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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$271K – – –
CAS
802
Cascadia Advisory Services
Oregon
$267K +$9.4K +106 +4%
OIA
803
Optimum Investment Advisors
Illinois
$266K -$97.3K -1,097 -27%
CW
804
CreativeOne Wealth
Kansas
$266K +$267K +3,012 New
ARG
805
Advisory Resource Group
Oklahoma
$266K +$268K +3,018 New
LWM
806
Laidlaw Wealth Management
New York
$266K +$268K +3,020 New
WPA
807
West Paces Advisors
Georgia
$266K – – –
FFA
808
Founders Financial Alliance
North Carolina
$262K +$264K +2,981 New
BSW
809
Buckingham Strategic Wealth
Missouri
$261K -$16.5K -186 -6%
VWA
810
Visionary Wealth Advisors
Illinois
$261K +$61K +688 +30%
IFS
811
Ifrah Financial Services
Arkansas
$259K +$887 +10 +0.3%
JCIA
812
Jackson Creek Investment Advisors
Colorado
$259K +$260K +2,937 New
BAM
813
BTS Asset Management
Massachusetts
$257K +$155K +1,752 +151%
LHC
814
Little House Capital
Massachusetts
$256K +$258K +2,906 New
CWM
815
Connecticut Wealth Management
Connecticut
$253K +$45.9K +518 +22%
FWIA
816
Fort Washington Investment Advisors
Ohio
$252K +$8.87K +100 +4%
HCM
817
Howland Capital Management
Massachusetts
$251K +$252K +2,847 New
GT
818
Greenleaf Trust
Michigan
$250K -$278K -3,133 -52%
CAI
819
Capital Advisors Inc
Oklahoma
$250K -$204K -2,300 -45%
PO
820
Private Ocean
California
$249K -$29.9K -337 -11%
MA
821
MONECO Advisors
Connecticut
$249K +$38K +429 +18%
EPP
822
ETF Portfolio Partners
Kansas
$245K +$8.51K +96 +4%
W
823
Wealthquest
Ohio
$243K -$80.3K -906 -25%
NP
824
NorthRock Partners
Minnesota
$242K +$215K +2,424 +767%
CBT
825
Capital Bank & Trust
California
$240K +$241K +2,720 New
31 32
33
34 35