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|
|
This page summarizes the BND holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether BND is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing BND Share Count |
|---|
| Quattro Financial Advisors LLC |
74 |
70,110 |
+70,036 |
+94643.24% |
| Trilogy Capital Inc. |
8,011 |
775,963 |
+767,952 |
+9586.22% |
| Ritholtz Wealth Management |
19,630 |
1,027,661 |
+1,008,031 |
+5135.16% |
| Simplicity Wealth LLC |
4,672 |
92,233 |
+87,561 |
+1874.17% |
| Morris Financial Concepts Inc. |
37 |
599 |
+562 |
+1518.92% |
| Legacy Financial Group LLC |
6,076 |
78,226 |
+72,150 |
+1187.46% |
| SignalPoint Asset Management LLC |
6,477 |
39,073 |
+32,596 |
+503.26% |
| Stratos Wealth Advisors LLC |
27,554 |
160,445 |
+132,891 |
+482.29% |
| CVA Family Office LLC |
27 |
90 |
+63 |
+233.33% |
| First National Trust Co |
4,320 |
13,968 |
+9,648 |
+223.33% |
| Executive Wealth Group LLC |
51,701 |
155,215 |
+103,514 |
+200.22% |
| Wiley BROS. Aintree Capital LLC |
64,547 |
177,200 |
+112,653 |
+174.53% |
| Cypress Financial Planning LLC |
3,505 |
8,655 |
+5,150 |
+146.93% |
| Bristlecone Advisors LLC |
63,820 |
156,260 |
+92,440 |
+144.84% |
| Opal Wealth Advisors LLC |
3,438 |
7,923 |
+4,485 |
+130.45% |
| MorganRosel Wealth Management LLC |
6,910 |
14,287 |
+7,377 |
+106.76% |
| Strategic Financial Concepts LLC |
22,384 |
45,165 |
+22,781 |
+101.77% |
| Sandbox Financial Partners LLC |
4,085 |
8,221 |
+4,136 |
+101.25% |
| Schmidt P J Investment Management Inc. |
4,894 |
9,287 |
+4,393 |
+89.76% |
| Wealth Enhancement Advisory Services LLC |
329,507 |
571,974 |
+242,467 |
+73.58% |
| Capital Asset Advisory Services LLC |
181,501 |
308,382 |
+126,881 |
+69.91% |
| Bay Rivers Group |
36,246 |
60,594 |
+24,348 |
+67.17% |
| Valeo Financial Advisors LLC |
29,059 |
48,409 |
+19,350 |
+66.59% |
| Nikulski Financial Inc. |
4,046 |
6,635 |
+2,589 |
+63.99% |
| CWM LLC |
23,691 |
36,934 |
+13,243 |
+55.90% |
| Strategic Advocates LLC |
7,889 |
12,227 |
+4,338 |
+54.99% |
| Whitaker Myers Wealth Managers LTD. |
8,182 |
12,674 |
+4,492 |
+54.90% |
| Bricktown Capital LLC |
511,937 |
771,516 |
+259,579 |
+50.71% |
| PFG Investments LLC |
10,748 |
16,170 |
+5,422 |
+50.45% |
| Miracle Mile Advisors LLC |
1,222,313 |
1,824,414 |
+602,101 |
+49.26% |
| Financial Strategies Group Inc. |
12,121 |
17,864 |
+5,743 |
+47.38% |
| Stephens Consulting LLC |
291,126 |
428,149 |
+137,023 |
+47.07% |
| Sightline Wealth Advisors LLC |
105,670 |
153,941 |
+48,271 |
+45.68% |
| Smith & Howard Wealth Management LLC |
114,700 |
163,119 |
+48,419 |
+42.21% |
| Ashton Thomas Private Wealth LLC |
8,401 |
11,802 |
+3,401 |
+40.48% |
| GoalFusion Wealth Management LLC |
49,102 |
68,679 |
+19,577 |
+39.87% |
| Cobblestone Asset Management LLC |
224,404 |
312,574 |
+88,170 |
+39.29% |
| Chicago Partners Investment Group LLC |
101,836 |
138,040 |
+36,204 |
+35.55% |
| Global Wealth Strategies & Associates |
216,783 |
292,999 |
+76,216 |
+35.16% |
| GenTrust LLC |
559,012 |
745,592 |
+186,580 |
+33.38% |
| Keel Point LLC |
38,805 |
51,018 |
+12,213 |
+31.47% |
| ST Germain D J Co. Inc. |
22,890 |
29,902 |
+7,012 |
+30.63% |
| HFG Advisors Inc. |
19,446 |
24,865 |
+5,419 |
+27.87% |
| City State Bank |
53,738 |
68,658 |
+14,920 |
+27.76% |
| Aspire Private Capital LLC |
11,020 |
14,039 |
+3,019 |
+27.40% |
| Founders Financial Securities LLC |
26,642 |
33,844 |
+7,202 |
+27.03% |
| Apella Capital LLC |
912,352 |
1,157,987 |
+245,635 |
+26.92% |
| Hobart Private Capital LLC |
302,785 |
381,508 |
+78,723 |
+26.00% |
| Whitcomb & Hess Inc. |
3,121 |
3,871 |
+750 |
+24.03% |
| Allspring Global Investments Holdings LLC |
231,625 |
283,625 |
+52,000 |
+22.45% |
| PFW Advisors LLC |
69,890 |
85,502 |
+15,612 |
+22.34% |
| RFG Advisory LLC |
1,972,756 |
2,391,124 |
+418,368 |
+21.21% |
| NBC Securities Inc. |
2,052 |
2,481 |
+429 |
+20.91% |
| Sarasin & Partners LLP |
71,183 |
86,016 |
+14,833 |
+20.84% |
| Glass Jacobson Investment Advisors llc |
21,864 |
26,393 |
+4,529 |
+20.71% |
| Aletheian Wealth Advisors LLC |
191,589 |
231,097 |
+39,508 |
+20.62% |
| Bank of New York Mellon Corp |
5,725,100 |
6,867,158 |
+1,142,058 |
+19.95% |
| Triumph Capital Management |
77,138 |
92,514 |
+15,376 |
+19.93% |
| Falcon Wealth Planning |
298,399 |
356,932 |
+58,533 |
+19.62% |
| Meritas Wealth Management LLC |
25,866 |
30,926 |
+5,060 |
+19.56% |
| Financial Management Professionals Inc. |
271,763 |
324,238 |
+52,475 |
+19.31% |
| HT Partners LLC |
25,421 |
30,312 |
+4,891 |
+19.24% |
| Salem Investment Counselors Inc. |
