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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
976
Quadrant Private Wealth Management
Pennsylvania
$1.03M – – –
TIA
977
Traphagen Investment Advisors
New Jersey
$1.03M -$34.4K -467 -3%
CWP
978
Cyndeo Wealth Partners
Florida
$1.03M +$225K +3,058 +28%
NG
979
Novem Group
New York
$1.02M +$62.8K +853 +7%
CFP
980
Catalyst Financial Partners
Massachusetts
$1.02M – – –
AIA
981
Accelerate Investment Advisors
California
$1.02M -$742K -10,071 -42%
AIS
982
American Investment Services
Massachusetts
$1.02M +$113K +1,541 +13%
FT
983
Fiduciary Trust
Massachusetts
$1.02M -$1.18K -16 -0.1%
DPI
984
Diversified Portfolios Inc
Michigan
$1.02M -$247K -3,359 -20%
MA
985
MONECO Advisors
Connecticut
$1.01M -$56.8K -772 -5%
AWM
986
Abound Wealth Management
Tennessee
$1.01M +$482K +6,547 +93%
HFS
987
Heritage Financial Services
Massachusetts
$1.01M +$4.42K +60 +0.4%
GAA
988
Guardian Asset Advisors
Pennsylvania
$1.01M -$757K -10,281 -43%
SWM
989
SilverOak Wealth Management
Minnesota
$1.01M +$40.9K +555 +4%
HWA
990
HCR Wealth Advisors
California
$1M +$90.1K +1,224 +10%
CFS
991
Coordinated Financial Services
Colorado
$998K -$42.9K -582 -4%
HP
992
Holistic Planning
Texas
$994K +$25.3K +343 +3%
HCP
993
Hardin Capital Partners
South Carolina
$987K +$30.8K +418 +3%
ICP
994
Impact Capital Partners
Colorado
$984K +$217K +2,944 +29%
WF
995
Welch & Forbes
Massachusetts
$976K -$51.5K -700 -5%
SIAG
996
Safeguard Investment Advisory Group
California
$970K -$42.6K -578 -4%
MWA
997
Medallion Wealth Advisors
Connecticut
$970K -$12.4K -169 -1%
ZIM
998
Zacks Investment Management
Illinois
$968K +$77.4K +1,051 +9%
EIC
999
Equity Investment Corp
Georgia
$967K +$9.35K +127 +1%
BWIA
1000
Bryant Woods Investment Advisors
New York
$966K +$9.28K +126 +1%
38 39
40
41 42