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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
901
Pacific Financial Group
Washington
$285K +$288K +3,337 New
BMCM
902
Bryn Mawr Capital Management
Pennsylvania
$284K – – –
KPWG
903
KFA Private Wealth Group
Virginia
$284K +$1.12K +13 +0.4%
SCA
904
Stokes Capital Advisors
South Carolina
$284K +$15.4K +178 +6%
BRWM
905
B. Riley Wealth Management
Tennessee
$284K +$287K +3,320 New
SWPG
906
Strategic Wealth Partners Group
Illinois
$284K +$287K +3,324 New
BAMG
907
Brand Asset Management Group
Missouri
$283K +$7.77K +90 +3%
PCIA
908
Prime Capital Investment Advisors
Kansas
$282K -$863K -9,998 -75%
SSB
909
Sandy Spring Bank
Maryland
$279K – – –
TPA
910
Trivium Point Advisory
Connecticut
$278K -$3.8K -44 -1%
WA
911
Waverly Advisors
Alabama
$278K – – –
HWA
912
Hillcrest Wealth Advisors
New Jersey
$277K – – –
ESB
913
Essex Savings Bank
Connecticut
$276K +$3.71K +43 +1%
WDG
914
Wealth Dimensions Group
Ohio
$275K – – –
BSWM
915
Boston Standard Wealth Management
Massachusetts
$274K +$277K +3,212 New
BFS
916
Baskin Financial Services
Ontario, Canada
$272K – – –
AP
917
Appleton Partners
Massachusetts
$270K +$51.8K +600 +23%
FFA
918
Founders Financial Alliance
North Carolina
$269K +$12K +139 +5%
ACI
919
Alpha Cubed Investments
California
$268K – – –
AF
920
Apexium Financial
Texas
$268K +$58K +672 +27%
FA
921
Fountainhead AM
New Jersey
$268K +$270K +3,131 New
IWP
922
Icon Wealth Partners
Texas
$267K – – –
W
923
WealthOne
New York
$266K -$2.42K -28 -0.9%
SPIO
924
Seven Post Investment Office
California
$264K – – –
MWM
925
MinichMacGregor Wealth Management
New York
$264K +$53K +614 +25%
35 36
37
38 39