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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
876
GeoWealth Management
Illinois
$1.26M -$65.4K -895 -5%
GFP
877
Gryphon Financial Partners
Ohio
$1.26M +$195K +2,671 +18%
SIM
878
Synergy Investment Management
Florida
$1.25M +$1.27M +17,423 New
RGF
879
Retirement Guys Formula
Ohio
$1.24M -$350K -4,782 -22%
MWG
880
Martin Worley Group
Utah
$1.24M +$1.26M +17,236 New
MHC
881
May Hill Capital
Massachusetts
$1.24M +$1.26M +17,228 New
CPA
882
Capital Planning Advisors
California
$1.24M +$52.1K +712 +4%
IWN
883
Independent Wealth Network
Iowa
$1.23M +$37.3K +510 +3%
GL
884
Graypoint LLC
New York
$1.23M +$239K +3,271 +24%
SIMC
885
Squire Investment Management Company
Utah
$1.22M +$303K +4,138 +32%
BEW
886
Burton Enright Welch
California
$1.22M +$415K +5,683 +51%
LRWA
887
Long Run Wealth Advisors
New York
$1.22M +$14.8K +202 +1%
PIA
888
Perennial Investment Advisors
California
$1.21M +$85.1K +1,164 +7%
FB
889
Finward Bancorp
Indiana
$1.2M +$1.23M +16,756 New
AW
890
Avion Wealth
Texas
$1.2M +$1.08M +14,822 +772%
AIC
891
Archer Investment Corporation
Indiana
$1.2M +$138K +1,884 +13%
WA
892
Wealthstream Advisors
New York
$1.2M +$14.6K +200 +1%
HWM
893
Hemington Wealth Management
Virginia
$1.18M -$18.8K -257 -2%
SCP
894
Silverleafe Capital Partners
Tennessee
$1.18M +$1.2M +16,364 New
TIP
895
Torray Investment Partners
Maryland
$1.17M – – –
SFP
896
Strategic Financial Planning
Texas
$1.17M +$21.1K +289 +2%
CIG
897
Cascade Investment Group
Colorado
$1.17M +$88.8K +1,214 +8%
TFO
898
Timonier Family Office
North Carolina
$1.16M +$1.18M +16,168 New
ACM
899
Alpha Capital Management
Texas
$1.16M +$67.7K +926 +6%
LWM
900
Lodestone Wealth Management
Washington
$1.16M -$326K -4,462 -22%
34 35
36
37 38