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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Cahaba Wealth Management
Georgia
– -$1.32M -17,904 Closed
CCC
1677
Compass Capital Corp
Massachusetts
– -$1.17M -15,918 Closed
MAS
1678
Meeder Advisory Services
Ohio
– -$1.1M -14,926 Closed
AA
1679
Addison Advisors
Vermont
– -$824K -11,189 Closed
OAS
1680
Optivise Advisory Services
Tennessee
– -$776K -10,542 Closed
FFS
1681
Fortress Financial Solutions
Arizona
– -$611K -8,298 Closed
SWM
1682
Schwallier Wealth Management
Michigan
– -$499K -6,778 Closed
BB
1683
Bell Bank
North Dakota
– -$469K -6,369 Closed
WMWM
1684
Whitaker-Myers Wealth Managers
Ohio
– -$450K -6,115 Closed
TC
1685
TownSquare Capital
Utah
– -$450K -6,108 Closed
SWGC
1686
Summit Wealth Group (Colorado)
Colorado
– -$391K -5,315 Closed
FIM
1687
Freedom Investment Management
Connecticut
– -$387K -5,252 Closed
LAM
1688
Lifestyle Asset Management
Texas
– -$386K -5,244 Closed
RFP
1689
RCS Financial Planning
Maryland
– -$380K -5,166 Closed
SFG
1690
SevenBridge Financial Group
Pennsylvania
– -$355K -4,831 Closed
AOWM
1691
Alpha Omega Wealth Management
Virginia
– -$355K -4,821 Closed
OC
1692
Oarsman Capital
Wisconsin
– -$323K -4,385 Closed
AAS
1693
Annex Advisory Services
Wisconsin
– -$284K -3,856 Closed
CCM
1694
Canal Capital Management
Virginia
– -$278K -3,775 Closed
BWFA
1695
Baltimore-Washington Financial Advisors
Maryland
– -$272K -3,700 Closed
GRR
1696
Golden Reserve Retirement
Ohio
– -$267K -3,621 Closed
LMKC
1697
L.M. Kohn & Company
Ohio
– -$266K -3,618 Closed
TSMHT
1698
Thurston Springer Miller Herd & Titak
Indiana
– -$266K -3,616 Closed
WHG
1699
Westwood Holdings Group
Texas
– -$260K -3,536 Closed
EWM
1700
Elmwood Wealth Management
California
– -$246K -3,336 Closed
66 67
68
69 70