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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1401
Cypress Capital Advisors
Tennessee
$361K +$5.8K +79 +2%
CPWM
1402
Cypress Point Wealth Management
Texas
$359K -$4.19M -57,104 -92%
CFG
1403
Cassilly Financial Group
Maryland
$356K -$8.73K -119 -2%
PWM
1404
Parkshore Wealth Management
California
$356K +$5.06K +69 +1%
PP
1405
Patron Partners
Texas
$354K +$354K +4,822 New
SAG
1406
Sentinel Advisory Group
Wisconsin
$353K -$18.3K -250 -5%
SWA
1407
Strategic Wealth Advisors
Arizona
$353K -$321K -4,381 -48%
MCA
1408
MSH Capital Advisors
Arizona
$352K +$352K +4,797 New
CP
1409
Cumberland Partners
Ontario, Canada
$351K -$873K -11,900 -71%
PWA
1410
Pitcairn Wealth Advisors
Pennsylvania
$350K +$4.04K +55 +1%
SWA
1411
SOA Wealth Advisors
New York
$350K +$1.47K +20 +0.4%
LWM
1412
Lakeridge Wealth Management
Ohio
$350K – – –
MCM
1413
Manchester Capital Management
Vermont
$350K -$397K -5,406 -53%
RIP
1414
RAM Investment Partners
Washington
$349K -$14.7K -200 -4%
TWM
1415
Thrive Wealth Management
Pennsylvania
$348K +$4.18K +57 +1%
AWMA
1416
Arbor Wealth Management (Arizona)
Arizona
$347K +$347K +4,730 New
FDCDDQ
1417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$347K +$294 +4 +0.1%
PTP
1418
Platform Technology Partners
New York
$347K – – –
TC
1419
Town Capital
Maryland
$346K -$83.9K -1,143 -20%
CB
1420
Community Bank
New York
$346K -$14.7K -200 -4%
SWM
1421
Segment Wealth Management
Texas
$345K – – –
MFC
1422
Morris Financial Concepts
South Carolina
$345K – – –
KFG
1423
Kingdom Financial Group
Arizona
$345K +$286K +3,899 +490%
CP
1424
Capital Planning
Washington
$343K – – –
EFP
1425
EnRich Financial Partners
Wisconsin
$342K +$47.9K +653 +16%
55 56
57
58 59