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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
576
Capstone Wealth Management Group (Oregon)
Oregon
$295K +$298K +6,097 New
RWI
577
Red Wave Investments
Pennsylvania
$290K – – –
BJL
578
Brighton Jones LLC
Washington
$290K +$5.86K +120 +2%
AWM
579
Angeles Wealth Management
California
$289K -$9.48K -194 -3%
WFA
580
WMG Financial Advisors
Tennessee
$289K +$6.94K +142 +2%
FFA
581
Fi3 Financial Advisors
Indiana
$288K – – –
AIC
582
Archer Investment Corporation
Indiana
$287K – – –
PG
583
Proffitt & Goodson
Tennessee
$286K +$24.4K +500 +9%
SAG
584
SageView Advisory Group
California
$284K -$57.5K -1,176 -17%
EWA
585
EP Wealth Advisors
California
$277K -$413K -8,463 -60%
KBFS
586
Kohmann Bosshard Financial Services
Ohio
$276K -$268K -5,476 -49%
MW
587
Maia Wealth
Colorado
$276K -$4.64K -95 -2%
PI
588
PFG Investments
New York
$274K +$18.7K +382 +7%
TCM
589
Towneley Capital Management
California
$274K -$88.5K -1,811 -24%
PWM
590
PBMares Wealth Management
Virginia
$271K – – –
FAI
591
Fiduciary Advisors Inc
Missouri
$268K +$271K +5,539 New
PWA
592
Physician Wealth Advisors
Utah
$268K +$24.4K +500 +10%
LG
593
LAM Group
Oregon
$267K -$62.8K -1,286 -19%
FA
594
Freestate Advisors
Kansas
$267K +$3.37K +69 +1%
BBNA
595
Bremer Bank National Association
Minnesota
$266K – – –
HDIM
596
Hanson & Doremus Investment Management
Vermont
$266K -$6.35K -130 -2%
WSFS
597
Wilmington Savings Fund Society
Delaware
$262K +$2.2K +45 +0.8%
UFA
598
US Financial Advisors
Massachusetts
$261K +$782 +16 +0.3%
PWA
599
Principia Wealth Advisory
Texas
$260K +$262K +5,364 New
WA
600
WPG Advisers
Maryland
$259K +$261K +5,352 New
22 23
24
25 26