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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
926
SageView Advisory Group
California
$651K +$658K +9,071 New
SCM
927
Shorepath Capital Management
Utah
$649K +$58.1K +800 +10%
CIA
928
Capital Investment Advisors
Georgia
$648K -$95.1K -1,310 -13%
RFS
929
Richardson Financial Services
Massachusetts
$646K +$440K +6,061 +214%
CT
930
Colonial Trust
South Carolina
$645K -$30.1K -415 -4%
LWM
931
Liberty Wealth Management
California
$644K -$6.16M -84,856 -91%
HBW
932
Hazlett, Burt & Watson
West Virginia
$644K -$62.6K -863 -9%
RFP
933
RCS Financial Planning
Maryland
$643K +$22.5K +310 +4%
CAAM
934
Cornerstone Advisors Asset Management
Pennsylvania
$641K – – –
MPW
935
Monterey Private Wealth
California
$638K +$26.8K +369 +4%
LFG
936
Larson Financial Group
Missouri
$637K -$144K -1,984 -18%
CAG
937
Crestwood Advisors Group
Massachusetts
$634K +$28.7K +395 +5%
LFG
938
Lockerman Financial Group
California
$634K +$16.3K +224 +3%
CWP
939
Cyndeo Wealth Partners
Florida
$630K -$1.52M -20,969 -71%
RWMH
940
Riverpoint Wealth Management Holdings
Illinois
$629K +$68.1K +939 +12%
CFP
941
Cypress Financial Planning
New Jersey
$629K +$374K +5,150 +147%
CAC
942
Certified Advisory Corp
Florida
$624K +$33.3K +459 +6%
PP
943
PrairieView Partners
Minnesota
$622K +$2.98K +41 +0.5%
CW
944
CIC Wealth
Maryland
$620K +$54.2K +747 +10%
DCM
945
Driehaus Capital Management
Illinois
$619K +$159K +2,193 +35%
KFI
946
Key Financial Inc
Pennsylvania
$619K +$73 +1 +0%
PFG
947
Pinnacle Financial Group
Illinois
$618K -$136K -1,880 -18%
RB
948
Rodgers Brothers
Pennsylvania
$617K – – –
HWA
949
HCR Wealth Advisors
California
$617K -$76.1K -1,048 -11%
IIC
950
Ironwood Investment Counsel
Arizona
$617K +$406K +5,598 +194%
36 37
38
39 40