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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
501
N.E.W. Advisory Services
Wisconsin
$541K +$3.63K +77 +0.7%
LJAC
502
L.J. Altfest & Co
New York
$541K -$10.1M -213,794 -95%
MFA
503
Mayflower Financial Advisors
Massachusetts
$536K -$2.73K -58 -0.5%
HI
504
Hendershot Investments
Virginia
$534K – – –
JE
505
JMAC Enterprises
Pennsylvania
$534K +$14.4K +305 +3%
IIC
506
Integrated Investment Consultants
Michigan
$530K +$13.6K +289 +3%
PCA
507
Pallas Capital Advisors
Massachusetts
$528K -$2.26M -47,983 -81%
SEP
508
Southland Equity Partners
Missouri
$525K +$39.2K +833 +8%
MFA
509
McClarren Financial Advisors
Pennsylvania
$524K -$39.9K -847 -7%
SWP
510
Summit Wealth Partners
Florida
$524K -$376K -7,981 -42%
KPWS
511
Kestra Private Wealth Services
Texas
$520K +$512K +10,878 New
SAM
512
Stone Asset Management
Texas
$519K -$17.2K -365 -3%
MWA
513
Martel Wealth Advisors
Washington
$518K -$461K -9,787 -47%
AWA
514
Arkadios Wealth Advisors
Georgia
$511K +$35K +744 +7%
NPP
515
New Potomac Partners
Maryland
$502K +$494K +10,500 New
CBFP
516
Cedar Brook Financial Partners
Ohio
$501K +$1.22K +26 +0.2%
FHA
517
First Horizon Advisors
Tennessee
$501K -$2.12K -45 -0.4%
AIC
518
Archer Investment Corporation
Indiana
$499K +$176K +3,735 +56%
BP
519
Ballentine Partners
Massachusetts
$498K – – –
FNBT
520
FineMark National Bank & Trust
Florida
$492K +$53.3K +1,131 +12%
FOA
521
Five Oceans Advisors
California
$492K -$3.72K -79 -0.8%
BFG
522
Berger Financial Group
Minnesota
$488K -$59.6K -1,265 -11%
WP
523
WealthPLAN Partners
Nebraska
$487K – – –
BWM
524
Bulltick Wealth Management
Florida
$466K – – –
AFO
525
Allie Family Office
Florida
$463K – – –
19 20
21
22 23