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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
926
Brown Advisory Securities
Maryland
$406K – – –
CNWM
927
Clay Northam Wealth Management
California
$406K +$408K +4,788 New
PWM
928
Paulson Wealth Management
Illinois
$401K -$5.79K -68 -1%
UBV
929
United Bank (Virginia)
Virginia
$400K – – –
CSIA
930
Charles Schwab Investment Advisory
California
$399K -$35.1K -412 -8%
WWM
931
WT Wealth Management
Arizona
$398K +$5.62K +66 +1%
OMC
932
Old Mission Capital
Illinois
$393K -$11M -129,439 -97%
SIAG
933
Safeguard Investment Advisory Group
California
$392K +$4.68K +55 +1%
CFA
934
CWS Financial Advisors
Michigan
$389K +$391K +4,585 New
SEP
935
Southland Equity Partners
Missouri
$388K +$25.3K +297 +7%
OHIS
936
Oak Harvest Investment Services
Texas
$387K +$34.2K +401 +10%
RSC
937
Red Spruce Capital
Pennsylvania
$384K – – –
TCM
938
Triumph Capital Management
Colorado
$380K -$2.45M -28,803 -87%
MWP
939
Meridian Wealth Partners
Pennsylvania
$379K +$1.45K +17 +0.4%
FSG
940
Financial Strategies Group
Michigan
$377K -$77.6K -911 -17%
MCA
941
MSH Capital Advisors
Arizona
$374K +$376K +4,415 New
IP
942
Investment Partners
Ohio
$374K +$2.9K +34 +0.8%
HCM
943
Hengehold Capital Management
Ohio
$372K +$2.9K +34 +0.8%
KCM
944
Kathmere Capital Management
Pennsylvania
$371K – – –
PFO
945
Pathstone Family Office
New Jersey
$371K +$20.4K +240 +6%
BWM
946
Birchcreek Wealth Management
Ohio
$370K +$8.6K +101 +2%
RMA
947
Roffman Miller Associates
Pennsylvania
$366K +$25.6K +300 +7%
TC
948
Tenret Company
Florida
$364K -$50.3K -591 -12%
WA
949
Wealthstream Advisors
New York
$361K +$363K +4,262 New
SWA
950
SOA Wealth Advisors
New York
$359K +$12.5K +147 +4%
36 37
38
39 40