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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
576
Coordinated Financial Services
Colorado
$477K +$50.2K +998 +12%
RFP
577
Root Financial Partners
California
$474K +$239K +4,746 +103%
MFIM
578
Mesirow Financial Investment Management
Illinois
$473K +$12K +239 +3%
HFS
579
Horizon Financial Services
North Carolina
$469K -$231K -4,588 -33%
WPW
580
Waldron Private Wealth
Pennsylvania
$466K +$464K +9,213 New
BAM
581
Belpointe Asset Management
Nevada
$465K +$174K +3,458 +60%
VCM
582
Virtue Capital Management
Tennessee
$453K -$2.98M -59,232 -90%
AWM
583
Apollon Wealth Management
South Carolina
$453K -$269K -5,350 -37%
SVWG
584
Shared Vision Wealth Group
United States
$446K – – –
SFCL
585
Strengthening Families & Communities LLC
Massachusetts
$442K +$440K +8,735 New
RIS
586
Richmond Investment Services
Wisconsin
$433K +$175K +3,477 +69%
JFGLC
587
Johnson Financial Group LLC (Colorado)
Colorado
$432K – – –
TC
588
Trilogy Capital
California
$431K -$14.3K -284 -3%
AWM
589
Accredited Wealth Management
Kentucky
$430K +$73.9K +1,469 +16%
TFM
590
Trademark Financial Management
Minnesota
$423K +$163K +3,245 +63%
CMA
591
Cedar Mountain Advisors
Oregon
$420K +$103K +2,045 +33%
SAM
592
Synergy Asset Management
Washington
$420K +$417K +8,288 New
KA
593
Kovack Advisors
Florida
$417K -$243K -4,835 -37%
MSG
594
Main Street Group
Virginia
$417K – – –
UB
595
UMB Bank
Missouri
$416K -$6.39K -127 -2%
MCCP
596
Mission Creek Capital Partners
California
$413K +$1.01K +20 +0.2%
CP
597
Creekside Partners
California
$413K +$1.66K +33 +0.4%
PRP
598
Peak Retirement Planning
Ohio
$407K +$113K +2,239 +39%
DA
599
Denali Advisors
California
$403K -$86.5K -1,718 -18%
MA
600
McGrath & Associates
North Carolina
$401K -$281K -5,586 -41%
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