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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
S.A. Mason
Michigan
$478K – – –
OL
802
Optas LLC
Texas
$476K -$384K -5,134 -43%
SFC
803
SYM Financial Corp
Indiana
$475K +$36.4K +487 +8%
WPWM
804
Windward Private Wealth Management
Kansas
$474K -$70.4K -941 -12%
W
805
Wealthsimple
Ontario, Canada
$474K -$9.58K -128 -2%
SAM
806
SignalPoint Asset Management
Missouri
$465K -$5.16K -69 -1%
CTA
807
Chesley Taft & Associates
Illinois
$464K – – –
ONB
808
Old National Bancorp
Indiana
$463K +$167K +2,237 +53%
GCA
809
Genesee Capital Advisors
New York
$461K +$2.62K +35 +0.5%
EWP
810
Engrave Wealth Partners
Texas
$459K +$7.26K +97 +2%
BC
811
Barrett & Company
Rhode Island
$458K +$477K +6,377 New
EW
812
Element Wealth
Mississippi
$458K +$481K +6,426 New
CC
813
Courier Capital
New York
$457K +$24.7K +330 +5%
BWP
814
Balboa Wealth Partners
Arizona
$456K +$479K +6,398 New
PWA
815
Physician Wealth Advisors
Utah
$455K -$69.9K -934 -13%
FFM
816
Forum Financial Management
Illinois
$454K -$187K -2,496 -28%
LGA
817
Lebenthal Global Advisors
New York
$454K +$477K +6,372 New
LA
818
Legacy Advisors
Pennsylvania
$450K +$124K +1,653 +36%
FC
819
Family CFO
California
$450K +$18K +240 +4%
EVM
820
Eaton Vance Management
Massachusetts
$448K – – –
SIA
821
Schechter Investment Advisors
Michigan
$446K -$106K -1,415 -18%
AWM
822
AllSquare Wealth Management
New York
$446K – – –
CPP
823
Capasso Planning Partners
South Carolina
$439K +$460K +6,148 New
UWM
824
USAdvisors Wealth Management
Minnesota
$438K -$86.1K -1,150 -16%
VCA
825
Verdence Capital Advisors
Maryland
$435K -$43.1K -576 -9%
31 32
33
34 35