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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1226
Liberty Wealth Management
California
$549K +$176K +2,371 +47%
SLWA
1227
San Luis Wealth Advisors
California
$547K -$12.2K -165 -2%
BAMG
1228
Brand Asset Management Group
Missouri
$546K +$14.7K +198 +3%
WMG
1229
WESCAP Management Group
California
$545K -$182K -2,448 -25%
AFS
1230
Access Financial Services
Minnesota
$542K +$113K +1,528 +26%
SAS
1231
SMI Advisory Services
Indiana
$542K +$17.2K +232 +3%
WP
1232
WealthSpring Partners
California
$540K +$197K +2,649 +57%
FB
1233
Finward Bancorp
Indiana
$540K -$66.8K -900 -11%
NA
1234
Nordwand Advisors
Pennsylvania
$539K – – –
FWP
1235
Falcon Wealth Planning
California
$539K -$29.2K -393 -5%
TC
1236
TAGStone Capital
North Carolina
$537K +$541K +7,292 New
IFWM
1237
Institute for Wealth Management
Colorado
$534K -$19.3K -260 -3%
APG
1238
Abacus Planning Group
South Carolina
$527K – – –
CTC
1239
Central Trust Company
Missouri
$526K -$112K -1,504 -17%
AFC
1240
Avise Financial Cooperative
California
$522K +$525K +7,083 New
RWM
1241
RKL Wealth Management
Pennsylvania
$518K +$522K +7,032 New
IA
1242
Insight Advisors
Pennsylvania
$517K +$165K +2,222 +46%
ECA
1243
Elevate Capital Advisors
Colorado
$515K +$71.5K +964 +16%
TA
1244
TPG Advisors
Illinois
$515K -$8.53K -115 -2%
MWP
1245
MYCIO Wealth Partners
Pennsylvania
$512K +$104K +1,397 +25%
FFW
1246
Fusion Family Wealth
New York
$509K +$513K +6,915 New
HCA
1247
Hardworking Capital Advisors
California
$508K – – –
SGCM
1248
Sanchez Gaunt Capital Management
Nevada
$504K +$508K +6,843 New
LCM
1249
Lazari Capital Management
California
$503K -$26.7K -360 -5%
KCAM
1250
Kagan Cocozza Asset Management
New Jersey
$500K +$504K +6,795 New
48 49
50
51 52