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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1226
Papamarkou Wellner Asset Management
New York
$422K -$3.64K -50 -0.9%
FF
1227
Francis Financial
$422K – – –
VCM
1228
Versant Capital Management
Arizona
$421K -$2.04K -28 -0.5%
BWP
1229
Balboa Wealth Partners
Arizona
$420K -$140K -1,924 -25%
CGPCS
1230
Capital Group Private Client Services
California
$417K -$28.4K -391 -6%
SCI
1231
Silver Coast Investments
United States
$416K +$411K +5,656 New
BHWM
1232
Beaird Harris Wealth Management
Texas
$416K +$582 +8 +0.1%
SDWIA
1233
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$414K -$96.9K -1,332 -19%
CCP
1234
Clarity Capital Partners
California
$411K – – –
FDCDDQ
1235
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K +$78.3K +1,076 +24%
BAM
1236
Brave Asset Management
New Jersey
$407K – – –
VWM
1237
Vivid Wealth Management
Iowa
$403K – – –
GAM
1238
Grandview Asset Management
Pennsylvania
$401K +$396K +5,447 New
CCM
1239
Charter Capital Management
Wisconsin
$401K +$396K +5,445 New
MWP
1240
MYCIO Wealth Partners
Pennsylvania
$399K +$395K +5,425 New
BFC
1241
Blue Fin Capital
Rhode Island
$397K +$34.3K +472 +10%
CWM
1242
Collaborative Wealth Management
Florida
$397K -$30.5K -419 -7%
SAM
1243
Summit Asset Management
Tennessee
$394K – – –
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$393K +$10.5K +144 +3%
LPAM
1245
Lodestar Private Asset Management
California
$393K -$10.2K -140 -3%
LI
1246
LRI Investments
Florida
$392K -$11.8K -162 -3%
SWGC
1247
Summit Wealth Group (Colorado)
Colorado
$391K +$387K +5,315 New
SSWM
1248
Sheets Smith Wealth Management
North Carolina
$388K -$3.49K -48 -0.9%
ATC
1249
Adirondack Trust Company
New York
$388K +$102K +1,400 +36%
FIM
1250
Freedom Investment Management
Connecticut
$387K -$35.5K -488 -9%
48 49
50
51 52