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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
801
Van Cleef Asset Management
Ohio
$577K -$25.3K -310 -4%
SVWAG
802
Sound View Wealth Advisors Group
Georgia
$575K -$6.29K -77 -1%
AIM
803
Anchor Investment Management
South Carolina
$572K -$47.4K -580 -7%
VFPW
804
Vantage Financial Partners (Wisconsin)
Wisconsin
$569K -$2.78K -34 -0.5%
UF
805
Univest Financial
Pennsylvania
$565K -$606K -7,417 -51%
EWA
806
EverSource Wealth Advisors
Alabama
$565K -$69.3K -848 -11%
MAP
807
Milestone Advisory Partners
North Carolina
$564K -$111K -1,353 -16%
W
808
Wealthsimple
Ontario, Canada
$561K -$4.17K -51 -0.7%
LWM
809
Liberty Wealth Management
California
$561K +$325K +3,982 +125%
KFI
810
Key Financial Inc
Pennsylvania
$559K +$82 +1 +0%
BRWM
811
B. Riley Wealth Management
Tennessee
$558K +$300K +3,676 +110%
CWC
812
Carolinas Wealth Consulting
North Carolina
$556K +$1.72K +21 +0.3%
CTA
813
Chesley Taft & Associates
Illinois
$555K – – –
C
814
CEDRUS
Colorado
$553K +$9.64K +118 +2%
CFD
815
Creative Financial Designs
Indiana
$552K -$58.4K -715 -9%
OC
816
Oppenheimer & Co
New York
$551K -$461K -5,648 -45%
BCA
817
Bay Colony Advisors
Massachusetts
$551K -$1.47K -18 -0.3%
CWM
818
Congress Wealth Management
Massachusetts
$549K -$12.9K -158 -2%
WP
819
WealthSource Partners
California
$547K -$127K -1,560 -18%
RTS
820
Round Table Services
New Jersey
$541K -$947K -11,593 -63%
PCA
821
Permit Capital Advisors
Pennsylvania
$540K +$574K +7,028 New
SWM
822
Shakespeare Wealth Management
Wisconsin
$538K +$555K +6,792 New
CF
823
Centaurus Financial
California
$536K -$416K -5,098 -43%
ATC
824
Adirondack Trust Company
New York
$536K – – –
FAG
825
Fortitude Advisory Group
Washington
$532K -$28.7K -351 -5%
31 32
33
34 35