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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
551
Cahill Financial Advisors
Minnesota
$338K -$45.9K -939 -12%
WWM
552
Western Wealth Management
Colorado
$338K -$27.6K -564 -7%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$3.18K +65 +0.9%
SFS
554
Summit Financial Strategies
Ohio
$336K -$4.35K -89 -1%
ACA
555
Aptus Capital Advisors
Alabama
$335K +$51.4K +1,053 +18%
BCI
556
Brinker Capital Investments
Pennsylvania
$335K -$238K -4,863 -41%
OPS
557
Orion Portfolio Solutions
Nebraska
$335K -$238K -4,863 -41%
RF
558
Robinswood Financial
Washington
$334K -$9.19K -188 -3%
IWM
559
Iams Wealth Management
Nebraska
$334K +$337K +6,907 New
PCIA
560
Prime Capital Investment Advisors
Kansas
$334K +$47.7K +976 +16%
GS
561
GWN Securities
Florida
$331K +$332K +6,796 New
BPA
562
Beacon Pointe Advisors
California
$330K +$25.6K +523 +8%
MWA
563
Martel Wealth Advisors
Washington
$328K +$195 +4 +0.1%
PB
564
Pinnacle Bancorp
Nebraska
$328K +$17.1K +350 +5%
HIA
565
HTG Investment Advisors
Connecticut
$328K +$331K +6,765 New
FAG
566
Financial Architects (Georgia)
Georgia
$326K – – –
BAMG
567
Brand Asset Management Group
Missouri
$322K +$6.69K +137 +2%
NB
568
NBT Bank
New York
$317K +$298K +6,093 +1,366%
TDWM
569
Topel & Distasi Wealth Management
California
$316K -$2.59K -53 -0.8%
TC
570
Trilogy Capital
California
$315K -$43.4K -888 -12%
GWM
571
Grand Wealth Management
Michigan
$306K +$4.84K +99 +2%
RT
572
Rockland Trust
Massachusetts
$300K – – –
FWM
573
FMB Wealth Management
California
$299K – – –
WIA
574
World Investment Advisors
California
$299K +$21.7K +444 +8%
BIA
575
Barry Investment Advisors
Massachusetts
$297K +$879 +18 +0.3%
21 22
23
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