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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
751
Patron Partners
Texas
$830K -$501 -7 -0.1%
WP
752
WealthShield Partners
North Carolina
$827K +$12.5K +175 +2%
BA
753
Bridge Advisory
California
$827K -$501K -7,001 -38%
SA
754
Sunesis Advisors
Kansas
$812K +$167K +2,330 +26%
WB
755
Webster Bank
Connecticut
$810K +$21.3K +298 +3%
WWM
756
Wiser Wealth Management
Georgia
$806K +$257K +3,591 +47%
TI
757
Tidal Investments
Wisconsin
$805K -$401K -5,603 -33%
KWMG
758
King Wealth Management Group
Florida
$804K -$45.1K -629 -5%
EB
759
Eastern Bank
Massachusetts
$801K – – –
RCIM
760
Red Cedar Investment Management
Michigan
$801K – – –
LA
761
Legacy Advisors
Pennsylvania
$799K +$346K +4,824 +77%
AWA
762
Arkadios Wealth Advisors
Georgia
$794K +$389K +5,425 +96%
MGIA
763
Moneta Group Investment Advisors
Missouri
$791K +$130K +1,809 +20%
LFG
764
Larson Financial Group
Missouri
$789K +$179K +2,499 +29%
WWA
765
WCG Wealth Advisors
Nevada
$786K +$96.8K +1,352 +14%
SFP
766
Sterling Financial Planning
New Jersey
$775K +$773K +10,791 New
GJIA
767
Glass Jacobson Investment Advisors
Maryland
$771K +$769K +10,731 New
AC
768
Addison Capital
Pennsylvania
$753K – – –
PCMM
769
Piedmont Capital Management (Montana)
Montana
$742K -$66.3K -925 -8%
DWM
770
Dakota Wealth Management
Florida
$736K -$82.4K -1,150 -10%
APC
771
Aspire Private Capital
North Carolina
$732K +$512K +7,152 +236%
FFA
772
Farther Finance Advisors
California
$729K +$727K +10,148 New
NW
773
Naviter Wealth
Arkansas
$728K +$703K +9,812 New
VWM
774
Valley Wealth Managers
New Jersey
$724K -$88.5K -1,236 -11%
EC
775
Estate Counselors
Wisconsin
$722K +$196K +2,735 +37%
29 30
31
32 33