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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1126
Clarity Capital Partners
California
$344K +$330K +4,678 New
OCG
1127
Opus Capital Group
Ohio
$344K -$83.2K -1,178 -20%
SW
1128
Simplicity Wealth
New Jersey
$344K -$29.1K -412 -8%
WC
1129
Waterloo Capital
Texas
$343K +$329K +4,663 New
HL
1130
HeadInvest LLC
Maine
$343K – – –
ANBT
1131
American National Bank & Trust
Texas
$341K +$245K +3,464 +294%
NP
1132
NorthRock Partners
Minnesota
$339K +$111K +1,571 +52%
ACA
1133
Anchor Capital Advisors
Massachusetts
$338K – – –
CSIA
1134
Charles Schwab Investment Advisory
California
$338K +$54K +765 +20%
LA
1135
LexAurum Advisors
Kansas
$337K -$4.52K -64 -1%
MA
1136
MKT Advisors
California
$336K -$17.7K -250 -5%
LWM
1137
LongView Wealth Management
Georgia
$334K +$323K +4,568 New
EA
1138
Eclectic Associates
California
$326K -$322K -4,564 -51%
LFASL
1139
Lugano Financial Advisors SA (LFA)
Switzerland
$326K -$461K -6,530 -60%
BAM
1140
Belpointe Asset Management
Nevada
$326K -$1.47M -20,860 -82%
FCA
1141
Fortis Capital Advisors
Kansas
$326K -$1.47M -20,860 -82%
FPGT
1142
Financial Partners Group (Tennessee)
Tennessee
$323K +$4.73K +67 +2%
CA
1143
Cumberland Advisors
Florida
$318K +$54.7K +775 +22%
BA
1144
Bridge Advisory
California
$318K -$437K -6,191 -59%
FNT
1145
First National Trust
Pennsylvania
$318K -$41.4K -587 -12%
AFG
1146
Atomi Financial Group
New York
$317K +$304K +4,309 New
SWM
1147
SFG Wealth Management
Maryland
$316K +$304K +4,302 New
DWP
1148
Daymark Wealth Partners
Ohio
$314K -$202K -2,858 -40%
CPC
1149
Cookson Peirce & Co
Pennsylvania
$314K +$302K +4,271 New
CMAI
1150
Capital Management Associates Inc
Minnesota
$313K +$300K +4,253 New
44 45
46
47 48