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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
501
SageView Advisory Group
California
$347K +$343K +7,043 New
SFS
502
Summit Financial Strategies
Ohio
$347K -$3.65K -75 -1%
LA
503
LexAurum Advisors
Kansas
$345K +$106K +2,184 +45%
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$340K +$33.3K +683 +11%
KPWS
505
Kestra Private Wealth Services
Texas
$337K +$7.35K +151 +2%
LG
506
LAM Group
Oregon
$335K -$65.2K -1,338 -16%
APA
507
Astoria Portfolio Advisors
New York
$334K +$5.16K +106 +2%
TSS
508
Two Sigma Securities
New York
$332K +$124K +2,552 +61%
FAG
509
Financial Architects (Georgia)
Georgia
$332K – – –
MWA
510
Martel Wealth Advisors
Washington
$331K +$2.14K +44 +0.7%
RJT
511
Raymond James Trust
Florida
$327K -$97.4K -2,000 -23%
MWM
512
Meridian Wealth Management
Kentucky
$325K +$321K +6,591 New
TDWM
513
Topel & Distasi Wealth Management
California
$325K -$49.5K -1,017 -13%
BAMG
514
Brand Asset Management Group
Missouri
$321K +$11K +225 +4%
BFP
515
Brewster Financial Planning
New York
$318K +$20K +411 +7%
PB
516
Pinnacle Bancorp
Nebraska
$317K – – –
AAM
517
Advisors Asset Management
Colorado
$316K -$100K -2,063 -24%
IWC
518
Integrated Wealth Concepts
Massachusetts
$316K +$682 +14 +0.2%
MA
519
MONECO Advisors
Connecticut
$312K -$11.6K -238 -4%
BPA
520
Beacon Pointe Advisors
California
$311K -$28.1K -577 -8%
RWP
521
RWA Wealth Partners
Massachusetts
$307K – – –
GWM
522
Grand Wealth Management
Michigan
$307K -$1.07K -22 -0.4%
RT
523
Rockland Trust
Massachusetts
$306K – – –
FWM
524
FMB Wealth Management
California
$305K – – –
SW
525
StrongBox Wealth
Missouri
$304K -$273K -5,599 -48%
19 20
21
22 23