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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1076
Destination Wealth Management
California
$475K +$468K +6,321 New
CAG
1077
Crestwood Advisors Group
Massachusetts
$475K +$151K +2,045 +48%
FAG
1078
Fortitude Advisory Group
Washington
$474K +$29.4K +397 +7%
TPW
1079
Talon Private Wealth
Florida
$474K +$467K +6,304 New
FEM
1080
Fulcrum Equity Management
Texas
$473K – – –
EIC
1081
Equity Investment Corp
Georgia
$468K +$461K +6,225 New
DWS
1082
Discipline Wealth Solutions
South Carolina
$460K -$118K -1,594 -21%
LWM
1083
LJI Wealth Management
Indiana
$459K +$114K +1,537 +34%
LWM
1084
Liberty Wealth Management
California
$458K -$3.42M -46,177 -88%
CGPCS
1085
Capital Group Private Client Services
California
$455K -$296 -4 -0.1%
OWM
1086
Opes Wealth Management
California
$455K +$17.8K +240 +4%
ACA
1087
American Capital Advisory
Idaho
$454K – – –
SDWIA
1088
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$453K -$13.2K -178 -3%
NP
1089
NorthRock Partners
Minnesota
$449K +$352K +4,751 +388%
TPWM
1090
Twelve Points Wealth Management
Massachusetts
$449K -$6.29K -85 -1%
ATI
1091
ARK & TLK Investments
Oklahoma
$448K +$3.55K +48 +0.8%
SWA
1092
SFMG Wealth Advisors
Texas
$447K -$107K -1,440 -19%
SL
1093
SWMG LLC
Texas
$447K +$48.7K +658 +12%
NFP
1094
NorthLanding Financial Partners
New York
$446K +$3.4K +46 +0.8%
BFC
1095
Bedel Financial Consulting
Indiana
$445K +$962 +13 +0.2%
WJWM
1096
Williams Jones Wealth Management
New York
$444K +$438K +5,914 New
AFO
1097
Arrowroot Family Office
California
$442K -$46.1K -623 -10%
ATC
1098
Adirondack Trust Company
New York
$442K – – –
JFG
1099
JMG Financial Group
Illinois
$438K -$2.81K -38 -0.6%
PCA
1100
Prosperity Capital Advisors
Ohio
$438K +$432K +5,834 New
42 43
44
45 46