Ticker: BNDX CUSIP: 92203J407 Class: TOTAL INT BD ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Yeomans Consulting Group, Inc. | 407,361 | $19,684 |
| Values Added Financial LLC | 198,234 | $9,579 |
| LINCOLN CAPITAL CORP | 170,448 | $8,236 |
| BROWN WEALTH MANAGEMENT, LLC | 124,755 | $6,028 |
| STERLING INVESTMENT MANAGEMENT, LLC | 44,979 | $2,173 |
| FSA Advisors, Inc. | 146,213 | $858 |
| Ramiah Investment Group | 11,489 | $555 |
| Arlington Capital Management, Inc. | 14,792 | $715 |
| Capasso Planning Partners LLC | 13,435 | $649 |
| GTS SECURITIES LLC | 162,194 | $7,837 |
| COMPASS CAPITAL CORP /MA/ /ADV | 13,864 | $675 |
| Vestment Financial LLC | 9,999 | $485 |
| Fjell Capital, LLC | 6,299 | $304 |
| 17 CAPITAL PARTNERS, LLC | 8,605 | $416 |
| Archer Investment Management, LLC | 7,588 | $367 |
| ALTERNA WEALTH MANAGEMENT, INC | 5,213 | $252 |
| Family CFO Inc | 8,393 | $406 |
| NDVR, Inc. | 4,504 | $218 |
| Rede Wealth, LLC | 7,817 | $378 |
| A4 Wealth Advisors LLC | 4,157 | $201 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rinkey Investments | 310,833 | 748,803 | +437,970 (+140.9%) |
| Symmetry Partners, LLC | 1,276,846 | 1,363,267 | +86,421 (+6.8%) |
| Discipline Wealth Solutions, LLC | 462,494 | 534,839 | +72,345 (+15.6%) |
| Luminvest Wealth Management LLC | 385,081 | 455,930 | +70,849 (+18.4%) |
| Fairway Wealth LLC | 173,247 | 377,728 | +204,481 (+118.0%) |
| Partners in Financial Planning | 1,076,345 | 1,163,482 | +87,137 (+8.1%) |
| Burton Enright Welch | 845,642 | 954,414 | +108,772 (+12.9%) |
| Net Worth Advisory Group | 244,025 | 284,086 | +40,061 (+16.4%) |
| Five Pine Wealth Management | 87,448 | 106,442 | +18,994 (+21.7%) |
| Savant Capital, LLC | 7,674,779 | 9,606,480 | +1,931,701 (+25.2%) |
| rebel Financial LLC | 147,756 | 175,141 | +27,385 (+18.5%) |
| Clark Asset Management, LLC | 674,446 | 780,698 | +106,252 (+15.8%) |
| Ally Invest Advisors Inc. | 2,198,328 | 2,351,481 | +153,153 (+7.0%) |
| Financial Architects, LLC | 318,195 | 343,006 | +24,811 (+7.8%) |
| Ballentine Capital Advisors, Inc | 296,520 | 324,068 | +27,548 (+9.3%) |
| Tribridge Partners Financial LLC | 169,554 | 196,252 | +26,698 (+15.7%) |
| LINCOLN NATIONAL CORP | 4,394,062 | 4,628,933 | +234,871 (+5.3%) |
| Morton Brown Family Wealth, LLC | 192,027 | 226,399 | +34,372 (+17.9%) |
| XY Planning Network, Inc. | 64,364 | 203,212 | +138,848 (+215.7%) |
| Vawter Financial, Ltd. | 244,689 | 267,868 | +23,179 (+9.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Forefront Wealth Partners, LLC | 338,765 | 6,052 | -332,713 (-98.2%) |
| BURRUS FINANCIAL SERVICES, INC. | 509,516 | 408,330 | -101,186 (-19.9%) |
| P/E Global LLC | 1,584,394 | 1,274,817 | -309,577 (-19.5%) |
| Total Wealth Planning, LLC | 412,046 | 45,965 | -366,081 (-88.8%) |
| Blue Barn Wealth, LLC | 286,943 | 73,647 | -213,296 (-74.3%) |
| WealthSpring Partners, LLC | 156,596 | 80,127 | -76,469 (-48.8%) |
| True Link Financial Advisors, LLC | 631,120 | 4,924 | -626,196 (-99.2%) |
| Avion Wealth | 664,604 | 534,390 | -130,214 (-19.6%) |
| W.H. Cornerstone Investments Inc. | 90,176 | 72,850 | -17,326 (-19.2%) |
| Note Advisors, LLC | 86,976 | 72,614 | -14,362 (-16.5%) |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 302,599 | 241,950 | -60,649 (-20.0%) |
| Evolution Advisers, Inc. | 468,494 | 458,070 | -10,424 (-2.2%) |
| Zeit Capital LLC | 85,044 | 79,834 | -5,210 (-6.1%) |
| Northwest Capital Management Inc | 14,228 | 6,952 | -7,276 (-51.1%) |
| ELEVATUS WELATH MANAGEMENT | 201,501 | 194,912 | -6,589 (-3.3%) |
| Alaska Permanent Capital Management | 1,366,807 | 1,345,411 | -21,396 (-1.6%) |
| Seneschal Advisors, LLC | 122,627 | 120,349 | -2,278 (-1.9%) |
| Prospera Capital Management, LLC | 320,052 | 316,791 | -3,261 (-1.0%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 75,059 | 66,059 | -9,000 (-12.0%) |
| TSA Wealth Managment LLC | 102,835 | 86,026 | -16,809 (-16.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Waterford Advisors, LLC | 356,207 | $17,618 |
| Econ Financial Services Corp | 157,354 | $7,783 |
| Tandem Financial, LLC | 100,946 | $4,993 |
| ROVIN CAPITAL /UT/ /ADV | 89,885 | $4 |
| William Mack & Associates, Inc. | 20,571 | $1,017 |
| CERTIOR FINANCIAL GROUP, LLC | 15,926 | $788 |
| TrueWealth Financial Partners | 16,877 | $835 |
| WealthShield Partners, LLC | 65,720 | $3,251 |
| KMG FIDUCIARY PARTNERS, LLC | 88,344 | $4,369 |
| Luminist Capital LLC | 6,500 | $321 |
| RFP Financial Group LLC | 11,287 | $554 |
| Kiker Wealth Management, LLC | 5,750 | $284 |
| OLD MISSION CAPITAL LLC | 151,705 | $7,503 |
| FSC Wealth Advisors, LLC | 5,182 | $256 |
| BEAM WEALTH ADVISORS, INC. | 10,631 | $526 |
| Stone Point Wealth LLC | 10,380 | $513 |
| Occidental Asset Management, LLC | 13,657 | $675 |
| 49 WEALTH MANAGEMENT, LLC | 17,364 | $859 |
| DAVIDSON TRUST CO | 4,290 | $212 |
| Wescott Financial Advisory Group, LLC | 16,273 | $805 |