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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
551
Ridgecrest Wealth Partners
California
$542K -$25.4K -502 -4%
SAM
552
Stone Asset Management
Texas
$539K +$189K +3,730 +53%
SOS
553
Silver Oak Securities
Tennessee
$538K +$546K +10,791 New
BFG
554
Berger Financial Group
Minnesota
$535K +$189K +3,746 +54%
SFA
555
Sequoia Financial Advisors
Ohio
$534K +$317K +6,270 +143%
CGFA
556
Colton Groome Financial Advisors
North Carolina
$533K -$6.73K -133 -1%
LIG
557
Lokken Investment Group
Delaware
$526K -$49.9K -986 -9%
SW
558
SkyOak Wealth
Michigan
$526K +$17.3K +341 +3%
RCI
559
RS Crum Inc
California
$514K +$518K +10,250 New
EIA
560
Eldridge Investment Advisors
New Hampshire
$513K -$19.8K -392 -4%
IIC
561
Integrated Investment Consultants
Michigan
$512K -$670K -13,246 -56%
IAMOG
562
Investors Asset Management of Georgia
Georgia
$507K -$146K -2,889 -22%
KF
563
Krilogy Financial
Missouri
$502K +$20.1K +397 +4%
CBFP
564
Cedar Brook Financial Partners
Ohio
$498K +$30K +594 +6%
HDIM
565
Hanson & Doremus Investment Management
Vermont
$492K +$201K +3,978 +68%
SSB
566
Sandy Spring Bank
Maryland
$489K +$51 +1 +0%
BWM
567
Bulltick Wealth Management
Florida
$488K – – –
AA
568
ALPS Advisors
Colorado
$487K +$163K +3,215 +49%
AFO
569
Allie Family Office
Florida
$485K +$490K +9,685 New
FP
570
Financial Perspectives
Minnesota
$485K – – –
SPW
571
Surience Private Wealth
Washington
$477K – – –
IWN
572
Independent Wealth Network
Iowa
$473K +$152K +3,000 +47%
WFA
573
Wipfli Financial Advisors
Wisconsin
$461K +$465K +9,200 New
EWA
574
EP Wealth Advisors
California
$460K -$173K -3,425 -27%
AR
575
Apeiron RIA
Texas
$459K +$46.3K +916 New
21 22
23
24 25