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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
726
Tidal Investments
Wisconsin
$1.05M – – –
SMA
727
Seven Mile Advisory
New Jersey
$1.05M +$1.05M +14,378 New
EWM
728
Endowment Wealth Management
Wisconsin
$1.04M +$59.6K +813 +6%
ITB
729
Idaho Trust Bank
Idaho
$1.04M +$1.04M +14,248 New
CAL
730
Capital Analysts LLC
Pennsylvania
$1.03M -$78.1K -1,066 -7%
SWA
731
SFMG Wealth Advisors
Texas
$1.03M -$201K -2,740 -16%
CWM
732
Cahaba Wealth Management
Georgia
$1.03M +$46.5K +635 +5%
SFG
733
Sovereign Financial Group
Connecticut
$1.03M +$88K +1,201 +9%
TCM
734
Traynor Capital Management
Pennsylvania
$1.03M -$45.5K -621 -4%
DC
735
Davenport & Co
Virginia
$1.03M +$23.9K +326 +2%
WMWM
736
Whitaker-Myers Wealth Managers
Ohio
$1.02M +$139K +1,895 +16%
BSWA
737
Bromfield Sneider Wealth Advisors
Massachusetts
$1.02M +$3.66K +50 +0.4%
CIA
738
Capital Investment Advisors
Georgia
$1.02M +$57.5K +785 +6%
WT
739
Whittier Trust
California
$1.01M -$275K -3,754 -21%
CFO
740
Colony Family Offices
North Carolina
$1.01M +$8.86K +121 +0.9%
AR
741
Apeiron RIA
Texas
$1M -$141K -1,920 -12%
THL
742
Tillman Hartley LLC
Colorado
$1M +$15.2K +207 +2%
CAC
743
Certified Advisory Corp
Florida
$1M -$446K -6,092 -31%
AIC
744
Archer Investment Corporation
Indiana
$1M +$124K +1,695 +14%
FLA
745
Financial Life Advisors
Texas
$1M – – –
SFC
746
SYM Financial Corp
Indiana
$994K +$291K +3,975 +41%
RFP
747
Root Financial Partners
California
$991K -$1.55M -21,106 -61%
RFP
748
RCS Financial Planning
Maryland
$986K -$449K -6,132 -31%
ICG
749
InterOcean Capital Group
Tennessee
$985K +$15.7K +215 +2%
HIS
750
Horizon Investment Services
Indiana
$980K -$69.2K -945 -7%
28 29
30
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