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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
501
Patriot Investment Management Group
Tennessee
$1.05M +$88.1K +1,772 +9%
ODA
502
One Degree Advisors
California
$1.04M +$96.6K +1,943 +10%
BCM
503
Brookstone Capital Management
Illinois
$1.04M +$323K +6,489 +45%
PFS
504
Prospera Financial Services
Texas
$1.04M +$193K +3,877 +23%
WA
505
Win Advisors
Florida
$1.03M +$1.02M +20,533 New
PA
506
Prosperity Advisers
Pennsylvania
$1.02M -$20.2K -406 -2%
UA
507
Unison Advisors
District of Columbia
$1.02M – – –
RFP
508
Root Financial Partners
California
$1.02M +$554K +11,142 +120%
PWS
509
Physician Wealth Solutions
Nevada
$1.02M +$198K +3,979 +24%
FWMP
510
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.01M -$407K -8,194 -29%
WDC
511
Woodward Diversified Capital
California
$1M +$719K +14,462 +262%
BPWM
512
BCS Private Wealth Management
New Jersey
$1M +$2.49K +50 +0.3%
SPW
513
Stillwater Private Wealth
Pennsylvania
$999K +$995K +20,001 New
P
514
&Partners
Tennessee
$989K +$141K +2,826 +17%
RRA
515
Round Rock Advisors
Connecticut
$985K -$24.5K -492 -2%
LNB
516
Ledyard National Bank
$980K – – –
EWM
517
EPG Wealth Management
Georgia
$967K +$95.6K +1,923 +11%
PTC
518
Private Trust Company
Ohio
$967K +$3.73K +75 +0.4%
NEWAS
519
N.E.W. Advisory Services
Wisconsin
$966K +$90.4K +1,818 +10%
AF
520
Advisornet Financial
Minnesota
$963K -$99 -2 -0%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$957K – – –
FFN
522
Focus Financial Network
Minnesota
$955K +$14.8K +298 +2%
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$948K +$192K +3,857 +26%
BMC
524
Benin Management Corp
Connecticut
$948K -$482K -9,693 -34%
HF
525
HRT Financial
New York
$942K +$938K +18,872 New
19 20
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