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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
226
Novak Financial Planning
Maryland
$806K +$803K +15,770 New
EC
227
Estate Counselors
Wisconsin
$805K -$865K -17,000 -52%
SIA
228
Strategic Investment Advisors
Michigan
$784K +$501K +9,848 +179%
MFWM
229
Motley Fool Wealth Management
Virginia
$776K -$128K -2,514 -14%
PWM
230
Perigon Wealth Management
California
$766K -$55.4K -1,089 -7%
WT
231
Whittier Trust
California
$766K +$763K +15,000 New
MWA
232
Moser Wealth Advisors
Washington
$764K +$66.2K +1,300 +10%
SPIA
233
Steward Partners Investment Advisory
New York
$752K +$12.7K +250 +2%
RCM
234
Radnor Capital Management
Pennsylvania
$739K – – –
DAS
235
Dynamic Advisor Solutions
Arizona
$723K -$37.9K -745 -5%
QCIG
236
Quad-Cities Investment Group
Iowa
$704K +$701K +13,773 New
MC
237
Moors & Cabot
Massachusetts
$701K +$148K +2,910 +27%
CA
238
Calton & Associates
Florida
$662K +$31.4K +617 +5%
CFGS
239
Concourse Financial Group Securities
Alabama
$660K +$430K +8,442 +189%
RW
240
REDW Wealth
New Mexico
$659K – – –
CGFA
241
Colton Groome Financial Advisors
North Carolina
$657K -$382K -7,497 -37%
AWM
242
Avior Wealth Management
Nebraska
$657K +$17.5K +344 +3%
BCA
243
Bay Colony Advisors
Massachusetts
$656K -$2.54K -50 -0.4%
CA
244
CGN Advisors
Kansas
$654K +$651K +12,791 New
CFAM
245
Center For Asset Management
Florida
$654K +$651K +12,792 New
PA
246
Parallel Advisors
California
$646K +$1.32K +26 +0.2%
RIA
247
Regal Investment Advisors
Michigan
$628K +$625K +12,288 New
SWP
248
Stratos Wealth Partners
Ohio
$611K +$223K +4,391 +58%
RC
249
Roundview Capital
New Jersey
$607K +$605K +11,882 New
CT
250
Caldwell Trust
Florida
$601K +$10.9K +215 +2%
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