1,188 |
1,411 |
+223 |
+18.77% |
| SJS Investment Consulting Inc. |
88,904 |
105,530 |
+16,626 |
+18.70% |
| Summit Trail Advisors LLC |
620,157 |
734,570 |
+114,413 |
+18.45% |
| L.M. Kohn & Company |
3,983 |
4,688 |
+705 |
+17.70% |
| Bfsg LLC |
82,090 |
95,903 |
+13,813 |
+16.83% |
| Fonville Wealth Management LLC |
122,247 |
141,882 |
+19,635 |
+16.06% |
| Claro Advisors LLC |
11,999 |
13,873 |
+1,874 |
+15.62% |
| Bluestem Financial Advisors LLC |
239,453 |
276,859 |
+37,406 |
+15.62% |
| Plan Group Financial LLC |
51,714 |
59,767 |
+8,053 |
+15.57% |
| N.E.W. Advisory Services LLC |
188,731 |
217,939 |
+29,208 |
+15.48% |
| Coston McIsaac & Partners |
28,949 |
33,427 |
+4,478 |
+15.47% |
| Cambridge Investment Research Advisors Inc. |
2,262,718 |
2,612,434 |
+349,716 |
+15.46% |
| Marotta Asset Management |
21,053 |
24,238 |
+3,185 |
+15.13% |
| Fort Henry Capital LLC |
13,014 |
14,979 |
+1,965 |
+15.10% |
| Altiora Financial Group LLC |
15,680 |
18,039 |
+2,359 |
+15.04% |
| Warner Financial Inc. |
24,630 |
28,320 |
+3,690 |
+14.98% |
| Worth Asset Management LLC |
39,647 |
45,583 |
+5,936 |
+14.97% |
| Steele Capital Management Inc. |
291,010 |
333,281 |
+42,271 |
+14.53% |
| Brooklyn FI LLC |
37,100 |
42,477 |
+5,377 |
+14.49% |
| Prestige Wealth Management Group LLC |
316,357 |
360,225 |
+43,868 |
+13.87% |
| Financial Architects LLC |
164,765 |
187,615 |
+22,850 |
+13.87% |
| Private Capital Management LLC |
37,225 |
42,047 |
+4,822 |
+12.95% |
| OneAscent Financial Services LLC |
30,136 |
34,036 |
+3,900 |
+12.94% |
| Boston Standard Wealth Management LLC |
603,066 |
680,990 |
+77,924 |
+12.92% |
| Eagle Rock Investment Company LLC |
389,786 |
437,579 |
+47,793 |
+12.26% |
| Arbor Investment Advisors LLC |
114,268 |
128,255 |
+13,987 |
+12.24% |
| Raymond James & Associates |
1,707,698 |
1,913,614 |
+205,916 |
+12.06% |
| Leonard Rickey Investment Advisors P.L.L.C. |
256,397 |
286,481 |
+30,084 |
+11.73% |
| Wealthfront Advisers LLC |
1,101,416 |
1,230,580 |
+129,164 |
+11.73% |
| Pure Financial Advisors Inc. |
3,329,040 |
3,716,553 |
+387,513 |
+11.64% |
| Narus Financial Partners LLC |
40,906 |
45,566 |
+4,660 |
+11.39% |
| Sebold Capital Management Inc. |
43,072 |
47,940 |
+4,868 |
+11.30% |
| Alaska Permanent Capital Management |
1,691,778 |
1,882,670 |
+190,892 |
+11.28% |
| Axiom Advisory LLC |
295,551 |
328,780 |
+33,229 |
+11.24% |
| Wela Strategies Inc. |
124,456 |
138,059 |
+13,603 |
+10.93% |
| Archford Capital Strategies LLC |
370,586 |
410,913 |
+40,327 |
+10.88% |
| Single Point Partners LLC |
33,697 |
37,273 |
+3,576 |
+10.61% |
| WBH Advisory Inc. |
175,065 |
193,546 |
+18,481 |
+10.56% |
| Rappaport Reiches Capital Management LLC |
456,132 |
503,542 |
+47,410 |
+10.39% |
| Raymond James Financial Services Advisors Inc. |
2,711,326 |
2,988,895 |
+277,569 |
+10.24% |
| Pinnacle Associates Ltd. |
212,214 |
233,601 |
+21,387 |
+10.08% |
| First PREMIER Bank |
29,000 |
31,906 |
+2,906 |
+10.02% |
| APCM Wealth Management for Individuals |
905,618 |
995,633 |
+90,015 |
+9.94% |
| Shorepath Capital Management LLC |
8,135 |
8,935 |
+800 |
+9.83% |
| Parker Financial LLC |
3,259 |
3,578 |
+319 |
+9.79% |
| CIC Wealth LLC |
7,789 |
8,536 |
+747 |
+9.59% |
| Wealth Effects LLC |
5,232 |
5,730 |
+498 |
+9.52% |
| Proffitt & Goodson Inc. |
62,965 |
68,865 |
+5,900 |
+9.37% |
| Cumberland Advisors Inc. |
4,324 |
4,725 |
+401 |
+9.27% |
| Bogart Wealth LLC |
1,494,069 |
1,628,842 |
+134,773 |
+9.02% |
| Chesley Taft & Associates LLC |
33,990 |
37,050 |
+3,060 |
+9.00% |
| Pinnacle Bank |
37,121 |
40,451 |
+3,330 |
+8.97% |
| Acorn Wealth Advisors LLC |
161,607 |
175,889 |
+14,282 |
+8.84% |
| Wealth Advisory Solutions LLC |
31,742 |
34,543 |
+2,801 |
+8.82% |
| Stairway Partners LLC |
1,349,820 |
1,468,049 |
+118,229 |
+8.76% |
| Legacy Private Trust Co. |
545,220 |
591,702 |
+46,482 |
+8.53% |
| Natixis Advisors L.P. |
160,531 |
174,141 |
+13,610 |
+8.48% |
| Main Line Retirement Advisors LLC |
116,661 |
126,558 |
+9,897 |
+8.48% |
| Trellis Wealth Advisors LLC |
83,382 |
90,442 |
+7,060 |
+8.47% |
| RBA Wealth Management LLC |
10,568 |
11,462 |
+894 |
+8.46% |
| Family CFO Inc |
1,792 |
1,943 |
+151 |
+8.43% |
| Ellenbecker Investment Group |
42,721 |
46,307 |
+3,586 |
+8.39% |
| Powers Advisory Group LLC |
79,364 |
85,839 |
+6,475 |
+8.16% |
| SOL Capital Management CO |
94,959 |
102,410 |
+7,451 |
+7.85% |
| Trust Co |
600,128 |
647,006 |
+46,878 |
+7.81% |
| Benchmark Wealth Management LLC |
294,651 |
317,568 |
+22,917 |
+7.78% |
| Sloy Dahl & Holst LLC |
