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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Bricktown Capital
Michigan
$56M +$18.8M +259,579 +51%
GWWM
102
Great Waters Wealth Management
Minnesota
$56M -$4.6M -63,373 -8%
AAG
103
Armstrong Advisory Group
Massachusetts
$55.3M – – –
RIM
104
Rockbridge Investment Management
New York
$54.7M +$296K +4,085 +0.5%
MWM
105
Magnolia Wealth Management
Alabama
$54.5M +$27.3M +375,767 +99%
AGA
106
Arkos Global Advisors
Texas
$54.4M +$481K +6,633 +0.9%
G
107
GenTrust
Florida
$54.2M +$13.5M +186,580 +33%
NAS
108
Nicolet Advisory Services
Wisconsin
$53.9M +$502K +6,924 +0.9%
STA
109
Summit Trail Advisors
New York
$53.4M +$8.3M +114,413 +18%
AWS
110
Atria Wealth Solutions
New York
$53.3M +$3.42M +47,178 +7%
S
111
SignatureFD
Georgia
$53.2M +$1.31M +18,049 +3%
AA
112
Apriem Advisors
California
$53M +$1.07M +14,682 +2%
UOC
113
University of Chicago
Illinois
$52.9M +$1.63M +22,500 +3%
SW
114
SoFi Wealth
California
$51.4M +$5.35M +73,673 +12%
RRWA
115
Rainey & Randall Wealth Advisors
Florida
$49.8M +$352K +4,851 +0.7%
BSWM
116
Boston Standard Wealth Management
Massachusetts
$49.5M +$5.66M +77,924 +13%
RFA
117
RTD Financial Advisors
Pennsylvania
$49.3M -$271K -3,736 -0.5%
PIFP
118
Partners in Financial Planning
Virginia
$49.1M +$1.26M +17,330 +3%
JF
119
Joule Financial
Kentucky
$48.3M +$4.33M +59,666 +10%
LMIM
120
Lockheed Martin Investment Management
Maryland
$47.2M – – –
WFA
121
West Financial Advisors
Iowa
$47M +$1.95M +26,918 +4%
TC
122
Trust Company
Kansas
$47M +$3.4M +46,878 +8%
BCM
123
BTC Capital Management
Iowa
$46.8M +$46.8M +644,235 New
LSAG
124
Lake Street Advisors Group
New Hampshire
$46.2M +$2.6M +35,803 +6%
EI
125
Ellevest Inc
New York
$46.1M +$3.82M +52,639 +9%
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