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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1301
Retirement Investment Advisors
Oklahoma
– -$627K -8,498 Closed
PWS
1302
Paragon Wealth Strategies
Florida
– -$622K -8,423 Closed
PWA
1303
Physician Wealth Advisors
Utah
– -$504K -6,875 Closed
KOC
1304
Koss-Olinger Consulting
Florida
– -$462K -6,257 Closed
FWA
1305
FSM Wealth Advisors
Ohio
– -$444K -6,009 Closed
IIM
1306
Ironwood Investment Management
Massachusetts
– -$424K -5,742 Closed
TFG
1307
Tilson Financial Group
New Jersey
– -$420K -5,687 Closed
AWA
1308
Aaron Wealth Advisors
Illinois
– -$418K -5,655 Closed
CWM
1309
Congress Wealth Management
Massachusetts
– -$405K -5,483 Closed
FNBT
1310
FineMark National Bank & Trust
Florida
– -$366K -4,961 Closed
TCPG
1311
Trivant Custom Portfolio Group
California
– -$345K -4,675 Closed
BIA
1312
Barry Investment Advisors
Massachusetts
– -$316K -4,275 Closed
OFS
1313
OneAscent Financial Services
Alabama
– -$299K -4,053 Closed
SEP
1314
Southland Equity Partners
Missouri
– -$280K -3,792 Closed
LCWP
1315
Legacy Capital Wealth Partners
Arkansas
– -$277K -3,750 Closed
CAG
1316
Crestwood Advisors Group
Massachusetts
– -$273K -3,692 Closed
FWM
1317
Fingerlakes Wealth Management
New York
– -$264K -3,580 Closed
WFAG
1318
Wescott Financial Advisory Group
Pennsylvania
– -$256K -3,465 Closed
FCM
1319
Fortis Capital Management
Washington
– -$251K -3,406 Closed
BBA
1320
BLB&B Advisors
Pennsylvania
– -$248K -3,356 Closed
KA
1321
Kovack Advisors
Florida
– -$246K -3,331 Closed
OWM
1322
OneAscent Wealth Management
Alabama
– -$244K -3,307 Closed
PVI
1323
Pine Valley Investments
New Jersey
– -$240K -3,272 Closed
WC
1324
Waterloo Capital
Texas
– -$241K -3,260 Closed
CNB
1325
Camden National Bank
Maine
– -$237K -3,206 Closed
51 52
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