5,176 |
5,575 |
+399 |
+7.71% |
| Marion Wealth Management |
7,654 |
8,240 |
+586 |
+7.66% |
| Patten Group Inc. |
58,489 |
62,866 |
+4,377 |
+7.48% |
| Greenspring Advisors LLC |
68,061 |
73,072 |
+5,011 |
+7.36% |
| Avenue 1 Advisors LLC |
176,426 |
189,329 |
+12,903 |
+7.31% |
| Traynor Capital Management Inc. |
12,071 |
12,948 |
+877 |
+7.27% |
| Retirement Planning Group |
795,207 |
852,482 |
+57,275 |
+7.20% |
| Corrigan Financial Inc. |
315,751 |
338,366 |
+22,615 |
+7.16% |
| Garrett Investment Advisors LLC |
26,887 |
28,772 |
+1,885 |
+7.01% |
| Sage Rhino Capital LLC |
88,174 |
94,338 |
+6,164 |
+6.99% |
| Rebalance LLC |
155,668 |
166,517 |
+10,849 |
+6.97% |
| Exchange Bank |
38,819 |
41,478 |
+2,659 |
+6.85% |
| Fundamentun LLC |
409,768 |
437,548 |
+27,780 |
+6.78% |
| Dynamic Advisor Solutions LLC |
317,914 |
339,409 |
+21,495 |
+6.76% |
| Grey Fox Wealth Advisors LLC |
18,653 |
19,885 |
+1,232 |
+6.60% |
| McNaughton Wealth Management LLC |
222,820 |
237,472 |
+14,652 |
+6.58% |
| WealthCare Investment Partners LLC |
16,018 |
17,049 |
+1,031 |
+6.44% |
| HTLF Bank |
168,385 |
179,226 |
+10,841 |
+6.44% |
| Stegner Investment Associates Inc. |
4,965 |
5,284 |
+319 |
+6.42% |
| NorthCrest Asset Manangement LLC |
25,735 |
27,371 |
+1,636 |
+6.36% |
| Gpwm LLC |
194,362 |
206,705 |
+12,343 |
+6.35% |
| Compass Ion Advisors LLC |
18,559 |
19,715 |
+1,156 |
+6.23% |
| MGO Private Wealth LLC |
123,977 |
131,660 |
+7,683 |
+6.20% |
| Foster Group Inc. |
1,720,559 |
1,823,816 |
+103,257 |
+6.00% |
| FIDELIS iM LLC |
409,430 |
433,093 |
+23,663 |
+5.78% |
| Consilio Wealth Advisors LLC |
44,284 |
46,718 |
+2,434 |
+5.50% |
| Wesbanco Bank Inc. |
192,511 |
202,959 |
+10,448 |
+5.43% |
| Fifth Third Securities Inc. |
274,067 |
288,814 |
+14,747 |
+5.38% |
| Roble Belko & Company Inc |
450,122 |
474,355 |
+24,233 |
+5.38% |
| Allworth Financial LP |
15,736,154 |
16,564,654 |
+828,500 |
+5.26% |
| Acropolis Investment Management LLC |
1,770,069 |
1,862,546 |
+92,477 |
+5.22% |
| Coastal Investment Advisors Inc. |
8,967 |
9,429 |
+462 |
+5.15% |
| Aspiriant LLC |
462,750 |
486,094 |
+23,344 |
+5.04% |
| FOCUS Wealth Advisors LLC |
190,954 |
200,565 |
+9,611 |
+5.03% |
| FirstPurpose Wealth LLC |
122,673 |
128,649 |
+5,976 |
+4.87% |
| ONE Advisory Partners LLC |
3,585 |
3,757 |
+172 |
+4.80% |
| Pitti Group Wealth Management LLC |
3,580 |
3,751 |
+171 |
+4.78% |
| Stordahl Capital Management Inc. |
402,406 |
421,269 |
+18,863 |
+4.69% |
| Oldfather Financial Services LLC |
7,218 |
7,550 |
+332 |
+4.60% |
| Bromfield Sneider Wealth Advisors |
14,449 |
15,111 |
+662 |
+4.58% |
| Friedenthal Financial |
44 |
46 |
+2 |
+4.55% |
| CENTRAL TRUST Co |
2,344 |
2,450 |
+106 |
+4.52% |
| Galvin Gaustad & Stein LLC |
179,545 |
187,539 |
+7,994 |
+4.45% |
| Wealthcare Advisory Partners LLC |
25,432 |
26,545 |
+1,113 |
+4.38% |
| Apexium Financial LP |
64,891 |
67,732 |
+2,841 |
+4.38% |
| Monterey Private Wealth Inc. |
8,420 |
8,789 |
+369 |
+4.38% |
| West Financial Advisors LLC |
620,658 |
647,576 |
+26,918 |
+4.34% |
| Farmers & Merchants Investments Inc. |
539,377 |
562,757 |
+23,380 |
+4.33% |
| Oakworth Capital Inc. |
1,490,218 |
1,553,678 |
+63,460 |
+4.26% |
| Patriot Investment Management Inc. |
1,281,376 |
1,332,927 |
+51,551 |
+4.02% |
| Ellis Investment Partners LLC |
3,845 |
3,991 |
+146 |
+3.80% |
| Apeiron RIA LLC |
19,660 |
20,403 |
+743 |
+3.78% |
| RCS Financial Planning LLC |
8,545 |
8,855 |
+310 |
+3.63% |
| Kwmg LLC |
317,024 |
328,065 |
+11,041 |
+3.48% |
| Compton Wealth Advisory Group LLC |
299,522 |
309,909 |
+10,387 |
+3.47% |
| Courage Miller Partners LLC |
205,523 |
212,638 |
+7,115 |
+3.46% |
| Strategies Wealth Advisors LLC |
361,156 |
373,653 |
+12,497 |
+3.46% |
| University of Chicago |
706,488 |
728,988 |
+22,500 |
+3.18% |
| Leavell Investment Management Inc. |
190,360 |
196,229 |
+5,869 |
+3.08% |
| Liberty Capital Management Inc. |
63,571 |
65,460 |
+1,889 |
+2.97% |
| Walkner Condon Financial Advisors LLC |
26,592 |
27,373 |
+781 |
+2.94% |
| Phillips Financial Management LLC |
303,649 |
311,809 |
+8,160 |
+2.69% |
| SlateStone Wealth LLC |
79,514 |
81,632 |
+2,118 |
+2.66% |
| Bond & Devick Financial Network Inc. |
5,190 |
5,328 |
+138 |
+2.66% |
| Tenret Co LLC |
20,462 |
21,004 |
+542 |
+2.65% |
| Lockerman Financial Group Inc. |
8,506 |
8,730 |
+224 |
+2.63% |
| Zhang Financial LLC |
287,170 |
294,642 |
+7,472 |
+2.60% |
| Foster & Motley Inc. |
63,123 |
64,700 |
+1,577 |
+2.50% |
| Financial Partners Group LLC |
4,391 |
4,497 |
+106 |
+2.41% |
| Cambridge Advisors Inc. |
