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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
401
Northeast Investment Management
Massachusetts
$848K -$87.6K -1,840 -9%
SSW
402
Stone Summit Wealth
Florida
$840K -$363K -7,627 -30%
SAM
403
SignalPoint Asset Management
Missouri
$839K +$834K +17,520 New
RSWM
404
Robertson Stephens Wealth Management
California
$836K -$838K -17,597 -50%
CFAM
405
Center For Asset Management
Florida
$829K +$53.1K +1,116 +7%
ECM
406
Evergreen Capital Management
Washington
$828K -$220K -4,625 -21%
MOS
407
MGO One Seven
Ohio
$824K +$58.8K +1,236 +8%
AWM
408
AllSquare Wealth Management
New York
$822K -$9.28K -195 -1%
BDF
409
Black Diamond Financial
Maryland
$809K – – –
MCM
410
McKinley Capital Management
Alaska
$799K +$3.57K +75 +0.5%
NP
411
NorthRock Partners
Minnesota
$785K -$555K -11,657 -42%
SF
412
Synovus Financial
Georgia
$779K -$31.4K -660 -4%
LFAS
413
Level Four Advisory Services
Texas
$777K – – –
TFP
414
Tilia Fiduciary Partners
North Carolina
$767K -$91.5K -1,923 -11%
KAM
415
Kraft Asset Management
Tennessee
$754K -$4.14K -87 -0.5%
SPA
416
Sentinel Pension Advisors
Massachusetts
$751K -$160K -3,351 -18%
CCM
417
Crabel Capital Management
California
$751K -$355K -7,451 -32%
MWM
418
Merriman Wealth Management
Washington
$745K +$101K +2,127 +16%
FLPIM
419
F.L. Putnam Investment Management
Massachusetts
$740K -$1.15M -24,142 -61%
JE
420
JMAC Enterprises
Pennsylvania
$718K +$2.38K +50 +0.3%
CM
421
Columbus Macro
Pennsylvania
$717K +$13.2K +278 +2%
SG
422
StoneX Group
New York
$715K -$104K -2,192 -13%
CT
423
Caldwell Trust
Florida
$714K -$986K -20,710 -58%
HAS
424
HBW Advisory Services
California
$705K – – –
LWANC
425
Laurel Wealth Advisors (North Carolina)
North Carolina
$701K -$4.76K -100 -0.7%
15 16
17
18 19