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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1451
WealthPlan Investment Management
Nebraska
$318K +$318K +4,335 New
GHAM
1452
Gilman Hill Asset Management
Connecticut
$316K – – –
TFA
1453
TrustWell Financial Advisors
Florida
$316K +$36.7K +500 +13%
BFWM
1454
Bright Futures Wealth Management
New York
$316K +$5.65K +77 +2%
HNWAG
1455
High Net Worth Advisory Group
Florida
$314K +$314K +4,282 New
BBA
1456
BLB&B Advisors
Pennsylvania
$314K +$48.6K +663 +18%
FPL
1457
Fortress Private Ledger
North Carolina
$313K +$313K +4,259 New
LWM
1458
LongView Wealth Management
Georgia
$312K – – –
MAWCM
1459
Mine & Arao Wealth Creation & Management
California
$310K – – –
MCFP
1460
Mallini Complete Financial Planning
Florida
$310K -$25.3M -345,212 Closed
DWM
1461
DeLarme Wealth Management
California
$309K +$41.3K +563 +15%
OWM
1462
Orgel Wealth Management
Wisconsin
$308K +$308K +4,197 New
CIAS
1463
Capital Investment Advisory Services
North Carolina
$307K +$3.38K +46 +1%
1WM
1464
1900 Wealth Management
Texas
$307K -$8.07K -110 -3%
WA
1465
WealthTrust Axiom
Pennsylvania
$306K +$306K +4,175 New
GCA
1466
Genesee Capital Advisors
New York
$306K -$17.3K -236 -5%
TYCC
1467
Texas Yale Capital Corp
Florida
$305K – – –
FP
1468
Financial Perspectives
Minnesota
$304K +$304K +4,139 New
FB
1469
Finward Bancorp
Indiana
$303K -$235K -3,203 -44%
SVWG
1470
Shared Vision Wealth Group
United States
$302K +$302K +4,119 New
WC
1471
Waterloo Capital
Texas
$302K -$17.6K -240 -6%
CWP
1472
CFM Wealth Partners
Texas
$301K – – –
MF
1473
Midwestern Financial
Iowa
$301K -$19.5K -266 -6%
DCM
1474
Dorato Capital Management
Colorado
$299K – – –
AFG
1475
Artesa Financial Group
Texas
$299K +$30.8K +420 +11%
57 58
59
60 61