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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
576
Summit Financial Strategies
Ohio
$335K – – –
HFS
577
Horizon Financial Services
North Carolina
$335K -$30.6K -588 -8%
SW
578
Simplicity Wealth
New Jersey
$333K +$337K +6,475 New
KNFPWM
579
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$332K +$336K +6,454 New
ZF
580
Zhang Financial
Michigan
$331K +$19.5K +375 +6%
RWM
581
Raffa Wealth Management
District of Columbia
$330K +$11.6K +222 +4%
WT
582
Washington Trust
Rhode Island
$330K -$101K -1,940 -23%
PIFP
583
Partners in Financial Planning
Virginia
$327K +$11.6K +223 +4%
SWP
584
Summit Wealth Partners
Florida
$327K +$50.8K +976 +18%
HNB
585
Huntington National Bank
Ohio
$327K – – –
PCA
586
Personal Capital Advisors
California
$326K +$110K +2,113 +47%
WIA
587
World Investment Advisors
California
$325K +$81.5K +1,566 +32%
JCM
588
Janney Capital Management
Pennsylvania
$319K -$6.07M -116,719 -95%
FWM
589
Fingerlakes Wealth Management
New York
$317K +$321K +6,168 New
GTAM
590
Global Trust Asset Management
Florida
$310K +$137K +2,631 +77%
MC
591
Mathes Company
New York
$308K – – –
PWW
592
Pettyjohn Wood & White
Virginia
$307K -$11.2K -215 -3%
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$305K -$1.4M -26,854 -82%
DC
594
Davenport & Co
Virginia
$299K +$303K +5,819 New
1WA
595
180 Wealth Advisors
Washington
$294K +$63.8K +1,225 +27%
WA
596
WESPAC Advisors
California
$293K – – –
CCFM
597
Clear Creek Financial Management
Washington
$289K +$22.8K +439 +8%
PW
598
Peninsula Wealth
California
$288K +$292K +5,609 New
TPCW
599
TD Private Client Wealth
New York
$279K +$160K +3,065 +129%
BSB
600
Bangor Savings Bank
Maine
$279K – – –
22 23
24
25 26