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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1226
Hoxton Planning & Management
West Virginia
$593K -$84.8K -1,156 -13%
OFO
1227
OneAscent Family Office
Alabama
$592K – – –
CCMG
1228
Clark Capital Management Group
Pennsylvania
$587K – – –
CAG
1229
Carroll Advisory Group
Texas
$586K -$20.5K -280 -3%
IA
1230
Insight Advisors
Pennsylvania
$585K +$70.1K +955 +14%
EAN
1231
Excelsior Advisor Network
Colorado
$585K +$585K +7,967 New
SW
1232
SVB Wealth
Massachusetts
$585K -$144K -1,969 -20%
RPA
1233
Rock Point Advisors
Vermont
$584K – – –
SA
1234
Seneschal Advisors
Washington
$584K -$11K -150 -2%
OAP
1235
One Advisory Partners
Kansas
$583K +$247K +3,372 +74%
SHGA
1236
Sand Hill Global Advisors
California
$582K – – –
LSWP
1237
Liberty Square Wealth Partners
Pennsylvania
$579K -$309K -4,206 -35%
IA
1238
Inspire Advisors
Idaho
$577K +$577K +7,865 New
FGC
1239
First Growth Capital
Maryland
$576K +$82.7K +1,127 +17%
TA
1240
Tactive Advisors
Florida
$575K -$24.1K -329 -4%
VIP
1241
Value Investment Professionals
New York
$575K +$574K +7,827 New
RCI
1242
RS Crum Inc
California
$572K +$1.03K +14 +0.2%
SWM
1243
Sendero Wealth Management
Texas
$572K +$3.89K +53 +0.7%
BAMG
1244
Brand Asset Management Group
Missouri
$571K +$27.2K +371 +5%
SLWA
1245
San Luis Wealth Advisors
California
$565K +$20K +273 +4%
AWM
1246
Aries Wealth Management
Maine
$564K – – –
AFS
1247
Access Financial Services
Minnesota
$563K +$22.4K +305 +4%
NEPWA
1248
New England Private Wealth Advisors
Massachusetts
$563K +$5.43K +74 +1%
BDFN
1249
Bond & Devick Financial Network
Minnesota
$561K +$1.54K +21 +0.3%
HFS
1250
Hopwood Financial Services
Virginia
$560K -$26K -354 -4%
48 49
50
51 52