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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1026
McLean Asset Management
Virginia
$715K +$65.8K +900 +10%
MA
1027
MONECO Advisors
Connecticut
$715K +$264K +3,610 +57%
SWM
1028
SeaCrest Wealth Management
New York
$712K +$202K +2,767 +39%
CAG
1029
Crestwood Advisors Group
Massachusetts
$707K +$257K +3,511 +56%
GPW
1030
Genesis Private Wealth
Virginia
$707K +$719K +9,828 New
MPW
1031
Monterey Private Wealth
California
$706K +$35.1K +480 +5%
BFS
1032
BridgePort Financial Solutions
Iowa
$705K +$703K +9,617 New
TMWM
1033
Taylor & Morgan Wealth Management
Michigan
$703K -$4.61K -63 -0.6%
SA
1034
SAM Advisors
California
$703K +$234K +3,206 +49%
EGM
1035
Engineers Gate Manager
New York
$702K +$713K +9,758 New
RCWM
1036
Red Crane Wealth Management
California
$696K +$708K +9,684 New
EWM
1037
Executive Wealth Management
Michigan
$688K -$26.9K -368 -4%
USCWA
1038
U.S. Capital Wealth Advisors
Texas
$686K -$1.38M -18,891 -66%
SNBOSCI
1039
Security National Bank of Sioux City Iowa
Iowa
$686K -$17.2K -235 -2%
TCM
1040
Traynor Capital Management
Pennsylvania
$684K -$7.53K -103 -1%
ML
1041
McAdam LLC
Pennsylvania
$681K +$11.3K +154 +2%
M
1042
MYeCFO
California
$679K -$4.39K -60 -0.6%
AA
1043
Ancora Advisors
Ohio
$678K +$619K +8,471 +880%
RF
1044
Rossby Financial
Florida
$671K +$682K +9,327 New
PFG
1045
Pacific Financial Group
Washington
$670K -$23.8K -325 -3%
TBT
1046
Texas Bank & Trust
Texas
$670K +$681K +9,312 New
EW
1047
Evoke Wealth
California
$665K +$296K +4,043 +78%
OFG
1048
Opulen Financial Group
Virginia
$665K +$676K +9,241 New
LPT
1049
Legacy Private Trust
Wisconsin
$663K -$21.5M -294,124 -97%
BBW
1050
Blue Barn Wealth
Utah
$663K -$12.6K -173 -2%
40 41
42
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