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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
626
Leeward Financial Partners
Washington
$2.99M +$426K +5,833 +16%
AFTS
627
American Financial & Tax Strategies
New York
$2.99M +$249K +3,406 +9%
DAM
628
Delta Asset Management
Tennessee
$2.99M -$4.83K -66 -0.2%
BRIA
629
Balanced Rock Investment Advisors
Massachusetts
$2.99M +$112K +1,526 +4%
CCA
630
Carrera Capital Advisors
Michigan
$2.98M -$1.79M -24,524 -37%
DAS
631
Diversify Advisory Services
Utah
$2.97M -$7.1M -97,169 -70%
BFPW
632
BOK Financial Private Wealth
Colorado
$2.96M -$1.55M -21,190 -34%
LGA
633
Lebenthal Global Advisors
New York
$2.93M +$125K +1,713 +4%
FIA
634
Foundations Investment Advisors
Arizona
$2.93M +$769K +10,512 +35%
HWM
635
Howard Wealth Management
Connecticut
$2.92M -$423K -5,790 -12%
CAM
636
Cresset Asset Management
Illinois
$2.92M -$522K -7,139 -15%
NF
637
Nikulski Financial
Iowa
$2.87M +$180K +2,458 +7%
NFP
638
Narus Financial Partners
Utah
$2.86M -$1.02M -13,898 -26%
SW
639
SVB Wealth
Massachusetts
$2.85M +$2.9M +39,673 New
WF
640
Warner Financial
Maryland
$2.84M +$366K +5,006 +15%
KF
641
K2 Financial
California
$2.84M +$2.91M +39,842 New
RW
642
REDW Wealth
New Mexico
$2.83M -$596K -8,155 -17%
HIA
643
HTG Investment Advisors
Connecticut
$2.83M +$554K +7,572 +24%
OFS
644
OneAscent Financial Services
Alabama
$2.82M +$2.87M +39,199 New
GAM
645
Gould Asset Management
California
$2.81M -$262K -3,584 -8%
EIG
646
Ellenbecker Investment Group
Wisconsin
$2.8M -$1.08M -14,743 -27%
RWM
647
Reston Wealth Management
Virginia
$2.79M +$28.7K +392 +1%
RIM
648
RW Investment Management
Idaho
$2.79M +$96.6K +1,321 +4%
ATC
649
Argent Trust Co
Tennessee
$2.79M -$1.46M -19,972 -34%
CIA
650
Concurrent Investment Advisors
Florida
$2.76M -$48.1K -658 -2%
24 25
26
27 28