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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1401
TritonPoint Wealth
Maryland
$261K +$56K +761 +28%
CRC
1402
Curi RMB Capital
Illinois
$261K -$7.88K -107 -3%
RA
1403
Rockingstone Advisors
Massachusetts
$260K -$36.8K -500 -13%
NIWA
1404
New Insight Wealth Advisors
California
$260K -$103K -1,400 -29%
WFAG
1405
Wescott Financial Advisory Group
Pennsylvania
$258K +$255K +3,466 New
WF
1406
WinCap Financial
Massachusetts
$257K -$663 -9 -0.3%
MFG
1407
Mainsail Financial Group
Washington
$256K – – –
BO
1408
Bank OZK
Arkansas
$256K – – –
MPCL
1409
My Personal CFO LLC
Washington
$255K -$413K -5,613 -62%
FWMP
1410
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$255K -$58K -788 -19%
IWP
1411
Insight Wealth Partners
Texas
$255K -$47K -638 -16%
BDF
1412
Black Diamond Financial
Maryland
$255K +$28.6K +388 +13%
KLCM
1413
KG&L Capital Management
Louisiana
$255K +$253K +3,430 New
PWM
1414
Paulson Wealth Management
Illinois
$252K -$22K -299 -8%
LFG
1415
Lockerman Financial Group
California
$252K -$10.5K -142 -4%
MWP
1416
Meriwether Wealth & Planning
Louisiana
$251K – – –
SNBOSD
1417
Security National Bank of So Dak
Iowa
$250K – – –
GHAM
1418
Gilman Hill Asset Management
Connecticut
$250K +$36.8K +500 +18%
BWM
1419
BNC Wealth Management
Oregon
$249K +$247K +3,355 New
EA
1420
Everpar Advisors
Oklahoma
$248K – – –
FVWA
1421
Foster Victor Wealth Advisors
South Carolina
$247K +$368 +5 +0.2%
KOC
1422
Koss-Olinger Consulting
Florida
$247K – – –
QWM
1423
Quadcap Wealth Management
Texas
$246K +$244K +3,308 New
CIAS
1424
Capital Investment Advisory Services
North Carolina
$244K +$11.1K +151 +5%
FP
1425
FFG Partners
Florida
$244K +$2.36K +32 +1%
55 56
57
58 59