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Vanguard Short-Term Inflation-Protected Securities Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FPN
501
Financial Planning Navigators
Minnesota
$928K +$938K +18,768 New
BW
502
BIP Wealth
Georgia
$928K +$149K +2,987 +19%
MCM
503
Mengis Capital Management
Oregon
$927K -$8.2K -164 -0.9%
LFAS
504
Level Four Advisory Services
Texas
$893K +$16K +320 +2%
SW
505
SteelPeak Wealth
California
$892K -$24.1K -482 -3%
NP
506
NorthRock Partners
Minnesota
$888K -$1.86M -37,231 -67%
CW
507
CreativeOne Wealth
Kansas
$887K -$72.7K -1,454 -8%
TA
508
TPG Advisors
Illinois
$885K +$11.9K +238 +1%
PWP
509
Parkwoods Wealth Partners
New York
$876K +$232K +4,649 +36%
MF
510
Midwestern Financial
Iowa
$873K +$190K +3,804 +27%
KAS
511
KPP Advisory Services
Kentucky
$870K -$75.3K -1,505 -8%
NEWAS
512
N.E.W. Advisory Services
Wisconsin
$867K +$131K +2,622 +18%
EWM
513
EPG Wealth Management
Georgia
$863K -$37K -740 -4%
MSFS
514
Main Street Financial Solutions
Pennsylvania
$858K -$122K -2,448 -12%
WWM
515
Western Wealth Management
Colorado
$852K +$509K +10,178 +145%
FFS
516
Fischer Financial Services
Pennsylvania
$850K +$73.3K +1,465 +9%
AWS
517
Alliance Wealth Strategies
Virginia
$846K +$855K +17,109 New
P
518
&Partners
Tennessee
$840K +$69K +1,380 +9%
PFS
519
Prospera Financial Services
Texas
$833K +$850 +17 +0.1%
BI
520
Beckerman Institutional
New Jersey
$826K – – –
DE
521
Diversified Enterprises
Delaware
$817K +$309K +6,176 +60%
PG
522
Prostatis Group
Maryland
$815K +$12.8K +255 +2%
PWS
523
Physician Wealth Solutions
Nevada
$809K – – –
PNFS
524
PW Nova Financial Services
Pennsylvania
$806K +$815K +16,296 New
HWA
525
HMV Wealth Advisors
Louisiana
$800K +$103K +2,052 +15%