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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1226
Pallas Capital Advisors
Massachusetts
$408K -$30.7M -423,263 -99%
BAM
1227
Brave Asset Management
New Jersey
$406K – – –
BWFA
1228
Baltimore-Washington Financial Advisors
Maryland
$406K +$401K +5,526 New
LI
1229
LRI Investments
Florida
$403K -$9K -124 -2%
VWM
1230
Vivid Wealth Management
Iowa
$402K -$95.5K -1,316 -19%
LPAM
1231
Lodestar Private Asset Management
California
$402K -$8.56K -118 -2%
TWM
1232
Trinity Wealth Management
Pennsylvania
$401K +$73.5K +1,013 +23%
SIAP
1233
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$397K – – –
SAM
1234
Summit Asset Management
Tennessee
$393K -$28.2K -389 -7%
LHC
1235
Little House Capital
Massachusetts
$393K +$388K +5,348 New
SWA
1236
SOA Wealth Advisors
New York
$392K +$1.38K +19 +0.4%
SSWM
1237
Sheets Smith Wealth Management
North Carolina
$391K -$2.9K -40 -0.7%
PFA
1238
Pillar Financial Advisors
Kentucky
$389K -$18.1K -250 -5%
IC
1239
IEQ Capital
California
$387K +$383K +5,273 New
CPRC
1240
Consolidated Portfolio Review Corp
New York
$384K +$37.2K +513 +11%
BS
1241
Brighton Securities
New York
$382K -$67.3K -927 -15%
JGIA
1242
Jackson Grant Investment Advisers
Connecticut
$382K +$2.32K +32 +0.6%
RA
1243
Rockingstone Advisors
Massachusetts
$381K – – –
IA
1244
Insight Advisors
Pennsylvania
$379K -$72.3K -996 -16%
LWM
1245
LongView Wealth Management
Georgia
$378K +$59.5K +820 +19%
RFP
1246
RCS Financial Planning
Maryland
$377K -$135K -1,858 -27%
ACA
1247
Anchor Capital Advisors
Massachusetts
$375K +$36.3K +500 +11%
AIM
1248
Archer Investment Management
Texas
$374K -$41.2K -568 -10%
CNBOF
1249
City National Bank of Florida
Florida
$374K – – –
WC
1250
Waterloo Capital
Texas
$374K +$120K +1,656 +48%
48 49
50
51 52