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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
926
Blue Barn Wealth
Utah
$677K +$200K +2,795 +42%
BSW
927
Buckingham Strategic Wealth
Missouri
$675K -$258K -3,597 -28%
UAG
928
United Advisor Group
Ohio
$672K -$91.9K -1,283 -12%
ACM
929
Absolute Capital Management
Pennsylvania
$662K -$645 -9 -0.1%
MPW
930
Monterey Private Wealth
California
$651K +$18K +252 +3%
CCM
931
Crew Capital Management
Ohio
$651K -$1.13M -15,718 -63%
NFG
932
Northeast Financial Group
Pennsylvania
$651K -$12.2K -170 -2%
OSAM
933
O'Shaughnessy Asset Management
Connecticut
$648K +$448K +6,258 +229%
HBW
934
Hazlett, Burt & Watson
West Virginia
$647K +$7.3K +102 +1%
SCM
935
Shorepath Capital Management
Utah
$644K – – –
PFG
936
Pinnacle Financial Group
Illinois
$643K +$30.4K +424 +5%
CCWM
937
Cassaday & Co Wealth Management
Virginia
$642K +$342K +4,773 +115%
RWMH
938
Riverpoint Wealth Management Holdings
Illinois
$642K +$17.3K +242 +3%
NFA
939
Northwest Financial Advisors
Virginia
$641K +$47.8K +668 +8%
DCM
940
Driehaus Capital Management
Illinois
$640K +$24.9K +347 +4%
CSIA
941
Conrad Siegel Investment Advisors
Pennsylvania
$639K +$63.5K +886 +11%
CAAM
942
Cornerstone Advisors Asset Management
Pennsylvania
$636K – – –
BSA
943
Bull Street Advisors
Georgia
$630K -$59.4K -830 -9%
CW
944
CIC Wealth
Maryland
$628K +$13.2K +185 +2%
CT
945
Colonial Trust
South Carolina
$627K -$13.6K -190 -2%
FW
946
Fairway Wealth
Ohio
$623K +$115K +1,600 +23%
RMDI
947
R.M. Davis Inc
Maine
$623K +$84.1K +1,175 +16%
ETIA
948
Epic Trust Investment Advisors
Washington
$618K -$183K -2,549 -23%
CIA
949
Capital Investment Advisors
Georgia
$618K -$24.2K -338 -4%
KFI
950
Key Financial Inc
Pennsylvania
$614K +$143 +2 +0%
36 37
38
39 40