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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
1001
Christensen King & Associates Investment Services
Washington
$814K -$13.4K -184 -2%
SP
1002
Sequent Planning
Nebraska
$814K -$142K -1,960 -15%
ACM
1003
AUA Capital Management
Pennsylvania
$808K – – –
IAS
1004
Insigneo Advisory Services
Florida
$805K -$1.03M -14,247 -57%
AA
1005
Addison Advisors
Vermont
$804K +$68.6K +945 +9%
JFG
1006
JMG Financial Group
Illinois
$798K +$361K +4,971 +84%
CSIA
1007
Conrad Siegel Investment Advisors
Pennsylvania
$793K -$16.1K -222 -2%
JSW
1008
Journey Strategic Wealth
New Jersey
$791K +$7.33K +101 +0.9%
CMA
1009
Cedar Mountain Advisors
Oregon
$791K – – –
CWP
1010
Cyndeo Wealth Partners
Florida
$789K -$12.3K -170 -2%
LWM
1011
LJI Wealth Management
Indiana
$780K +$211K +2,905 +38%
IFWM
1012
Institute for Wealth Management
Colorado
$778K -$1.96K -27 -0.3%
APWM
1013
Argonautica Private Wealth Management
Massachusetts
$776K -$101K -1,385 -12%
OAS
1014
Optivise Advisory Services
Tennessee
$774K -$36.8K -507 -5%
PWM
1015
Penobscot Wealth Management
Maine
$773K -$830K -11,432 -52%
CCC
1016
Compass Capital Corp
Massachusetts
$764K -$552K -7,608 -42%
OHWP
1017
Oak Harbor Wealth Partners
North Carolina
$763K +$223K +3,075 +42%
BWL
1018
Beacon Wealthcare LLC
North Carolina
$761K – – –
SNBOSCI
1019
Security National Bank of Sioux City Iowa
Iowa
$760K +$59.1K +814 +9%
RGC
1020
Roberts, Glore & Co
Illinois
$759K +$1.16K +16 +0.2%
ICP
1021
Impact Capital Partners
Colorado
$756K -$124K -1,703 -14%
OFG
1022
Orcam Financial Group
California
$755K +$363 +5 +0%
SCM
1023
Shorepath Capital Management
Utah
$755K – – –
WFS
1024
Widmann Financial Services
Maryland
$751K – – –
CFG
1025
Clayton Financial Group
Missouri
$747K +$140K +1,924 +23%
39 40
41
42 43