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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
601
Coastal Bridge Advisors
Connecticut
$278K +$281K +5,400 New
EAMA
602
EFG Asset Management (Americas)
Florida
$277K – – –
BFP
603
Brewster Financial Planning
New York
$277K +$281K +5,398 New
WDG
604
Wealth Dimensions Group
Ohio
$275K – – –
CSA
605
Cottage Street Advisors
Massachusetts
$275K +$279K +5,355 New
AIM
606
AMI Investment Management
Indiana
$274K -$84K -1,614 -23%
EWA
607
EP Wealth Advisors
California
$272K +$26.8K +515 +11%
NWA
608
Navis Wealth Advisors
New York
$269K -$26K -500 -9%
CRWM
609
Castle Rock Wealth Management
California
$269K +$1.04K +20 +0.4%
LAI
610
Legal Advantage Investments
California
$267K +$9.89K +190 +4%
BAMG
611
Brand Asset Management Group
Missouri
$263K +$18.6K +358 +8%
BCM
612
Brookstone Capital Management
Illinois
$262K -$17.4K -334 -6%
AWM
613
Aevitas Wealth Management
Massachusetts
$262K +$3.8K +73 +1%
QCM
614
Quest Capital Management
Texas
$262K +$265K +5,099 New
NEPWA
615
New England Private Wealth Advisors
Massachusetts
$260K +$9.16K +176 +4%
BJL
616
Brighton Jones LLC
Washington
$257K +$261K +5,006 New
AF
617
Advisornet Financial
Minnesota
$253K +$206K +3,963 +413%
ACM
618
AlphaStar Capital Management
North Carolina
$251K +$18K +346 +8%
BSI
619
Bennett Selby Investments
Maine
$247K -$36.4K -700 -13%
JCM
620
Jacobi Capital Management
Pennsylvania
$246K +$229K +4,391 +1,084%
QCIG
621
Quad-Cities Investment Group
Iowa
$240K -$181K -3,476 -43%
PA
622
Prism Advisors
California
$239K +$242K +4,659 New
SA
623
SWM Advisors
Florida
$238K +$244K +4,687 New
HH
624
Hilltop Holdings
Texas
$232K – – –
LWM
625
Laidlaw Wealth Management
New York
$231K +$234K +4,499 New
23 24
25
26 27