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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
151
Elm Partners Management
Pennsylvania
$42.4M +$10.1M +136,872 +32%
SCM
152
Steele Capital Management
Iowa
$41M +$8.45M +114,770 +26%
AL
153
Aspiriant LLC
California
$40.5M +$1.07M +14,588 +3%
OIA
154
OneDigital Investment Advisors
Kansas
$40.2M +$12.5M +170,253 +46%
SCM
155
SCS Capital Management
Massachusetts
$39.6M -$2.5M -33,950 -6%
JAG
156
Journey Advisory Group
Kentucky
$38.9M +$673K +9,139 +2%
TFHU
157
TLT Family Holdco ULC
$38.6M – – –
AFFA
158
ALM First Financial Advisors
Texas
$38.5M – – –
BTWM
159
Brass Tax Wealth Management
Ohio
$38.2M +$19.9M +270,647 +112%
P
160
&Partners
Tennessee
$38M +$2.88M +39,177 +8%
ASW
161
Astoria Strategic Wealth
Texas
$37.9M +$2.03M +27,505 +6%
TCM
162
TD Capital Management
Tennessee
$37.6M +$109K +1,483 +0.3%
DADC
163
D.A. Davidson & Co
Montana
$37.4M +$504K +6,843 +1%
KIM
164
Karpus Investment Management
New York
$37.3M +$11M +149,305 +42%
DAS
165
Dynamic Advisor Solutions
Arizona
$37.3M +$1.08M +14,626 +3%
SCM
166
Stordahl Capital Management
Colorado
$37.3M +$220K +2,991 +0.6%
MWM
167
Meridian Wealth Management
Kentucky
$36.1M +$1.76M +23,883 +5%
FMP
168
Financial Management Professionals
Texas
$36M +$822K +11,157 +2%
SFP
169
Sherwood Financial Partners
California
$35.7M +$300K +4,079 +0.9%
CST
170
Charles Schwab Trust
Nevada
$35.7M -$515K -6,989 -1%
GWWM
171
Great Waters Wealth Management
Minnesota
$35.4M -$2.79M -37,872 -7%
HI
172
Harbour Investments
Wisconsin
$35.3M +$2.76M +37,436 +9%
RBC
173
Roble Belko & Company
Pennsylvania
$35.3M +$890K +12,081 +3%
IFA
174
Index Fund Advisors
California
$35.3M +$2.08M +28,315 +6%
AWM
175
Avior Wealth Management
Nebraska
$35M +$1.49M +20,301 +5%
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