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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
751
Institutional & Family Asset Management
Colorado
$354K +$99.2K +1,119 +39%
TTWM
752
TCV Trust & Wealth Management
Virginia
$350K – – –
WA
753
Waverly Advisors
Alabama
$348K +$353K +3,976 New
TF
754
TimeScale Financial
Massachusetts
$344K -$18.5K -209 -5%
FCA
755
FLC Capital Advisors
California
$344K +$347K +3,914 New
TC
756
Trilogy Capital
California
$340K +$341K +3,850 New
JIC
757
Joel Isaacson & Co
New York
$339K – – –
AIP
758
Ahrens Investment Partners
Louisiana
$338K +$60.2K +679 +22%
FMP
759
Financial Management Professionals
Texas
$337K +$339K +3,822 New
SHWM
760
Smith & Howard Wealth Management
Georgia
$335K – – –
SIM
761
Sonora Investment Management
Arizona
$334K +$83.5K +942 +33%
DWM
762
Dakota Wealth Management
Florida
$334K +$335K +3,779 New
IC
763
Innealta Capital
Texas
$332K -$17.9K -202 -5%
HIM
764
Hotaling Investment Management
Pennsylvania
$330K +$332K +3,741 New
SBIA
765
Sheaff Brock Investment Advisors
Indiana
$329K +$71.2K +803 +27%
IRAG
766
Investment Research & Advisory Group
Georgia
$327K +$1.06K +12 +0.3%
GSWM
767
Golden State Wealth Management
California
$325K -$2.59M -29,181 -89%
T
768
TrueFG
Texas
$325K +$8.16K +92 +3%
MGIA
769
Moneta Group Investment Advisors
Missouri
$323K +$325K +3,661 New
CST
770
Charles Schwab Trust
Nevada
$323K +$325K +3,663 New
SWP
771
Summit Wealth Partners
Florida
$323K +$3.46K +39 +1%
NWP
772
Northstar Wealth Partners
Connecticut
$322K -$286K -3,222 -47%
MHR
773
Matthew Hamilton Rosenberg
$320K – – –
TFGT
774
TS Financial Group (TSFG)
Illinois
$320K +$8.6K +97 +3%
SCA
775
Spearhead Capital Advisors
Florida
$319K -$14.9K -168 -4%
29 30
31
32 33