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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1176
Obermeyer Wealth Partners
Colorado
$280K – – –
CAM
1177
Cozad Asset Management
Illinois
$275K +$14K +193 +5%
EWM
1178
Elmwood Wealth Management
California
$275K +$275K +3,784 New
SIAP
1179
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$275K +$8.35K +115 +3%
AP
1180
Americana Partners
Texas
$274K +$274K +3,772 New
MAWCM
1181
Mine & Arao Wealth Creation & Management
California
$274K – – –
BHWM
1182
Beaird Harris Wealth Management
Texas
$273K +$20.6K +284 +8%
OAP
1183
One Advisory Partners
Kansas
$273K +$12.5K +172 +5%
WWP
1184
Walden Wealth Partners
Ohio
$272K -$2.03K -28 -0.7%
FDCDDQ
1185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272K +$88.8K +1,223 +48%
MAM
1186
McCarthy Asset Management
California
$270K +$270K +3,722 New
LFA
1187
Laraway Financial Advisors
Minnesota
$270K – – –
HI
1188
Horizon Investments
North Carolina
$268K +$270K +3,714 New
TGAM
1189
TBH Global Asset Management
Tennessee
$268K +$267K +3,683 New
PGWM
1190
Pitti Group Wealth Management
New York
$266K +$12.4K +171 +5%
MPW
1191
Melone Private Wealth
Michigan
$266K -$94.7K -1,305 -26%
RI
1192
Rinkey Investments
California
$266K +$29.5K +407 +13%
WWS
1193
Wellington Wealth Strategies
Indiana
$266K +$266K +3,659 New
CHJWM
1194
Carlton Hofferkamp & Jenks Wealth Management
Texas
$265K -$92.7K -1,278 -25%
SWA
1195
SOA Wealth Advisors
New York
$263K +$798 +11 +0.3%
EFG
1196
Ethos Financial Group
Pennsylvania
$263K – – –
WIC
1197
Woodmont Investment Counsel
Tennessee
$263K – – –
PF
1198
Parker Financial
Washington
$260K +$23.1K +319 +10%
IWP
1199
Invenio Wealth Partners
Florida
$259K +$259K +3,569 New
BAMG
1200
Brand Asset Management Group
Missouri
$257K +$257K +3,542 New
46 47
48
49 50