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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
451
Carnegie Investment Counsel
Ohio
$275K – – –
BSSFA
452
Baron Silver Stevens Financial Advisors
Florida
$267K +$266K +5,109 New
SWP
453
Summit Wealth Partners
Florida
$262K +$4.95K +95 +2%
AWM
454
Aevitas Wealth Management
Massachusetts
$262K – – –
CPO
455
Cerity Partners OCIO
New York
$261K +$259K +4,977 New
NEPWA
456
New England Private Wealth Advisors
Massachusetts
$255K – – –
BCWM
457
Bartlett & Co Wealth Management
Ohio
$250K – – –
BC
458
Bartlett & Co
Ohio
$250K – – –
EWA
459
EP Wealth Advisors
California
$249K -$243K -4,662 -50%
FIA
460
Foundations Investment Advisors
Arizona
$247K +$247K +4,746 New
BAMG
461
Brand Asset Management Group
Missouri
$245K +$10.5K +202 +5%
VWA
462
V Wealth Advisors
Kansas
$240K +$239K +4,582 New
1WA
463
180 Wealth Advisors
Washington
$238K +$15.6K +300 +7%
HIA
464
Harbor Investment Advisory
Maryland
$238K +$237K +4,545 New
XF
465
XML Financial
Maryland
$236K +$10.4K +200 +5%
AWE
466
Avidian Wealth Enterprises
Texas
$235K -$7.92K -152 -3%
CL
467
Choreo LLC
Illinois
$234K – – –
ECM
468
Evergreen Capital Management
Washington
$234K – – –
FHA
469
First Horizon Advisors
Tennessee
$233K +$3.44K +66 +2%
PCA
470
Personal Capital Advisors
California
$232K +$230K +4,419 New
BOPW
471
Brandywine Oak Private Wealth
Pennsylvania
$223K +$222K +4,256 New
AIM
472
Alhambra Investment Management
Florida
$221K +$9.02K +173 +4%
DY
473
Dowling & Yahnke
California
$220K -$39.4K -756 -15%
JFA
474
JNBA Financial Advisors
Minnesota
$220K – – –
WA
475
WESPAC Advisors
California
$220K +$218K +4,192 New
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