588,554 |
602,441 |
+13,887 |
+2.36% |
| Courier Capital LLC |
165,153 |
169,009 |
+3,856 |
+2.33% |
| Capasso Planning Partners LLC |
4,728 |
4,830 |
+102 |
+2.16% |
| HF Advisory Group LLC |
3,162 |
3,228 |
+66 |
+2.09% |
| Weitzel Financial Services Inc. |
6,338 |
6,468 |
+130 |
+2.05% |
| Congress Wealth Management LLC DE |
31,789 |
32,392 |
+603 |
+1.90% |
| Charter Oak Capital Management LLC |
311,721 |
317,240 |
+5,519 |
+1.77% |
| Newton One Investments LLC |
591,314 |
600,675 |
+9,361 |
+1.58% |
| Oceanside Advisors LLC |
91,625 |
93,015 |
+1,390 |
+1.52% |
| Tompkins Financial Corp |
168,759 |
171,067 |
+2,308 |
+1.37% |
| First Horizon Advisors Inc. |
54,171 |
54,901 |
+730 |
+1.35% |
| JJJ Advisors Inc. |
1,836 |
1,860 |
+24 |
+1.31% |
| Leeward Financial Partners LLC |
32,922 |
33,323 |
+401 |
+1.22% |
| Aurum Wealth Management Group LLC |
5,145 |
5,206 |
+61 |
+1.19% |
| My Personal CFO LLC |
16,291 |
16,470 |
+179 |
+1.10% |
| Integrity Wealth Solutions LLC |
21,522 |
21,735 |
+213 |
+0.99% |
| Clarus Wealth Advisors |
47,236 |
47,689 |
+453 |
+0.96% |
| Baldwin Brothers Inc. MA |
61,007 |
61,586 |
+579 |
+0.95% |
| Burns J W & Co. Inc. NY |
33,838 |
34,150 |
+312 |
+0.92% |
| Stratos Wealth Partners LTD. |
981,966 |
990,434 |
+8,468 |
+0.86% |
| Bank of New Hampshire |
4,107 |
4,142 |
+35 |
+0.85% |
| Evanson Asset Management LLC |
27,145 |
27,371 |
+226 |
+0.83% |
| Northwest Capital Management Inc |
6,655 |
6,709 |
+54 |
+0.81% |
| Rainey & Randall Investment Management Inc. |
680,527 |
685,378 |
+4,851 |
+0.71% |
| Gordian Advisors LLC |
27,038 |
27,229 |
+191 |
+0.71% |
| Financial Freedom LLC |
903 |
909 |
+6 |
+0.66% |
| Verum Partners LLC |
7,334 |
7,382 |
+48 |
+0.65% |
| Latitude Advisors LLC |
6,115 |
6,151 |
+36 |
+0.59% |
| CGC Financial Services LLC |
934 |
939 |
+5 |
+0.54% |
| Opus Capital Group LLC |
4,680 |
4,704 |
+24 |
+0.51% |
| Clay Northam Wealth Management LLC |
3,898 |
3,918 |
+20 |
+0.51% |
| Red Tortoise LLC |
17,887 |
17,975 |
+88 |
+0.49% |
| Pioneer Wealth Management Group |
7,721 |
7,759 |
+38 |
+0.49% |
| Security Financial Services INC. |
36,377 |
36,527 |
+150 |
+0.41% |
| SNS Financial Group LLC |
370,702 |
372,156 |
+1,454 |
+0.39% |
| Bear Mountain Capital Inc. |
194,884 |
195,567 |
+683 |
+0.35% |
| SOA Wealth Advisors LLC. |
3,615 |
3,626 |
+11 |
+0.30% |
| Cahaba Wealth Management Inc. |
18,481 |
18,531 |
+50 |
+0.27% |
| Procyon Private Wealth Partners LLC |
6,644 |
6,662 |
+18 |
+0.27% |
| Strategic Blueprint LLC |
9,225 |
9,240 |
+15 |
+0.16% |
| Versant Capital Management Inc |
2,055 |
2,057 |
+2 |
+0.10% |
| LongView Wealth Management |
4,568 |
4,571 |
+3 |
+0.07% |
| Barrett & Company Inc. |
7,178 |
7,180 |
+2 |
+0.03% |
| Eclectic Associates Inc. ADV |
4,436 |
4,437 |
+1 |
+0.02% |
| Legacy Financial Strategies LLC |
16,425 |
16,426 |
+1 |
+0.01% |
| Modus Advisors LLC |
7,725 |
7,726 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In BND |
|---|
| Cedar Mountain Advisors LLC |
0 |
0 |
UNCH |
100% |
| Toews Corp ADV |
0 |
1,046,562 |
+1,046,562 |
+100% |
| Rational Advisors LLC |
0 |
1,313,739 |
+1,313,739 |
+100% |
| Northwest Investment Counselors LLC |
0 |
617 |
+617 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
40,473 |
+40,473 |
+100% |
| Simplex Trading LLC |
0 |
1,373 |
+1,373 |
+100% |
| Parkside Advisors LLC |
0 |
21,286 |
+21,286 |
+100% |
| Gemmer Asset Management LLC |
0 |
13,869 |
+13,869 |
+100% |
| BTC Capital Management Inc. |
0 |
644,235 |
+644,235 |
+100% |
| 17 Capital Partners LLC |
0 |
6,357 |
+6,357 |
+100% |
| Kovack Advisors Inc. |
0 |
11,157 |
+11,157 |
+100% |
| D. B. Root & Company LLC |
0 |
2,801 |
+2,801 |
+100% |
| Cooper Financial Group |
0 |
7,062 |
+7,062 |
+100% |
| EWG Elevate Inc. |
0 |
55,999 |
+55,999 |
+100% |
| Bay Harbor Wealth Management LLC |
0 |
142 |
+142 |
+100% |
| Signify Wealth |
0 |
3,316 |
+3,316 |
+100% |
| LifeSteps Financial Inc. |
0 |
255 |
+255 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
613 |
+613 |
+100% |
| Capital Advisors Wealth Management LLC |
0 |
4,621 |
+4,621 |
+100% |
| Capital CS Group LLC |
0 |
4,968 |
+4,968 |
+100% |
| Octavia Wealth Advisors LLC |
0 |
4,158 |
+4,158 |
+100% |
| Greenhouse Wealth Management LLC |
0 |
3,140 |
+3,140 |
+100% |
| Greystone Financial Group LLC |
0 |
5,489 |
+5,489 |
+100% |
| Crestone Asset Management LLC |
0 |
2,987 |
+2,987 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
61 |
+61 |
+100% |
| Activest Wealth Management |
0 |
1,879 |
+1,879 |
+100% |
| Stonegate Investment Group LLC |
0 |
7,876 |
