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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
1451
Gilman Hill Asset Management
Connecticut
$210K +$208K +2,857 New
CWA
1452
Crux Wealth Advisors
California
$210K +$207K +2,852 New
OPPS
1453
Obsidian Personal Planning Solutions
Maryland
$209K – – –
GKWIM
1454
Gerber Kawasaki Wealth & Investment Management
California
$208K -$50.7K -697 -20%
FS
1455
Financial Symmetry
North Carolina
$208K +$205K +2,822 New
CI
1456
CX Institutional
Indiana
$207K +$3.78K +52 +2%
SSWM
1457
Strait & Sound Wealth Management
California
$207K -$7.27K -100 -3%
MWA
1458
Martel Wealth Advisors
Washington
$206K -$285K -3,924 -58%
GAG
1459
GM Advisory Group
New York
$206K – – –
XPN
1460
XY Planning Network
Montana
$205K -$14.1K -194 -7%
LHC
1461
Little House Capital
Massachusetts
$205K -$186K -2,564 -48%
SPA
1462
Sentinel Pension Advisors
Massachusetts
$205K -$2.55K -35 -1%
MPW
1463
Melone Private Wealth
Michigan
$204K +$1.75K +24 +0.9%
IFS
1464
Intelligent Financial Strategies
Minnesota
$202K – – –
RWA
1465
Resolute Wealth Advisor
Ohio
$202K +$200K +2,749 New
RFA
1466
Reyes Financial Architecture
California
$202K +$146K +2,009 +272%
TW
1467
TritonPoint Wealth
Maryland
$202K -$46.3K -636 -19%
MMCM
1468
Murphy & Mullick Capital Management
New York
$202K -$69K -949 -26%
LFASL
1469
Lugano Financial Advisors SA (LFA)
Switzerland
$192K – – –
GWS
1470
Glassman Wealth Services
Virginia
$188K +$582 +8 +0.3%
FWP
1471
FAS Wealth Partners
Kansas
$188K -$22.8K -313 -11%
PFBT
1472
Parkside Financial Bank & Trust
Missouri
$183K -$145 -2 -0.1%
LWMI
1473
Legacy Wealth Management (Idaho)
Idaho
$175K -$29.7K -408 -15%
LIS
1474
Legacy Investment Solutions
Idaho
$175K +$172K +2,370 New
CWP
1475
Concord Wealth Partners
Virginia
$174K +$1.38K +19 +0.8%
57 58
59
60 61