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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1251
Fermata Advisors
California
$386K -$113K -1,552 -23%
LAM
1252
Lifestyle Asset Management
Texas
$386K +$381K +5,244 New
MFC
1253
Morris Financial Concepts
South Carolina
$385K -$1.68M -23,129 -82%
RFP
1254
RCS Financial Planning
Maryland
$380K +$2.55K +35 +0.7%
IA
1255
Insight Advisors
Pennsylvania
$380K +$218 +3 +0.1%
AA
1256
Ancora Advisors
Ohio
$379K -$312K -4,283 -45%
FMWA
1257
Forvis Mazars Wealth Advisors
Missouri
$379K -$55.6K -764 -13%
ATI
1258
ARK & TLK Investments
Oklahoma
$378K -$47.3K -651 -11%
BWM
1259
BCS Wealth Management
Tennessee
$377K +$372K +5,113 New
SA
1260
Seneschal Advisors
Washington
$377K +$372K +5,118 New
PMG
1261
ProVise Management Group
Florida
$376K +$372K +5,113 New
ACA
1262
Anchor Capital Advisors
Massachusetts
$376K – – –
KOCAA
1263
Knights of Columbus Asset Advisors
Connecticut
$375K +$115K +1,585 +45%
CNBOF
1264
City National Bank of Florida
Florida
$373K -$1.67K -23 -0.5%
AP
1265
Americana Partners
Texas
$370K +$366K +5,030 New
GWANC
1266
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K +$54.8K +754 +18%
RB
1267
Rodgers Brothers
Pennsylvania
$368K -$145K -2,000 -29%
SSI
1268
Scott & Selber Inc
Texas
$367K +$21.8K +300 +6%
PFA
1269
Pillar Financial Advisors
Kentucky
$361K -$28.1K -386 -7%
NIWA
1270
New Insight Wealth Advisors
California
$360K – – –
NP
1271
NorthRock Partners
Minnesota
$360K -$80.3K -1,104 -18%
CAWM
1272
Capital Advisors Wealth Management
Washington
$358K +$1.31K +18 +0.4%
SFG
1273
SevenBridge Financial Group
Pennsylvania
$355K -$10.8K -149 -3%
AOWM
1274
Alpha Omega Wealth Management
Virginia
$355K +$351K +4,821 New
S
1275
Sachetta
Massachusetts
$355K +$111K +1,532 +47%
49 50
51
52 53