+7,876 |
+100% |
| Eagle Strategies LLC |
0 |
134,763 |
+134,763 |
+100% |
| Von Berge Wealth Management Group LLC |
0 |
3,285 |
+3,285 |
+100% |
| Ameliora Wealth Management Ltd. |
0 |
1,443 |
+1,443 |
+100% |
| Retirement Guys Formula LLC |
0 |
25,493 |
+25,493 |
+100% |
| Global Assets Advisory LLC |
0 |
100,544 |
+100,544 |
+100% |
| Creative Capital Management Investments LLC |
0 |
577 |
+577 |
+100% |
| SYSTM Wealth Solutions LLC |
0 |
215 |
+215 |
+100% |
| Melfa Wealth Management LLC |
0 |
3,966 |
+3,966 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
49 |
+49 |
+100% |
| Financiere des Professionnels Fonds d investissement inc. |
0 |
85,900 |
+85,900 |
+100% |
| Southland Equity Partners LLC |
0 |
4,417 |
+4,417 |
+100% |
| Signal Advisors Wealth LLC |
0 |
26,154 |
+26,154 |
+100% |
| Focus Financial Network Inc. |
0 |
51,607 |
+51,607 |
+100% |
| Edge Financial Advisors LLC |
0 |
5,311 |
+5,311 |
+100% |
| Triad Wealth Partners LLC |
0 |
205,353 |
+205,353 |
+100% |
| Tenon Financial LLC |
0 |
271,162 |
+271,162 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
299 |
299 |
UNCH |
0.00% |
| First Financialcorp IN |
884 |
884 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
161 |
161 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
506 |
506 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,300 |
3,300 |
UNCH |
0.00% |
| Arvest Investments Inc. |
112 |
112 |
UNCH |
0.00% |
| Optimum Investment Advisors |
850 |
850 |
UNCH |
0.00% |
| Adirondack Trust Co. |
5,881 |
5,881 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
619 |
619 |
UNCH |
0.00% |
| Woodmont Investment Counsel LLC |
3,617 |
3,617 |
UNCH |
0.00% |
| Bangor Savings Bank |
365 |
365 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
210 |
210 |
UNCH |
0.00% |
| Baskin Financial Services Inc. |
3,185 |
3,185 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
215 |
215 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
6,760 |
6,760 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
475 |
475 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
17 |
17 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
555 |
555 |
UNCH |
0.00% |
| 180 Wealth Advisors LLC |
3,235 |
3,235 |
UNCH |
0.00% |
| Essex Savings Bank |
3,833 |
3,833 |
UNCH |
0.00% |
| Reitz Capital Advisors LLC |
88,532 |
88,532 |
UNCH |
0.00% |
| PSI Advisors LLC |
313 |
313 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
13,519 |
13,519 |
UNCH |
0.00% |
| Provident Wealth Management LLC |
334 |
334 |
UNCH |
0.00% |
| S.A. Mason LLC |
5,258 |
5,258 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
20,422 |
20,422 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
631 |
631 |
UNCH |
0.00% |
| Davis Capital Management |
255 |
255 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
60 |
60 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
118 |
118 |
UNCH |
0.00% |
| Hoese & Co LLP |
540 |
540 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
97 |
97 |
UNCH |
0.00% |
| OLIO Financial Planning |
18,680 |
18,680 |
UNCH |
0.00% |
| MKT Advisors LLC |
4,613 |
4,613 |
UNCH |
0.00% |
| Mid American Wealth Advisory Group Inc. |
2,754 |
2,754 |
UNCH |
0.00% |
| Byrne Asset Management LLC |
50 |
50 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
6,534 |
6,534 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
185,623 |
185,623 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
950 |
950 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
751,915 |
751,915 |
UNCH |
0.00% |
| Horizons Wealth Management |
92,424 |
92,424 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
381 |
381 |
UNCH |
0.00% |
| Petra Financial Advisors Inc. |
10,680 |
10,680 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
7,040 |
7,040 |
UNCH |
0.00% |
| Williams & Novak LLC |
16,250 |
16,250 |
UNCH |
0.00% |
| Traveka Wealth LLC |
3,452 |
3,452 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
2,401 |
2,401 |
UNCH |
0.00% |
| Planning Capital Management Corp |
200 |
200 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
845 |
845 |
UNCH |
0.00% |
| Mainsail Asset Management LLC |
2,959 |
2,959 |
UNCH |
0.00% |
| 13F Filers Decreasing BND Share Count |
|---|
| Morton Brown Family Wealth LLC |
751 |
6 |
-745 |
-99.20% |
| First Citizens Bank & Trust Co. |
824,002 |
32,764 |
-791,238 |
-96.02% |
| Financial Synergies Wealth Advisors Inc. |
17,284 |
1,867 |
-15,417 |
-89.20% |
| Wiser Wealth Management Inc |
37,170 |
4,686 |
-32,484 |
-87.39% |
| Richardson Capital Management LLC |
839 |
109 |
-730 |
-87.01% |
