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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1151
Octavia Wealth Advisors
Ohio
$302K +$302K +4,158 New
PWM
1152
Paulson Wealth Management
Illinois
$302K +$11.8K +163 +4%
CCWM
1153
Cassaday & Co Wealth Management
Virginia
$301K -$4.21K -58 -1%
BONH
1154
Bank of New Hampshire
New Hampshire
$301K +$2.54K +35 +0.9%
PIM
1155
Penobscot Investment Management
Massachusetts
$297K – – –
GFA
1156
Gallagher Fiduciary Advisors
Illinois
$297K -$7.84K -108 -3%
DWP
1157
Daymark Wealth Partners
Ohio
$296K -$14.3K -197 -5%
BA
1158
Bridge Advisory
California
$293K -$20.5K -283 -7%
WC
1159
Waterloo Capital
Texas
$293K -$45.5K -627 -13%
CPRC
1160
Consolidated Portfolio Review Corp
New York
$293K -$47.2K -650 -14%
MFG
1161
MidWestOne Financial Group
Iowa
$291K -$203K -2,801 -41%
MLA
1162
My Legacy Advisors
Oregon
$290K -$128K -1,762 -31%
EIP
1163
Ellis Investment Partners
Pennsylvania
$290K +$10.6K +146 +4%
MAS
1164
Madden Advisory Services
Florida
$289K +$289K +3,979 New
MWM
1165
Melfa Wealth Management
Massachusetts
$288K +$288K +3,966 New
S
1166
Sachetta
Massachusetts
$287K – – –
CNWM
1167
Clay Northam Wealth Management
California
$285K +$1.45K +20 +0.5%
T
1168
Tidemark
California
$283K -$180K -2,484 -39%
FNBT
1169
FineMark National Bank & Trust
Florida
$283K +$283K +3,893 New
OWM
1170
OneAscent Wealth Management
Alabama
$282K -$252K -3,466 -47%
ESB
1171
Essex Savings Bank
Connecticut
$282K – – –
IP
1172
Ignite Planners
California
$282K -$195K -2,686 -41%
WH
1173
Whitcomb & Hess
Ohio
$281K +$54.4K +750 +24%
UWS
1174
Unique Wealth Strategies
Illinois
$280K -$82.7K -1,140 -23%
OWP
1175
Obermeyer Wealth Partners
Colorado
$280K – – –
45 46
47
48 49