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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
801
Perennial Investment Advisors
California
$1.17M +$76.7K +1,071 +7%
LFS
802
Legacy Financial Strategies
Kansas
$1.17M -$13.1K -183 -1%
NFG
803
Nations Financial Group
Iowa
$1.17M +$1.5K +21 +0.1%
FI
804
Financial Insights
Washington
$1.15M -$375K -5,236 -25%
CFO
805
Callan Family Office
Pennsylvania
$1.14M +$1.14M +15,882 New
IAG
806
Investment Advisory Group
Massachusetts
$1.14M +$22.3K +312 +2%
AG
807
Ascent Group
Virginia
$1.12M -$95.2K -1,329 -8%
SP
808
Sequent Planning
Nebraska
$1.12M +$219K +3,053 +24%
VWA
809
VERITY Wealth Advisors
United States
$1.12M +$7.23K +101 +0.7%
MPCL
810
My Personal CFO LLC
Washington
$1.11M -$81.1K -1,132 -7%
THL
811
Tillman Hartley LLC
Colorado
$1.1M +$358 +5 +0%
CP
812
Creekside Partners
California
$1.09M +$1.08M +15,104 New
CT
813
Caldwell Trust
Florida
$1.08M +$65.5K +914 +6%
FA
814
Fermata Advisors
California
$1.08M -$162K -2,265 -13%
IA
815
IFG Advisory
Georgia
$1.08M +$156K +2,173 +17%
SFP
816
Strategic Financial Planning
Texas
$1.08M +$196K +2,741 +22%
ACM
817
Alpha Capital Management
Texas
$1.07M +$17.1K +239 +2%
OHWA
818
Oak Hill Wealth Advisors
Virginia
$1.07M +$1.06M +14,801 New
NPFS
819
Novak & Powell Financial Services
Florida
$1.06M -$5.37K -75 -0.5%
WA
820
Waterford Advisors
New York
$1.06M +$351K +4,897 +48%
PCM
821
Passive Capital Management
Maryland
$1.06M +$1.05M +14,695 New
GFS
822
GYL Financial Synergies
Connecticut
$1.06M +$273K +3,810 +35%
FNT
823
First National Trust
Pennsylvania
$1.05M +$39.9K +557 +4%
MWM
824
MorganRosel Wealth Management
Colorado
$1.04M +$14.8K +206 +1%
HFS
825
Heritage Financial Services
Massachusetts
$1.04M +$21.2K +296 +2%
31 32
33
34 35