| Capital Investment Advisory Services LLC |
3,736 |
670 |
-3,066 |
-82.07% |
| Independent Wealth Network Inc. |
18,518 |
5,127 |
-13,391 |
-72.31% |
| Cyndeo Wealth Partners LLC |
29,642 |
8,673 |
-20,969 |
-70.74% |
| Myecfo LLC |
16,662 |
5,314 |
-11,348 |
-68.11% |
| Gradient Investments LLC |
695 |
234 |
-461 |
-66.33% |
| Symmetry Partners LLC |
1,059,798 |
361,080 |
-698,718 |
-65.93% |
| Global Retirement Partners LLC |
336,569 |
120,389 |
-216,180 |
-64.23% |
| Main Street Financial Solutions LLC |
60,609 |
21,789 |
-38,820 |
-64.05% |
| Fortitude Family Office LLC |
944 |
356 |
-588 |
-62.29% |
| Investment Research & Advisory Group Inc. |
29,236 |
11,468 |
-17,768 |
-60.77% |
| Hanson & Doremus Investment Management |
27,129 |
12,575 |
-14,554 |
-53.65% |
| Catalyst Financial Partners LLC |
71,910 |
33,735 |
-38,175 |
-53.09% |
| Private Trust Co. NA |
46,948 |
22,504 |
-24,444 |
-52.07% |
| Banque Cantonale Vaudoise |
2,000 |
1,000 |
-1,000 |
-50.00% |
| Wedmont Private Capital |
13,790 |
7,120 |
-6,670 |
-48.37% |
| OneAscent Wealth Management LLC |
7,343 |
3,877 |
-3,466 |
-47.20% |
| Strategic Investment Advisors MI |
58,660 |
31,351 |
-27,309 |
-46.55% |
| Symphony Financial Ltd. Co. |
50,185 |
27,922 |
-22,263 |
-44.36% |
| Accurate Wealth Management LLC |
11,690 |
6,520 |
-5,170 |
-44.23% |
| Beacon Wealthcare LLC |
24,063 |
13,936 |
-10,127 |
-42.09% |
| Ignite Planners LLC |
6,603 |
3,917 |
-2,686 |
-40.68% |
| Applied Capital LLC |
88,557 |
53,540 |
-35,017 |
-39.54% |
| Vigilare Wealth Management |
564,393 |
341,375 |
-223,018 |
-39.51% |
| First Pacific Financial |
2,888 |
1,754 |
-1,134 |
-39.27% |
| Pacifica Partners Inc. |
2,689 |
1,643 |
-1,046 |
-38.90% |
| Hart & Patterson Financial Group LLC |
261,332 |
162,845 |
-98,487 |
-37.69% |
| Flagship Harbor Advisors LLC |
53,905 |
33,865 |
-20,040 |
-37.18% |
| Twin Peaks Wealth Advisors LLC |
7,498 |
4,724 |
-2,774 |
-37.00% |
| GHP Investment Advisors Inc. |
5,310 |
3,431 |
-1,879 |
-35.39% |
| Berger Financial Group Inc |
27,804 |
18,101 |
-9,703 |
-34.90% |
| Summit Financial LLC |
56,047 |
37,080 |
-18,967 |
-33.84% |
| Atticus Wealth Management LLC |
146 |
97 |
-49 |
-33.56% |
| BTS Asset Management Inc. |
22,426 |
14,963 |
-7,463 |
-33.28% |
| Hendershot Investments Inc. |
16,885 |
12,043 |
-4,842 |
-28.68% |
| Trust Co. of Virginia VA |
7,000 |
4,999 |
-2,001 |
-28.59% |
| LexAurum Advisors LLC |
4,575 |
3,351 |
-1,224 |
-26.75% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
5,033 |
3,755 |
-1,278 |
-25.39% |
| Tyche Wealth Partners LLC |
4,120 |
3,092 |
-1,028 |
-24.95% |
| Sweet Financial Partners LLC |
5,581 |
4,208 |
-1,373 |
-24.60% |
| NBT Bank N A NY |
21,811 |
16,576 |
-5,235 |
-24.00% |
| Spire Wealth Management |
146,832 |
112,350 |
-34,482 |
-23.48% |
| Unique Wealth Strategies LLC |
4,996 |
3,856 |
-1,140 |
-22.82% |
| Tsfg LLC |
1,632 |
1,278 |
-354 |
-21.69% |
| BKD Wealth Advisors LLC |
9,836 |
7,799 |
-2,037 |
-20.71% |
| Strategic Financial Planning Inc. |
15,382 |
12,200 |
-3,182 |
-20.69% |
| Conrad Siegel Investment Advisors Inc. |
10,054 |
7,977 |
-2,077 |
-20.66% |
| Harbor Investment Advisory LLC |
1,017 |
809 |
-208 |
-20.45% |
| Fermata Advisors LLC |
21,629 |
17,247 |
-4,382 |
-20.26% |
| Mayport LLC |
22,479 |
17,967 |
-4,512 |
-20.07% |
| Family Wealth Partners LLC |
22,399 |
17,983 |
-4,416 |
-19.72% |
| Hexagon Capital Partners LLC |
2,483 |
1,994 |
-489 |
-19.69% |
| Clearview Wealth Advisors LLC |
3,736 |
3,007 |
-729 |
-19.51% |
| Means Investment CO. Inc. |
5,182 |
4,176 |
-1,006 |
-19.41% |
| Cedar Brook Financial Partners LLC |
21,367 |
17,415 |
-3,952 |
-18.50% |
| Berkshire Bank |
3,964 |
3,279 |
-685 |
-17.28% |
| McLean Asset Management Corp |
6,116 |
5,071 |
-1,045 |
-17.09% |
| VERITY Wealth Advisors |
18,532 |
15,418 |
-3,114 |
-16.80% |
| Massmutual Trust Co. FSB ADV |
65,114 |
54,279 |
-10,835 |
-16.64% |
| Arden Trust Co |
7,809 |
6,520 |
-1,289 |
-16.51% |
| Verdence Capital Advisors LLC |
6,310 |
5,310 |
-1,000 |
-15.85% |
| AdvisorNet Financial Inc |
13,037 |
11,068 |
-1,969 |
-15.10% |
| Country Club Bank GFN |
9,120 |
7,745 |
-1,375 |
-15.08% |
| Essex Financial Services Inc. |
3,376 |
2,869 |
-507 |
-15.02% |
| Kingswood Wealth Advisors LLC |
15,447 |
13,307 |
-2,140 |
-13.85% |
| Access Financial Services Inc. |
8,297 |
7,167 |
-1,130 |
-13.62% |
| Orgel Wealth Management LLC |
4,882,361 |
4,218,247 |
-664,114 |
-13.60% |
| Carr Financial Group Corp |
336,620 |
291,727 |
-44,893 |
-13.34% |
| Twele Capital Management Inc. |
643,014 |
560,128 |
-82,886 |
-12.89% |
