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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
851
Intelligent Financial Strategies
Minnesota
$616K +$2.43K +34 +0.4%
RF
852
Robinswood Financial
Washington
$615K -$10.9K -152 -2%
BL
853
Balentine LLC
Georgia
$612K -$16.4K -230 -3%
SAS
854
SMI Advisory Services
Indiana
$611K +$626K +8,771 New
AFO
855
Arrowroot Family Office
California
$610K +$10.3K +144 +2%
FWA
856
Freedom Wealth Alliance
Wisconsin
$606K +$27.3K +383 +5%
KFI
857
Key Financial Inc
Pennsylvania
$605K +$143 +2 +0%
SFS
858
Summit Financial Strategies
Ohio
$605K +$106K +1,491 +21%
RGC
859
Roberts, Glore & Co
Illinois
$602K -$57.1K -800 -8%
DWT
860
Dorsey & Whitney Trust
South Dakota
$599K +$86.2K +1,208 +16%
JIC
861
Joel Isaacson & Co
New York
$599K -$14.8K -207 -2%
MCA
862
MSH Capital Advisors
Arizona
$599K -$76.6K -1,073 -11%
RMDI
863
R.M. Davis Inc
Maine
$598K -$68.4K -958 -10%
SFFS
864
Stonehage Fleming Financial Services
Jersey
$597K +$306K +4,290 +101%
LWM
865
Liberty Wealth Management
California
$596K +$72K +1,008 +14%
HI
866
Harper Investing
California
$596K -$8.21K -115 -1%
RB
867
Rodgers Brothers
Pennsylvania
$593K – – –
UW
868
Unique Wealth
Florida
$587K +$151K +2,121 +34%
HWM
869
Howard Wealth Management
Connecticut
$585K -$6.71K -94 -1%
AFS
870
Access Financial Services
Minnesota
$582K +$44.9K +629 +8%
RCI
871
RS Crum Inc
California
$582K +$133K +1,870 +29%
RPA
872
Rock Point Advisors
Vermont
$582K +$595K +8,338 New
SP
873
Successful Portfolios
Florida
$580K -$2.86K -40 -0.5%
RPCA
874
Running Point Capital Advisors
California
$576K – – –
CSWM
875
Cassady Schiller Wealth Management
Ohio
$575K -$5.43K -76 -0.9%
33 34
35
36 37