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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
426
Cypress Wealth Services
California
$636K +$48 +1 +0%
HI
427
Hendershot Investments
Virginia
$636K +$92.5K +1,923 +17%
CT
428
Caldwell Trust
Florida
$633K -$89.6K -1,864 -13%
SFS
429
Sowell Financial Services
Arkansas
$631K -$436K -9,058 -41%
MC
430
Mathes Company
New York
$631K – – –
CM
431
Columbus Macro
Pennsylvania
$628K -$95.9K -1,995 -13%
PIMG
432
Patriot Investment Management Group
Tennessee
$623K -$57.6K -1,197 -9%
AGA
433
Arkos Global Advisors
Texas
$622K -$11.2K -233 -2%
MPWT
434
MassMutual Private Wealth & Trust
Connecticut
$615K +$609K +12,669 New
LSIA
435
LaSalle St. Investment Advisors
Illinois
$608K +$135K +2,801 +29%
EFS
436
Essex Financial Services
Connecticut
$602K -$630K -13,100 -51%
SSW
437
Stone Summit Wealth
Florida
$599K -$250K -5,201 -30%
SEP
438
Southland Equity Partners
Missouri
$598K +$12.6K +263 +2%
WG
439
Wealth Group
North Carolina
$595K +$97.4K +2,026 +20%
RF
440
Robinswood Financial
Washington
$592K +$192 +4 +0%
OHIS
441
Oak Harvest Investment Services
Texas
$587K +$128K +2,658 +28%
BCI
442
Brinker Capital Investments
Pennsylvania
$585K +$580K +12,057 New
OPS
443
Orion Portfolio Solutions
Nebraska
$585K +$580K +12,057 New
MWA
444
Moser Wealth Advisors
Washington
$585K -$123K -2,555 -18%
SW
445
SkyOak Wealth
Michigan
$573K – – –
SW
446
StrongBox Wealth
Missouri
$572K +$117K +2,437 +26%
CCFM
447
Clear Creek Financial Management
Washington
$563K +$326K +6,772 +140%
NIM
448
Northeast Investment Management
Massachusetts
$561K -$296K -6,160 -35%
AA
449
Addison Advisors
Vermont
$552K -$80.8K -1,681 -13%
WFP
450
Wrenne Financial Planning
Kentucky
$543K +$538K +11,181 New
16 17
18
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