| Capital Investment Advisors LLC |
10,231 |
8,921 |
-1,310 |
-12.80% |
| H&H Retirement Design & Management INC |
23,667 |
20,641 |
-3,026 |
-12.79% |
| Horizon Bancorp Inc. IN |
954,268 |
835,058 |
-119,210 |
-12.49% |
| Regions Financial Corp |
69,862 |
61,781 |
-8,081 |
-11.57% |
| Private Ocean LLC |
7,341 |
6,498 |
-843 |
-11.48% |
| Trust Point Inc. |
23,215 |
20,593 |
-2,622 |
-11.29% |
| Cordant Inc. |
7,194 |
6,415 |
-779 |
-10.83% |
| Twelve Points Wealth Management LLC |
7,044 |
6,285 |
-759 |
-10.78% |
| Epic Trust Investment Advisors LLC |
12,430 |
11,133 |
-1,297 |
-10.43% |
| Manning & Napier Group LLC |
681,381 |
612,219 |
-69,162 |
-10.15% |
| Lpwm LLC |
4,907 |
4,418 |
-489 |
-9.97% |
| SeaCrest Wealth Management LLC |
5,109 |
4,602 |
-507 |
-9.92% |
| Lindbrook Capital LLC |
871 |
787 |
-84 |
-9.64% |
| Whelan Financial |
210,606 |
190,448 |
-20,158 |
-9.57% |
| Genesee Capital Advisors LLC |
5,390 |
4,879 |
-511 |
-9.48% |
| Ballentine Partners LLC |
65,667 |
59,700 |
-5,967 |
-9.09% |
| Grimes & Company Inc. |
23,040 |
20,954 |
-2,086 |
-9.05% |
| UMB Bank N A MO |
72,304 |
66,173 |
-6,131 |
-8.48% |
| Northeast Financial Group Inc. |
10,032 |
9,200 |
-832 |
-8.29% |
| Financial Insights Inc. |
23,064 |
21,181 |
-1,883 |
-8.16% |
| Norway Savings Bank |
6,293 |
5,783 |
-510 |
-8.10% |
| Mountain Pacific Investment Advisers Inc. ID |
47,216 |
43,479 |
-3,737 |
-7.91% |
| Great Waters Wealth Management |
833,842 |
770,469 |
-63,373 |
-7.60% |
| McKinley Carter Wealth Services Inc. |
182,790 |
169,821 |
-12,969 |
-7.10% |
| Bath Savings Trust Co |
28,712 |
26,717 |
-1,995 |
-6.95% |
| Annapolis Financial Services LLC |
16,479 |
15,359 |
-1,120 |
-6.80% |
| Simon Quick Advisors LLC |
23,497 |
21,907 |
-1,590 |
-6.77% |
| Rise Advisors LLC |
1,354 |
1,264 |
-90 |
-6.65% |
| Chapin Davis Inc. |
3,352 |
3,131 |
-221 |
-6.59% |
| Fifth Third Bancorp |
124,576 |
116,391 |
-8,185 |
-6.57% |
| Bridge Advisory LLC |
4,320 |
4,037 |
-283 |
-6.55% |
| Aua Capital Management LLC |
11,813 |
11,061 |
-752 |
-6.37% |
| Duncker Streett & Co. Inc. |
5,252 |
4,937 |
-315 |
-6.00% |
| MBA Advisors LLC |
17,779 |
16,741 |
-1,038 |
-5.84% |
| Successful Portfolios LLC |
8,110 |
7,656 |
-454 |
-5.60% |
| AWM Capital LLC |
7,774 |
7,345 |
-429 |
-5.52% |
| Signature Securities Group Corporation |
31,623 |
30,053 |
-1,570 |
-4.96% |
| Fragasso Group Inc. |
196,598 |
187,340 |
-9,258 |
-4.71% |
| Daymark Wealth Partners LLC |
4,275 |
4,078 |
-197 |
-4.61% |
| Nations Financial Group Inc. IA ADV |
16,983 |
16,206 |
-777 |
-4.58% |
| B & T Capital Management DBA Alpha Capital Management |
15,306 |
14,609 |
-697 |
-4.55% |
| International Assets Investment Management LLC |
20,823 |
19,913 |
-910 |
-4.37% |
| Charles Schwab Trust Co |
217,070 |
208,157 |
-8,913 |
-4.11% |
| Values Added Financial LLC |
102,538 |
98,438 |
-4,100 |
-4.00% |
| Enterprise Bank & Trust Co |
6,873 |
6,601 |
-272 |
-3.96% |
| Total Wealth Planning LLC |
48,578 |
46,800 |
-1,778 |
-3.66% |
| Pallas Capital Advisors LLC |
6,740 |
6,508 |
-232 |
-3.44% |
| Bouchey Financial Group Ltd |
119,777 |
115,683 |
-4,094 |
-3.42% |
| Clear Creek Financial Management LLC |
33,128 |
32,002 |
-1,126 |
-3.40% |
| Strategy Asset Managers LLC |
10,011 |
9,683 |
-328 |
-3.28% |
| Westside Investment Management Inc. |
26,785 |
25,908 |
-877 |
-3.27% |
| Capital Insight Partners LLC |
26,200 |
25,359 |
-841 |
-3.21% |
| First Personal Financial Services |
36,358 |
35,259 |
-1,099 |
-3.02% |
| Webster Bank N. A. |
8,507 |
8,274 |
-233 |
-2.74% |
| Park Avenue Securities LLC |
83,554 |
81,333 |
-2,221 |
-2.66% |
| Market Street Wealth Management Advisors LLC |
71,000 |
69,263 |
-1,737 |
-2.45% |
| Clarity Capital Advisors LLC |
6,841 |
6,677 |
-164 |
-2.40% |
| City Holding Co. |
25,559 |
24,953 |
-606 |
-2.37% |
| Flower City Capital |
304,459 |
297,338 |
-7,121 |
-2.34% |
| Taylor & Morgan Wealth Management LLC |
9,770 |
9,546 |
-224 |
-2.29% |
| Truefg LLC |
6,241 |
6,102 |
-139 |
-2.23% |
| Root Financial Partners LLC |
15,320 |
14,983 |
-337 |
-2.20% |
| Raymond James Trust N.A. |
32,505 |
31,819 |
-686 |
-2.11% |
| Kathleen S. Wright Associates Inc. |
27,872 |
27,293 |
-579 |
-2.08% |
| Sterling Investment Management Inc. |
109,707 |
107,467 |
-2,240 |
-2.04% |
| Ausdal Financial Partners Inc. |
48,771 |
47,823 |
-948 |
-1.94% |
| Mustard Seed Financial LLC |
7,134 |
7,000 |
-134 |
-1.88% |
| FC Advisory LLC |
29,007 |
28,473 |
-534 |
-1.84% |
| Anderson Fisher LLC |
52,277 |
51,360 |
-917 |
-1.75% |
| Dakota Wealth Management |
18,179 |
17,863 |
