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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1051
Pitti Group Wealth Management
New York
$962K +$15.1K +203 +2%
DFA
1052
Delta Financial Advisors
Louisiana
$958K +$962K +12,929 New
WF
1053
Welch & Forbes
Massachusetts
$953K -$18.5K -249 -2%
MWA
1054
Medallion Wealth Advisors
Connecticut
$951K -$14.7K -197 -2%
MAM
1055
McLean Asset Management
Virginia
$943K +$142K +1,905 +18%
BWM
1056
Baron Wealth Management
Michigan
$942K +$947K +12,722 New
SFG
1057
Sovereign Financial Group
Connecticut
$932K +$17.3K +233 +2%
BWM
1058
BAM Wealth Management
Colorado
$929K +$13K +175 +1%
SFS
1059
Sharp Financial Services
Pennsylvania
$925K -$6.55K -88 -0.7%
CSIA
1060
Conrad Siegel Investment Advisors
Pennsylvania
$924K +$55.9K +751 +6%
SPF
1061
South Plains Financial
Texas
$919K +$252K +3,380 +37%
CAG
1062
Carroll Advisory Group
Texas
$918K +$922K +12,391 New
OC
1063
Optima Capital
Oregon
$916K -$893 -12 -0.1%
SW
1064
SVB Wealth
Massachusetts
$913K -$286K -3,848 -24%
APW
1065
Aurora Private Wealth
New Jersey
$911K +$914K +12,274 New
LW
1066
Linscomb Wealth
Texas
$906K -$223K -2,991 -20%
LWM
1067
Lodestone Wealth Management
Washington
$906K – – –
WFA
1068
Wells Financial Advisors
Massachusetts
$902K -$672K -9,025 -43%
HCP
1069
Hardin Capital Partners
South Carolina
$901K -$82.2K -1,104 -8%
PWM
1070
Penobscot Wealth Management
Maine
$899K -$269K -3,609 -23%
OCA
1071
OpenArc Corporate Advisory
Georgia
$898K +$902K +12,118 New
AIC
1072
Archer Investment Corporation
Indiana
$896K -$217K -2,915 -19%
CFD
1073
Creative Financial Designs
Indiana
$893K +$364K +4,890 +68%
CSPIA
1074
Cary Street Partners Investment Advisory
Virginia
$893K +$897K +12,058 New
ATI
1075
ARK & TLK Investments
Oklahoma
$891K -$30.6K -411 -3%
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43
44 45