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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1476
Kaizen Financial Strategies
California
$212K +$210K +2,854 New
FS
1477
Financial Symmetry
North Carolina
$211K +$1.62K +22 +0.8%
GAMC
1478
Garner Asset Management Corp
Texas
$211K +$206K +2,801 New
PWA
1479
Prairie Wealth Advisors
Nebraska
$210K +$208K +2,830 New
IPW
1480
Intergy Private Wealth
Colorado
$210K +$208K +2,824 New
CI
1481
CX Institutional
Indiana
$210K – – –
MPW
1482
Melone Private Wealth
Michigan
$209K +$1.77K +24 +0.9%
SSWM
1483
Strait & Sound Wealth Management
California
$209K – – –
AUB
1484
Atlantic Union Bankshares
Virginia
$208K +$205K +2,784 +23,200%
PFM
1485
Peak Financial Management
Massachusetts
$207K -$39.4K -535 -16%
GKWIM
1486
Gerber Kawasaki Wealth & Investment Management
California
$207K -$3.31K -45 -2%
HWA
1487
Hillcrest Wealth Advisors
New Jersey
$206K +$204K +2,775 New
XPN
1488
XY Planning Network
Montana
$205K – – –
JHC
1489
J. Hagan Capital
Kentucky
$204K +$202K +2,749 New
HWM
1490
HRC Wealth Management
Idaho
$201K +$199K +2,705 New
SGI
1491
Summit Global Investments
Utah
$201K +$199K +2,707 New
SIA
1492
SeaBridge Investment Advisors
New Jersey
$201K -$68.5K -930 -26%
GWS
1493
Glassman Wealth Services
Virginia
$200K +$9.57K +130 +5%
LBC
1494
Lowe Brockenbrough & Co
Virginia
$198K +$28.5K +387 +17%
LFASL
1495
Lugano Financial Advisors SA (LFA)
Switzerland
$194K – – –
TAM
1496
Tucker Asset Management
Colorado
$194K -$113K -1,534 -37%
CCM
1497
Chilton Capital Management
Texas
$191K -$159K -2,166 -46%
HI
1498
Horizon Investments
North Carolina
$190K +$77.2K +1,048 +69%
FDW
1499
Fourth Dimension Wealth
Ohio
$190K +$106K +1,443 +130%
CWP
1500
Concord Wealth Partners
Virginia
$177K +$1.32K +18 +0.8%
58 59
60
61 62