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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
476
Willow Creek Wealth Management
California
$568K – – –
CCFM
477
Clear Creek Financial Management
Washington
$563K -$342 -7 -0.1%
NG
478
Northstar Group
New York
$560K +$440 +9 +0.1%
MWA
479
Moser Wealth Advisors
Washington
$559K -$4.89K -100 -0.9%
FA
480
Flagstar Advisors
New York
$556K +$59.9K +1,226 +12%
SWM
481
Sagace Wealth Management
Florida
$553K -$230K -4,703 -29%
HCP
482
Hardin Capital Partners
South Carolina
$551K +$48K +983 +9%
AGA
483
Arkos Global Advisors
Texas
$551K -$56.3K -1,152 -9%
BCM
484
Brookstone Capital Management
Illinois
$546K +$73.2K +1,499 +15%
AWA
485
Archvest Wealth Advisors
California
$545K -$611K -12,511 -53%
WCM
486
WealthTrak Capital Management
Virginia
$531K +$536K +10,964 New
SJL
487
Shayne & Jacobs LLC
Tennessee
$530K – – –
DWM
488
Dopkins Wealth Management
New York
$528K +$533K +10,907 New
ALA
489
Atlas Legacy Advisors
California
$526K +$531K +10,861 New
BI
490
Beckerman Institutional
New Jersey
$519K +$46.6K +954 +10%
SAM
491
SignalPoint Asset Management
Missouri
$516K -$341K -6,973 -40%
AWA
492
Arkadios Wealth Advisors
Georgia
$515K +$238K +4,877 +85%
BFS
493
BridgePort Financial Solutions
Iowa
$513K +$508K +10,401 New
FNBT
494
FineMark National Bank & Trust
Florida
$509K – – –
SSW
495
Stone Summit Wealth
Florida
$509K -$68.2K -1,395 -12%
HFS
496
Horizon Financial Services
North Carolina
$507K +$375K +7,672 +274%
BP
497
Ballentine Partners
Massachusetts
$501K – – –
PWW
498
Pettyjohn Wood & White
Virginia
$500K +$2.39K +49 +0.5%
RFP
499
Root Financial Partners
California
$499K +$23.7K +486 +5%
CIA
500
Compass Investment Advisers
Oregon
$492K +$497K +10,170 New
18 19
20
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