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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1101
Journey Strategic Wealth
New Jersey
$751K – – –
CRC
1102
Curi RMB Capital
Illinois
$749K +$370K +4,986 +96%
MCM
1103
Manchester Capital Management
Vermont
$749K +$19.4K +261 +3%
GAMC
1104
Garner Asset Management Corp
Texas
$747K +$231K +3,110 +44%
CFG
1105
Citizens Financial Group
Rhode Island
$745K – – –
SIS
1106
Sound Income Strategies
Florida
$740K -$435K -5,866 -37%
HDIM
1107
Hanson & Doremus Investment Management
Vermont
$737K +$345K +4,653 +87%
FCA
1108
Fortis Capital Advisors
Kansas
$736K -$97.1K -1,309 -12%
SW
1109
SVB Wealth
Massachusetts
$732K -$177K -2,386 -19%
OCM
1110
One Capital Management
California
$730K +$736K +9,914 New
PA
1111
Procyon Advisors
Connecticut
$727K -$79.8K -1,075 -10%
HAG
1112
HighPoint Advisor Group
Illinois
$726K +$52.5K +708 +8%
FHC
1113
First Horizon Corporation
Tennessee
$725K – – –
RF
1114
Robinswood Financial
Washington
$722K +$96.5K +1,301 +15%
OPWM
1115
Oregon Pacific Wealth Management
Oregon
$722K +$99.6K +1,343 +16%
AOWM
1116
Asset One Wealth Management
Washington
$722K +$13.1K +176 +2%
BRWA
1117
B. Riley Wealth Advisors
Florida
$722K -$59.4K -800 -8%
CWM
1118
Connecticut Wealth Management
Connecticut
$719K -$312K -4,203 -30%
AGC
1119
Aspen Grove Capital
Colorado
$718K -$9.79K -132 -1%
PCA
1120
Providence Capital Advisors
North Carolina
$717K +$29.6K +399 +4%
M
1121
MYeCFO
California
$713K -$3.56K -48 -0.5%
RCWM
1122
Red Crane Wealth Management
California
$713K – – –
RWS
1123
Retirement Wealth Solutions
Wisconsin
$713K +$44.7K +602 +7%
HFA
1124
Hershey Financial Advisers
Pennsylvania
$712K -$4.27M -57,609 -86%
WG
1125
WMS Group
Louisiana
$711K -$12.2K -164 -2%
43 44
45
46 47