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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWIA
226
Roger Wittlin Investment Advisory
California
$6.18M +$38.3K +758 +0.6%
CASB
227
Cape Ann Savings Bank
Massachusetts
$6.18M -$147K -2,904 -2%
UB
228
UMB Bank
Missouri
$6.15M +$210K +4,142 +3%
EH
229
Equitable Holdings
New York
$6.05M +$771K +15,240 +14%
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$6M -$657K -12,980 -10%
CCM
231
Colorado Capital Management
Colorado
$5.94M +$237K +4,676 +4%
DADC
232
D.A. Davidson & Co
Montana
$5.93M +$233K +4,601 +4%
BSWM
233
Boston Standard Wealth Management
Massachusetts
$5.91M +$549K +10,853 +10%
CT
234
Coastline Trust
Rhode Island
$5.88M -$399K -7,891 -6%
OC
235
Oppenheimer & Co
New York
$5.87M +$3.95M +78,072 +200%
CCA
236
Column Capital Advisors
Indiana
$5.86M +$27.5M +544,049 +185%
FPCP
237
Fort Point Capital Partners
California
$5.85M -$456K -9,006 -7%
EF
238
Empirical Finance
Pennsylvania
$5.68M -$197K -3,902 -3%
TWP
239
Total Wealth Planning
Ohio
$5.62M -$66.6K -1,317 -1%
FIM
240
Freedom Investment Management
Connecticut
$5.6M +$4.21M +83,217 +291%
WWM
241
Western Wealth Management
Colorado
$5.58M +$4.16M +82,270 +283%
RC
242
Roundview Capital
New Jersey
$5.57M +$502K +9,918 +10%
TFP
243
TrueWealth Financial Partners
Washington
$5.55M +$264K +5,211 +5%
SW
244
SoFi Wealth
California
$5.53M +$461K +9,120 +9%
MCM
245
Monarch Capital Management
Indiana
$5.52M -$363K -7,171 -6%
AAS
246
Avantax Advisory Services
Texas
$5.51M +$580K +11,461 +12%
SGI
247
Summit Global Investments
Utah
$5.51M -$2.31M -45,685 -29%
SFG
248
Sovereign Financial Group
Connecticut
$5.44M +$81.7K +1,616 +2%
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.43M -$7.36M -145,493 -57%
HT
250
Heritage Trust
Oklahoma
$5.41M -$4.45K -88 -0.1%
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