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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
801
Elm Partners Management
Pennsylvania
$527K +$123K +1,615 +30%
CSIA
802
Charles Schwab Investment Advisory
California
$524K +$147K +1,930 +38%
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$519K -$26K -342 -5%
6F
804
626 Financial
Michigan
$519K +$526K +6,905 New
CWM
805
Congress Wealth Management
Massachusetts
$516K -$4.34K -57 -0.8%
PA
806
Procyon Advisors
Connecticut
$515K -$223K -2,932 -30%
SS
807
Sunbelt Securities
Texas
$513K +$116K +1,519 +29%
W
808
Wealthsimple
Ontario, Canada
$510K -$20.8K -273 -4%
ATC
809
Adirondack Trust Company
New York
$507K – – –
SAM
810
S.A. Mason
Michigan
$504K -$200K -2,626 -28%
VCA
811
Verdence Capital Advisors
Maryland
$503K +$381 +5 +0.1%
NW
812
NewEdge Wealth
Pennsylvania
$502K +$1.37K +18 +0.3%
BWFA
813
Baltimore-Washington Financial Advisors
Maryland
$500K -$10.1M -132,201 -95%
PPW
814
Pinnacle Private Wealth
Massachusetts
$499K -$288K -3,782 -36%
SAM
815
SignalPoint Asset Management
Missouri
$496K -$1.29K -17 -0.3%
WP
816
WealthSource Partners
California
$494K -$23.4K -308 -4%
CSIA
817
Conrad Siegel Investment Advisors
Pennsylvania
$491K +$430K +5,651 +649%
CTA
818
Chesley Taft & Associates
Illinois
$490K -$49.5K -650 -9%
RWM
819
Rockwood Wealth Management
Pennsylvania
$484K -$401K -5,271 -45%
VCAM
820
Van Cleef Asset Management
Ohio
$483K -$64.3K -845 -12%
GCA
821
Genesee Capital Advisors
New York
$483K -$8.6K -113 -2%
IA
822
Integrity Advisory
Kansas
$478K -$1.55M -20,427 -76%
EWP
823
Engrave Wealth Partners
Texas
$477K +$482K +6,333 New
DWM
824
Destination Wealth Management
California
$477K +$482K +6,339 New
EVM
825
Eaton Vance Management
Massachusetts
$473K – – –
31 32
33
34 35