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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1126
Boston Family Office
Massachusetts
$530K -$1.36M -18,628 -72%
OHWP
1127
Oak Harbor Wealth Partners
North Carolina
$526K -$32.5K -445 -6%
ECA
1128
Elevated Capital Advisors
Utah
$525K -$2.53M -34,623 -83%
C
1129
Covestor
United Kingdom
$525K +$49.2K +673 +10%
CWM
1130
Collaborative Wealth Management
Florida
$525K -$404K -5,526 -43%
KDA
1131
Kraft Davis & Associates
Missouri
$525K -$157K -2,151 -23%
CSWM
1132
Cassady Schiller Wealth Management
Ohio
$523K -$71.2K -974 -12%
WFS
1133
Weitzel Financial Services
Iowa
$521K +$43.4K +594 +9%
TPW
1134
Talon Private Wealth
Florida
$518K +$66.2K +905 +14%
CCB
1135
Country Club Bank
Missouri
$516K +$52.7K +721 +11%
LCM
1136
Lazari Capital Management
California
$512K -$245K -3,349 -32%
KFP
1137
Keener Financial Planning
Texas
$507K -$50.5K -691 -9%
CWC
1138
Carolinas Wealth Consulting
North Carolina
$507K +$6.29K +86 +1%
AT
1139
Arlington Trust
Alabama
$506K – – –
RB
1140
Rodgers Brothers
Pennsylvania
$503K – – –
RFP
1141
RCS Financial Planning
Maryland
$503K -$258K -3,524 -34%
KMWM
1142
Keudell/Morrison Wealth Management
Oregon
$503K -$86.1K -1,178 -14%
AC
1143
AWM Capital
Arizona
$502K -$33.6K -459 -6%
FSC
1144
Full Sail Capital
Oklahoma
$502K -$8.55K -117 -2%
T
1145
TrueFG
Texas
$501K +$10.7K +147 +2%
KWMG
1146
King Wealth Management Group
Florida
$501K -$21K -287 -4%
DWP
1147
Daymark Wealth Partners
Ohio
$501K -$359K -4,909 -41%
RMDI
1148
R.M. Davis Inc
Maine
$498K -$17.9K -245 -3%
BHWM
1149
Beaird Harris Wealth Management
Texas
$498K +$246K +3,363 +94%
RCS
1150
Retirement Capital Strategies
California
$497K +$79.5K +1,087 +19%
44 45
46
47 48