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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1101
Hillcrest Wealth Advisors
New Jersey
$371K – – –
JGIA
1102
Jackson Grant Investment Advisers
Connecticut
$371K +$4.02K +57 +1%
CAM
1103
Clark Asset Management
New Hampshire
$371K -$1.42M -20,146 -80%
AWM
1104
AllSquare Wealth Management
New York
$369K – – –
RIA
1105
Regal Investment Advisors
Michigan
$369K -$5.58K -79 -2%
SPL
1106
Smart Portfolios LLC
Washington
$368K – – –
UWS
1107
Unique Wealth Strategies
Illinois
$367K +$353K +4,996 New
MPW
1108
Melone Private Wealth
Michigan
$366K -$496K -7,023 -59%
SIA
1109
Stegner Investment Associates
Kentucky
$365K -$2.4K -34 -0.7%
CHJWM
1110
Carlton Hofferkamp & Jenks Wealth Management
Texas
$365K -$7.06K -100 -2%
CPIA
1111
Cornell Pochily Investment Advisors
New York
$364K +$350K +4,953 New
EGWAG
1112
Elwood & Goetz Wealth Advisory Group
Georgia
$364K -$974K -13,801 -74%
SFG
1113
SevenBridge Financial Group
Pennsylvania
$363K +$348K +4,934 New
LODC
1114
Lanham O'Dell & Company
West Virginia
$362K +$347K +4,920 New
AP
1115
Aspect Partners
Virginia
$361K +$346K +4,904 New
ZIM
1116
Zacks Investment Management
Illinois
$358K +$344K +4,867 New
WAM
1117
WNY Asset Management
New York
$358K -$20.1K -285 -6%
LL
1118
LPWM LLC
Minnesota
$357K +$346K +4,907 New
NBT
1119
Northwest Bank & Trust
Iowa
$356K +$342K +4,839 New
PJSIMP
1120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$356K +$346K +4,894 New
RMA
1121
Roffman Miller Associates
Pennsylvania
$355K -$68.9K -976 -17%
CSPAM
1122
Cary Street Partners Asset Management
Virginia
$355K +$55.5K +786 +19%
CPP
1123
Capasso Planning Partners
South Carolina
$348K – – –
KPWG
1124
KFA Private Wealth Group
Virginia
$347K +$6.28K +89 +2%
VCM
1125
Vision Capital Management
Oregon
$345K +$331K +4,687 New
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