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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
526
Security Financial Services
Indiana
$625K +$621K +12,343 New
EF
527
Envision Financial
Wisconsin
$623K +$43.5K +865 +8%
SAI
528
Savvy Advisors Inc
New York
$617K +$5.69K +113 +0.9%
JIC
529
Joel Isaacson & Co
New York
$616K +$613K +12,173 New
CL
530
Choreo LLC
Illinois
$613K -$374K -7,426 -38%
KWM
531
Keebeck Wealth Management
Illinois
$612K +$66.8K +1,328 +12%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$597K +$24.5K +486 +4%
SW
533
SkyOak Wealth
Michigan
$597K – – –
CA
534
Claris Advisors
Missouri
$595K +$20.9K +416 +4%
MG
535
Mather Group
Illinois
$590K -$2.57K -51 -0.4%
SA
536
Skyline Advisors
Washington
$586K +$302 +6 +0.1%
CA
537
CoreCap Advisors
Michigan
$585K +$93.6K +1,859 +19%
BFS
538
BridgePort Financial Solutions
Iowa
$582K +$101 +2 +0%
AIM
539
Advyzon Investment Management
Illinois
$581K +$218K +4,334 +61%
GC
540
Guggenheim Capital
Illinois
$573K -$448K -8,903 -44%
BMCM
541
Bryn Mawr Capital Management
Pennsylvania
$568K +$153K +3,030 +37%
CT
542
Caldwell Trust
Florida
$563K -$40.3K -800 -7%
AGA
543
Arkos Global Advisors
Texas
$562K – – –
NG
544
Northstar Group
New York
$560K -$4.83K -96 -0.9%
AIA
545
AssuredPartners Investment Advisors
Florida
$556K +$553K +10,978 New
HAS
546
HBW Advisory Services
California
$555K -$71.3K -1,416 -11%
SJL
547
Shayne & Jacobs LLC
Tennessee
$554K – – –
CPRC
548
Consolidated Portfolio Review Corp
New York
$554K +$227K +4,514 +70%
HFA
549
Hershey Financial Advisers
Pennsylvania
$551K -$244K -4,851 -31%
AIS
550
American Investment Services
Massachusetts
$550K +$96.1K +1,909 +21%
20 21
22
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