We are live on ! Find out more
BND icon

Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1076
Concord Wealth Partners
Virginia
$240K +$222K +2,610 +1,160%
FWM
1077
Fingerlakes Wealth Management
New York
$240K +$261K +3,063 New
C
1078
Certuity
Florida
$238K – – –
HCM
1079
Howland Capital Management
Massachusetts
$238K – – –
RWP
1080
Revolve Wealth Partners
New Jersey
$237K +$239K +2,801 New
RSWM
1081
Robertson Stephens Wealth Management
California
$236K -$13.5K -158 -5%
MFS
1082
McNamara Financial Services
Massachusetts
$236K -$5.03K -59 -2%
KFS
1083
Kaizen Financial Strategies
California
$235K +$13.5K +158 +6%
IWP
1084
Icon Wealth Partners
Texas
$234K -$30.7K -360 -12%
ML
1085
McAdam LLC
Pennsylvania
$234K +$235K +2,760 New
PIA
1086
Perennial Investment Advisors
California
$233K -$129K -1,516 -36%
AAS
1087
Annex Advisory Services
Wisconsin
$232K +$233K +2,733 New
AFP
1088
Ausdal Financial Partners
Iowa
$231K -$23.3K -273 -9%
VC
1089
Vicus Capital
Pennsylvania
$229K -$85.8K -1,007 -27%
CPSAC
1090
Chas P. Smith & Associates (CPS)
Florida
$229K +$230K +2,706 New
OWP
1091
Obermeyer Wealth Partners
Colorado
$227K +$2.64K +31 +1%
ACM
1092
Alpha Capital Management
Texas
$227K +$20.9K +245 +10%
TF
1093
TimeScale Financial
Massachusetts
$224K -$596 -7 -0.3%
WAM
1094
Walker Asset Management
Missouri
$222K +$223K +2,615 New
WH
1095
Whitcomb & Hess
Ohio
$220K +$1.02K +12 +0.4%
AI
1096
Accredited Investors
Minnesota
$219K +$2.04K +24 +0.9%
ECM
1097
EMC Capital Management
Texas
$218K -$134K -1,572 -38%
CBB
1098
Citizens Business Bank
California
$217K – – –
NCMW
1099
Northern Capital Management (Washington)
Washington
$217K +$170 +2 +0.1%
SFM
1100
Signet Financial Management
New Jersey
$217K +$9.71K +114 +5%
42 43
44
45 46