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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
451
Patriot Investment Management Group
Tennessee
$1M +$175K +3,683 +21%
CFA
452
Cahill Financial Advisors
Minnesota
$993K +$175K +3,679 +21%
KWS
453
Keystone Wealth Services
California
$987K -$7.68M -161,117 -88%
LAM
454
Lakewood Asset Management
Illinois
$983K +$1M +21,039 New
FIA
455
Foundations Investment Advisors
Arizona
$973K +$992K +20,828 New
UWM
456
USAdvisors Wealth Management
Minnesota
$964K +$24.2K +508 +1%
MWA
457
Martel Wealth Advisors
Washington
$963K -$999K -20,967 -50%
SG
458
StoneX Group
New York
$961K +$145K +3,048 +17%
HPCM
459
Hunter Perkins Capital Management
Illinois
$959K -$703K -14,755 -42%
AIS
460
American Investment Services
Massachusetts
$934K +$244K +5,115 +34%
E
461
ETFidea
New York
$934K – – –
CF
462
Centaurus Financial
California
$921K -$114K -2,384 -11%
GWM
463
Grand Wealth Management
Michigan
$914K -$8.46M -177,489 -90%
SFS
464
Security Financial Services
Indiana
$907K – – –
SGCA
465
Steel Grove Capital Advisors
Tennessee
$903K – – –
KAM
466
Kraft Asset Management
Tennessee
$903K -$135K -2,824 -13%
TWC
467
TD Waterhouse Canada
Ontario, Canada
$896K -$6.09M -127,854 -88%
SFI
468
SPC Financial Inc
Maryland
$891K -$681K -14,300 -43%
GT
469
Glenview Trust
Kentucky
$886K +$663K +13,912 +275%
SWP
470
Summit Wealth Partners
Florida
$884K +$73.3K +1,538 +9%
WWM
471
Wiser Wealth Management
Georgia
$884K +$591K +12,406 +191%
AFG
472
Altiora Financial Group
Ohio
$883K +$901K +18,905 New
UCFA
473
United Capital Financial Advisors
Texas
$874K +$7.34K +154 +0.8%
WWM
474
Western Wealth Management
Colorado
$873K -$344K -7,212 -28%
IAN
475
Integrated Advisors Network
Texas
$862K -$587K -12,328 -40%
17 18
19
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