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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1201
TrueFG
Texas
$615K +$28K +382 +5%
WDG
1202
Wealth Dimensions Group
Ohio
$609K – – –
WFS
1203
Weitzel Financial Services
Iowa
$609K -$10.9K -148 -2%
PRTG
1204
Post Resch Tallon Group
New York
$608K +$155K +2,119 +34%
WAM
1205
WNY Asset Management
New York
$607K +$148K +2,019 +32%
XF
1206
XML Financial
Maryland
$607K +$207K +2,820 +52%
GT
1207
GreatBanc Trust
Illinois
$607K – – –
DWT
1208
Dorsey & Whitney Trust
South Dakota
$604K -$5.67M -77,272 -90%
MYIA
1209
Mount Yale Investment Advisors
Colorado
$603K +$25.3K +345 +4%
NDBT
1210
North Dallas Bank & Trust
Texas
$598K +$36.7K +500 +7%
CFP
1211
Cascade Financial Partners
California
$597K -$38.3K -522 -6%
GCIG
1212
Grand Central Investment Group
Florida
$597K – – –
SAM
1213
S.A. Mason
Michigan
$597K -$5.14K -70 -0.9%
SCG
1214
Sonata Capital Group
Washington
$597K – – –
ATS
1215
Ashton Thomas Securities
New York
$596K +$21.4K +291 +4%
MFG
1216
Magnus Financial Group
New York
$595K +$23.5K +320 +4%
HPM
1217
Hoxton Planning & Management
West Virginia
$593K -$84.8K -1,156 -13%
OFO
1218
OneAscent Family Office
Alabama
$592K – – –
CCMG
1219
Clark Capital Management Group
Pennsylvania
$587K – – –
CAG
1220
Carroll Advisory Group
Texas
$586K -$20.5K -280 -3%
IA
1221
Insight Advisors
Pennsylvania
$585K +$70.1K +955 +14%
EAN
1222
Excelsior Advisor Network
Colorado
$585K +$585K +7,967 New
SW
1223
SVB Wealth
Massachusetts
$585K -$144K -1,969 -20%
RPA
1224
Rock Point Advisors
Vermont
$584K – – –
SA
1225
Seneschal Advisors
Washington
$584K -$11K -150 -2%
47 48
49
50 51