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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
526
Oppenheimer & Co
New York
$6.9M +$1.57M +21,437 +30%
HW
527
Hancock Whitney
Mississippi
$6.82M +$163K +2,219 +2%
BWM
528
Briggs Wealth Management
Connecticut
$6.81M +$539K +7,350 +9%
JCM
529
Jacobi Capital Management
Pennsylvania
$6.79M -$194K -2,646 -3%
AWM
530
Apex Wealth Management
New Hampshire
$6.76M -$246K -3,359 -4%
OWA
531
Oak Wealth Advisors
Illinois
$6.65M +$328K +4,464 +5%
BBFA
532
Brindle & Bay Financial Advisors
Texas
$6.63M -$1.24M -16,866 -16%
CSP
533
Cary Street Partners
Virginia
$6.62M -$1.19M -16,280 -15%
KP
534
Keel Point
Alabama
$6.61M +$648K +8,828 +11%
CWMS
535
CFG Wealth Management Services
Indiana
$6.56M – – –
SI
536
Stonekeep Investments
New Mexico
$6.56M +$310K +4,224 +5%
TI
537
Truepoint Inc
Ohio
$6.54M +$325K +4,430 +5%
CWA
538
Clarus Wealth Advisors
Arizona
$6.45M +$694K +9,456 +12%
OFS
539
Opus Financial Solutions
Illinois
$6.45M -$676K -9,213 -9%
PB
540
Pinnacle Bancorp
Nebraska
$6.44M +$758K +10,333 +13%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$6.41M +$3.53M +48,098 +123%
STA
542
Shade Tree Advisors
New York
$6.4M +$1.11M +15,097 +21%
FHC
543
First Heartland Consultants
Missouri
$6.4M +$669K +9,123 +12%
SA
544
Sovran Advisors
California
$6.35M +$1.15M +15,713 +22%
MWA
545
Marathon Wealth Advisors
Massachusetts
$6.32M +$263K +3,589 +4%
HWMC
546
Heritage Wealth Management (California)
California
$6.3M +$339K +4,622 +6%
SVWAG
547
Sound View Wealth Advisors Group
Georgia
$6.27M -$3.45K -47 -0.1%
KPWS
548
Kestra Private Wealth Services
Texas
$6.24M +$288K +3,925 +5%
MCM
549
MAI Capital Management
Ohio
$6.24M -$244K -3,329 -4%
BOSSRA
550
B.O.S.S. Retirement Advisors
Utah
$6.21M +$666K +9,071 +12%
20 21
22
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