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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
826
Cabana LLC
Arkansas
$383K +$388K +4,489 New
MWP
827
Meridian Wealth Partners
Pennsylvania
$381K +$9.06K +105 +2%
HL
828
HeadInvest LLC
Maine
$379K – – –
JIC
829
Joel Isaacson & Co
New York
$377K – – –
KCM
830
Kathmere Capital Management
Pennsylvania
$374K -$47.1K -546 -11%
IP
831
Investment Partners
Ohio
$374K -$13.4K -155 -3%
CAM
832
Cresset Asset Management
Illinois
$372K -$981K -11,359 -72%
HCM
833
Hengehold Capital Management
Ohio
$372K +$1.81K +21 +0.5%
TFA
834
Teamwork Financial Advisors
Texas
$370K -$302K -3,501 -45%
ATPW
835
Ashton Thomas Private Wealth
Arizona
$369K +$3.97K +46 +1%
PIA
836
Perennial Investment Advisors
California
$366K +$14.4K +167 +4%
SEP
837
Southland Equity Partners
Missouri
$366K +$48.3K +559 +15%
BWM
838
Birchcreek Wealth Management
Ohio
$364K +$7.17K +83 +2%
GP
839
Girard Partners
Pennsylvania
$357K +$691 +8 +0.2%
OWA
840
Octavia Wealth Advisors
Ohio
$356K -$69.2K -801 -16%
OHIS
841
Oak Harvest Investment Services
Texas
$356K +$1.64K +19 +0.5%
PCM
842
Parsons Capital Management
Rhode Island
$355K -$53.7K -622 -13%
PA
843
Planning Alternatives
Michigan
$354K -$591K -6,847 -62%
ECM
844
EMC Capital Management
Texas
$354K – – –
PFO
845
Pathstone Family Office
New Jersey
$353K -$174K -2,011 -33%
TC
846
Trilogy Capital
California
$350K -$41.6K -482 -11%
SWA
847
SOA Wealth Advisors
New York
$350K +$89.7K +1,039 +34%
CWA
848
Canvas Wealth Advisors
Kansas
$348K – – –
GFS
849
GYL Financial Synergies
Connecticut
$346K +$4.75K +55 +1%
WFAG
850
Wescott Financial Advisory Group
Pennsylvania
$346K +$349K +4,048 New
32 33
34
35 36