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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Meridian Wealth Management
Kentucky
$289K +$2.07K +24 +0.7%
PFG
902
Pacific Financial Group
Washington
$285K +$288K +3,337 New
BMCM
903
Bryn Mawr Capital Management
Pennsylvania
$284K – – –
KPWG
904
KFA Private Wealth Group
Virginia
$284K +$1.12K +13 +0.4%
SCA
905
Stokes Capital Advisors
South Carolina
$284K +$15.4K +178 +6%
BRWM
906
B. Riley Wealth Management
Tennessee
$284K +$287K +3,320 New
SWPG
907
Strategic Wealth Partners Group
Illinois
$284K +$287K +3,324 New
BAMG
908
Brand Asset Management Group
Missouri
$283K +$7.77K +90 +3%
PCIA
909
Prime Capital Investment Advisors
Kansas
$282K -$863K -9,998 -75%
SSB
910
Sandy Spring Bank
Maryland
$279K – – –
TPA
911
Trivium Point Advisory
Connecticut
$278K -$3.8K -44 -1%
WA
912
Waverly Advisors
Alabama
$278K – – –
HWA
913
Hillcrest Wealth Advisors
New Jersey
$277K – – –
ESB
914
Essex Savings Bank
Connecticut
$276K +$3.71K +43 +1%
WDG
915
Wealth Dimensions Group
Ohio
$275K – – –
BSWM
916
Boston Standard Wealth Management
Massachusetts
$274K +$277K +3,212 New
BFS
917
Baskin Financial Services
Ontario, Canada
$272K – – –
AP
918
Appleton Partners
Massachusetts
$270K +$51.8K +600 +23%
FFA
919
Founders Financial Alliance
North Carolina
$269K +$12K +139 +5%
ACI
920
Alpha Cubed Investments
California
$268K – – –
AF
921
Apexium Financial
Texas
$268K +$58K +672 +27%
FA
922
Fountainhead AM
New Jersey
$268K +$270K +3,131 New
IWP
923
Icon Wealth Partners
Texas
$267K – – –
W
924
WealthOne
New York
$266K -$2.42K -28 -0.9%
SPIO
925
Seven Post Investment Office
California
$264K – – –
35 36
37
38 39