 +7%
HI
510
Human Investing
Oregon
$3.84M +$1.76M +24,879 +91%
LWA
511
Lantern Wealth Advisors
New York
$3.84M +$3.69M +52,262 New
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$3.84M +$79.1K +1,121 +2%
HA
513
Herold Advisors
New York
$3.83M +$3.22M +45,655 +717%
BOSSRA
514
B.O.S.S. Retirement Advisors
Utah
$3.81M +$534K +7,560 +17%
PGF
515
Plan Group Financial
Oklahoma
$3.8M -$2.48M -35,185 -40%
EWG
516
Executive Wealth Group
Washington
$3.8M +$403K +5,714 +12%
LWM
517
Lodestone Wealth Management
Washington
$3.8M +$3.65M +51,645 New
BL
518
Balentine LLC
Georgia
$3.74M +$2.98M +42,140 +481%
DMBA
519
Deseret Mutual Benefit Administrators
Utah
$3.74M – – –
IC
520
Innealta Capital
Texas
$3.74M +$2.01M +28,415 +127%
PP
521
Prudential plc
United Kingdom
$3.73M -$160K -2,260 -4%
FPCG
522
Forum Private Client Group
Indiana
$3.71M +$3.56M +50,429 New
AWM
523
Avior Wealth Management
Nebraska
$3.71M -$123K -1,740 -3%
HTC
524
Haverford Trust Company
Pennsylvania
$3.7M -$1.76M -24,997 -33%
SF
525
Symphony Financial
Texas
$3.67M +$815K +11,540 +30%
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