-316 |
-1.74% |
| Five Oceans Advisors |
5,353 |
5,271 |
-82 |
-1.53% |
| MONECO Advisors LLC |
16,959 |
16,706 |
-253 |
-1.49% |
| Cornerstone Wealth Management LLC |
136,807 |
134,820 |
-1,987 |
-1.45% |
| Elevated Capital Advisors LLC |
40,794 |
40,285 |
-509 |
-1.25% |
| Sovereign Financial Group Inc. |
10,835 |
10,701 |
-134 |
-1.24% |
| Mather Group LLC. |
169,500 |
167,417 |
-2,083 |
-1.23% |
| Brookstone Capital Management |
230,629 |
228,607 |
-2,022 |
-0.88% |
| McAdam LLC |
7,557 |
7,495 |
-62 |
-0.82% |
| Evensky & Katz LLC |
32,651 |
32,383 |
-268 |
-0.82% |
| Sound Income Strategies LLC |
660 |
655 |
-5 |
-0.76% |
| Walden Wealth Partners LLC |
3,808 |
3,780 |
-28 |
-0.74% |
| Pacific Life Fund Advisors LLC |
1,115,198 |
1,108,638 |
-6,560 |
-0.59% |
| RTD Financial Advisors Inc. |
682,084 |
678,348 |
-3,736 |
-0.55% |
| TNF LLC |
2,969 |
2,955 |
-14 |
-0.47% |
| Brown Advisory Inc. |
191,884 |
191,173 |
-711 |
-0.37% |
| Venturi Wealth Management LLC |
458 |
457 |
-1 |
-0.22% |
| Prosperity Planning Inc. |
33,420 |
33,350 |
-70 |
-0.21% |
| Sunbelt Securities Inc. |
1,399 |
1,398 |
-1 |
-0.07% |
| Fulcrum Equity Management |
6,655 |
6,651 |
-4 |
-0.06% |
| Sugarloaf Wealth Management LLC |
125,416 |
125,388 |
-28 |
-0.02% |
| 13F Filers Exiting BND |
|---|
| Sollinda Capital Management LLC |
3,525 |
0 |
-3,525 |
-100.00% |
| Prairieview Wealth Partners LLC |
3,143 |
0 |
-3,143 |
-100.00% |
| Eagle Wealth Strategies LLC |
3,706 |
0 |
-3,706 |
-100.00% |
| BKM Wealth Management LLC |
1,104 |
0 |
-1,104 |
-100.00% |
| Halpern Financial Inc. |
13 |
0 |
-13 |
-100.00% |
| Cedrus LLC |
2,816 |
0 |
-2,816 |
-100.00% |
| Channel Wealth LLC |
3,466 |
0 |
-3,466 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
82 |
0 |
-82 |
-100.00% |
| Sterling Investment Counsel LLC |
2,785 |
0 |
-2,785 |
-100.00% |
| SFG Wealth Management LLC. |
4,302 |
0 |
-4,302 |
-100.00% |
| Family Investment Center Inc. |
2,838 |
0 |
-2,838 |
-100.00% |
| Level Financial Advisors Inc. |
7 |
0 |
-7 |
-100.00% |
| Koss Olinger Consulting LLC |
3,111 |
0 |
-3,111 |
-100.00% |
| Canvas Wealth Advisors LLC |
23,124 |
0 |
-23,124 |
-100.00% |
| Sterling Group Wealth Management LLC |
9,614 |
0 |
-9,614 |
-100.00% |
| Kowal Investment Group LLC |
4,223 |
0 |
-4,223 |
-100.00% |
| GoalVest Advisory LLC |
208 |
0 |
-208 |
-100.00% |
| Iron Horse Wealth Management LLC |
2 |
0 |
-2 |
-100.00% |
| Planned Solutions Inc. |
298 |
0 |
-298 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,080 |
0 |
-1,080 |
-100.00% |
| Advisor Resource Council |
13,904 |
0 |
-13,904 |
-100.00% |
| Affinity Capital Advisors LLC |
2,909 |
0 |
-2,909 |
-100.00% |
| Lloyd Advisory Services LLC. |
20,539 |
0 |
-20,539 |
-100.00% |
| Platte River Wealth Advisors LLC |
3,202 |
0 |
-3,202 |
-100.00% |
| General Partner Inc. |
45,400 |
0 |
-45,400 |
-100.00% |
| Red Spruce Capital LLC |
3,364 |
0 |
-3,364 |
-100.00% |
| Moulton Wealth Management Inc. |
8,996 |
0 |
-8,996 |
-100.00% |
| Colton Groome Financial Advisors LLC |
7,752 |
0 |
-7,752 |
-100.00% |
| Inscription Capital LLC |
129,533 |
0 |
-129,533 |
-100.00% |
| Hillcrest Wealth Advisors NY LLC |
5,047 |
0 |
-5,047 |
-100.00% |
| Pasadena Private Wealth LLC |
2,852 |
0 |
-2,852 |
-100.00% |
| Elwood & Goetz Wealth Advisory Group LLC |
4,943 |
0 |
-4,943 |
-100.00% |
| All Season Financial Advisors Inc. |
16,324 |
0 |
-16,324 |
-100.00% |
| Pathway Financial Advisors LLC |
3,065 |
0 |
-3,065 |
-100.00% |
| Cornell Pochily Investment Advisors Inc. |
4,953 |
0 |
-4,953 |
-100.00% |
| BlueSky Wealth Advisors LLC |
157,788 |
0 |
-157,788 |
-100.00% |
| Meridian Wealth Management LLC |
86,990 |
0 |
-86,990 |
-100.00% |
| SMI Advisory Services LLC |
12,729 |
0 |
-12,729 |
-100.00% |
| Annex Advisory Services LLC |
46,915 |
0 |
-46,915 |
-100.00% |
| Moller Financial Services |
177,377 |
0 |
-177,377 |
-100.00% |
| Atlas Capital Advisors LLC |
2,885 |
0 |
-2,885 |
-100.00% |
| Arlington Partners LLC |
279,604 |
0 |
-279,604 |
-100.00% |
| American National Bank |
4,641 |
0 |
-4,641 |
-100.00% |
| Cookson Peirce & Co. Inc. |
4,271 |
0 |
-4,271 |
-100.00% |
| Stephenson National Bank & Trust |
982 |
0 |
-982 |
-100.00% |
| Advisors Management Group Inc. ADV |
3,181 |
0 |
-3,181 |
-100.00% |
| Calton & Associates Inc. |
2,883 |
0 |
-2,883 |
-100.00% |
| Conning Inc. |
119,575 |
0 |
-119,575 |
-100.00% |
| OLD National Bancorp IN |
2,910 |
0 |
-2,910 |
-100.00% |
See Summary: Institutional Holders of BND
See Details: Top 10 Hedge Funds Holding BND
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