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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$50.2M +$1.8M +25,187 +4%
UOC
102
University of Chicago
Illinois
$49.3M -$44.3M -620,554 -47%
GC
103
Gilbert & Cook
Iowa
$48.7M +$4.98M +69,779 +11%
AA
104
Apriem Advisors
California
$48.4M +$49.5M +693,800 New
RFA
105
RTD Financial Advisors
Pennsylvania
$47.9M -$1.18M -16,566 -2%
MNG
106
Manning & Napier Group
New York
$47.7M – – –
BCM
107
Brookstone Capital Management
Illinois
$46.8M -$10.3M -144,571 -17%
RRWA
108
Rainey & Randall Wealth Advisors
Florida
$46.6M +$199K +2,786 +0.4%
LPT
109
Legacy Private Trust
Wisconsin
$46.1M +$22.9M +320,782 +94%
CA
110
Cetera Advisors
Colorado
$45.7M +$3.15M +44,073 +7%
LMIM
111
Lockheed Martin Investment Management
Maryland
$45.4M +$3.57M +50,000 +8%
BMCM
112
Bryn Mawr Capital Management
Pennsylvania
$44.6M +$6.73M +94,206 +17%
PIFP
113
Partners in Financial Planning
Virginia
$43.8M +$1.63M +22,846 +4%
CA
114
Cambridge Advisors
Nebraska
$43.7M -$238K -3,328 -0.5%
TCM
115
Twele Capital Management
Minnesota
$43.6M -$484K -6,773 -1%
GCM
116
G2 Capital Management
Ohio
$43.2M +$955K +13,377 +2%
JF
117
Joule Financial
Kentucky
$43M +$5.17M +72,460 +13%
BSWM
118
Boston Standard Wealth Management
Massachusetts
$42.1M +$1.87M +26,245 +5%
SW
119
SoFi Wealth
California
$41.4M +$2.64M +36,969 +7%
LSAG
120
Lake Street Advisors Group
New Hampshire
$40.6M +$1.45M +20,243 +4%
WFA
121
West Financial Advisors
Iowa
$39.9M +$1.81M +25,296 +5%
VAS
122
Vestmark Advisory Solutions
Massachusetts
$39.8M +$8.51M +119,171 +26%
EI
123
Ellevest Inc
New York
$39.8M +$3.63M +50,902 +10%
BCM
124
BTC Capital Management
Iowa
$39.5M -$3.23M -45,229 -7%
KMWM
125
Keudell/Morrison Wealth Management
Oregon
$39.2M -$219K -3,073 -0.5%
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