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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
951
Cary Street Partners Asset Management
Virginia
$611K +$260K +3,589 +74%
RIL
952
Rothschild Investment LLC
Illinois
$610K +$3.34K +46 +0.6%
AWM
953
Aries Wealth Management
Maine
$605K – – –
WB
954
Webster Bank
Connecticut
$601K -$16.9K -233 -3%
CIA
955
Cape Investment Advisory
Georgia
$600K -$15.6K -215 -3%
CSWM
956
Cassady Schiller Wealth Management
Ohio
$599K – – –
H
957
HoyleCohen
California
$599K +$188K +2,595 +46%
MWM
958
Marion Wealth Management
Pennsylvania
$598K +$42.5K +586 +8%
MCC
959
Money Concepts Capital
Florida
$598K +$173K +2,381 +41%
NFA
960
Northwest Financial Advisors
Virginia
$598K +$130K +1,795 +28%
SFP
961
Sandbox Financial Partners
Maryland
$597K +$300K +4,136 +101%
AFO
962
Arrowroot Family Office
California
$593K +$34.1K +470 +6%
PP
963
Patron Partners
Texas
$591K -$202K -2,790 -26%
KMWM
964
Keudell/Morrison Wealth Management
Oregon
$587K -$130K -1,788 -18%
OWM
965
Opes Wealth Management
California
$585K +$194K +2,675 +50%
JIC
966
Joel Isaacson & Co
New York
$585K +$10K +138 +2%
RPA
967
Rock Point Advisors
Vermont
$584K +$10.9K +150 +2%
HIP
968
HUB Investment Partners
Texas
$582K -$2.25K -31 -0.4%
HH
969
Hilltop Holdings
Texas
$580K -$49.5K -682 -8%
CSIA
970
Conrad Siegel Investment Advisors
Pennsylvania
$579K -$151K -2,077 -21%
KWMG
971
King Wealth Management Group
Florida
$578K -$17K -234 -3%
OWA
972
Opal Wealth Advisors
New York
$575K +$325K +4,485 +130%
SIA
973
Schechter Investment Advisors
Michigan
$573K +$197K +2,714 +52%
SIG
974
Stonegate Investment Group
Alabama
$572K +$572K +7,876 New
KFP
975
Keener Financial Planning
Texas
$571K -$128K -1,763 -18%
37 38
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40 41