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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
776
Titus Wealth Management
California
$631K -$56.6K -693 -8%
CWS
777
Confluence Wealth Services
Pennsylvania
$630K +$1.55K +19 +0.2%
SEA
778
Stegent Equity Advisors
Texas
$627K +$644K +7,880 New
HWM
779
Hohimer Wealth Management
Washington
$625K -$121K -1,487 -16%
WFS
780
Weitzel Financial Services
Iowa
$622K -$19.9K -243 -3%
WPWM
781
Windward Private Wealth Management
Kansas
$618K +$138K +1,694 +28%
CRWM
782
Castle Rock Wealth Management
California
$613K -$682K -8,354 -51%
CAN
783
Claraphi Advisory Network
United States
$609K -$48.8K -597 -7%
LFASL
784
Lugano Financial Advisors SA (LFA)
Switzerland
$609K – – –
EI
785
Ethic Inc
New York
$605K +$622K +7,609 New
RA
786
Rise Advisors
New York
$602K +$57.6K +705 +10%
TRCT
787
Tower Research Capital (TRC)
New York
$601K -$822K -10,061 -57%
LA
788
LexAurum Advisors
Kansas
$600K +$25.8K +316 +4%
AFS
789
Access Financial Services
Minnesota
$596K +$7.19K +88 +1%
WIP
790
WealthCare Investment Partners
Rhode Island
$595K +$152K +1,856 +32%
UWM
791
USAdvisors Wealth Management
Minnesota
$594K +$22.1K +270 +4%
BFG
792
Berger Financial Group
Minnesota
$593K +$37K +453 +6%
PCMC
793
Private Capital Management (Colorado)
Colorado
$592K +$293K +3,591 +93%
H
794
HoyleCohen
California
$587K +$134K +1,645 +29%
AWM
795
Atticus Wealth Management
Florida
$586K +$602K +7,372 New
CPIG
796
Chicago Partners Investment Group
Illinois
$584K -$3.81M -46,605 -86%
MPW
797
Monterey Private Wealth
California
$584K -$2.75M -33,685 -82%
RMA
798
Roffman Miller Associates
Pennsylvania
$582K +$245K +3,003 +70%
TWA
799
TCI Wealth Advisors
Arizona
$580K -$37K -453 -6%
PFA
800
Pathway Financial Advisors
Vermont
$580K +$595K +7,288 New
30 31
32
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