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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$575K -$6.29K -77 -1%
AIM
802
Anchor Investment Management
South Carolina
$572K -$47.4K -580 -7%
VFPW
803
Vantage Financial Partners (Wisconsin)
Wisconsin
$569K -$2.78K -34 -0.5%
UF
804
Univest Financial
Pennsylvania
$565K -$606K -7,417 -51%
EWA
805
EverSource Wealth Advisors
Alabama
$565K -$69.3K -848 -11%
MAP
806
Milestone Advisory Partners
North Carolina
$564K -$111K -1,353 -16%
W
807
Wealthsimple
Ontario, Canada
$561K -$4.17K -51 -0.7%
LWM
808
Liberty Wealth Management
California
$561K +$325K +3,982 +125%
KFI
809
Key Financial Inc
Pennsylvania
$559K +$82 +1 +0%
BRWM
810
B. Riley Wealth Management
Tennessee
$558K +$300K +3,676 +110%
CWC
811
Carolinas Wealth Consulting
North Carolina
$556K +$1.72K +21 +0.3%
CTA
812
Chesley Taft & Associates
Illinois
$555K – – –
C
813
CEDRUS
Colorado
$553K +$9.64K +118 +2%
CFD
814
Creative Financial Designs
Indiana
$552K -$58.4K -715 -9%
OC
815
Oppenheimer & Co
New York
$551K -$461K -5,648 -45%
BCA
816
Bay Colony Advisors
Massachusetts
$551K -$1.47K -18 -0.3%
CWM
817
Congress Wealth Management
Massachusetts
$549K -$12.9K -158 -2%
WP
818
WealthSource Partners
California
$547K -$127K -1,560 -18%
RTS
819
Round Table Services
New Jersey
$541K -$947K -11,593 -63%
PCA
820
Permit Capital Advisors
Pennsylvania
$540K +$574K +7,028 New
SWM
821
Shakespeare Wealth Management
Wisconsin
$538K +$555K +6,792 New
CF
822
Centaurus Financial
California
$536K -$416K -5,098 -43%
ATC
823
Adirondack Trust Company
New York
$536K – – –
FAG
824
Fortitude Advisory Group
Washington
$532K -$28.7K -351 -5%
SF
825
Safeguard Financial
Wisconsin
$532K +$546K +6,683 New
31 32
33
34 35