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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
601
Madden Advisory Services
Florida
$237K +$22.1K +467 +10%
PP
602
Patron Partners
Texas
$235K -$9.59K -203 -4%
PFA
603
Petra Financial Advisors
Colorado
$234K +$234K +4,942 New
LFP
604
Lakeshore Financial Planning
Michigan
$234K +$233K +4,940 New
FWM
605
FMB Wealth Management
California
$232K – – –
SIS
606
Strategic Investment Solutions
Illinois
$232K +$229K +4,844 +8,807%
LCM
607
Lunt Capital Management
Utah
$230K -$14.6K -309 -6%
PG
608
Proffitt & Goodson
Tennessee
$230K +$23.7K +501 +11%
SFC
609
Strategic Financial Concepts
Texas
$229K -$3.07K -65 -1%
EWM
610
Evercore Wealth Management
New York
$228K – – –
LMKC
611
L.M. Kohn & Company
Ohio
$228K +$142 +3 +0.1%
SHWM
612
Smith & Howard Wealth Management
Georgia
$225K -$64.3K -1,360 -22%
GTAM
613
Global Trust Asset Management
Florida
$224K – – –
PCI
614
Planning Center Inc
Illinois
$224K – – –
TB
615
Treynor Bancshares
Iowa
$223K +$223K +4,711 New
PFPT
616
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K -$6.33K -134 -3%
CGFA
617
Colton Groome Financial Advisors
North Carolina
$219K -$12.4K -262 -5%
PWA
618
Physician Wealth Advisors
Utah
$219K – – –
KFP
619
KMG Fiduciary Partners
Ohio
$218K – – –
EWA
620
EP Wealth Advisors
California
$217K +$99.1K +2,097 +84%
AT
621
Arden Trust
Delaware
$217K – – –
UCFA
622
United Capital Financial Advisors
Texas
$217K -$75.9K -1,606 -26%
CIAS
623
CBIZ Investment Advisory Services
Ohio
$216K – – –
FFS
624
Founders Financial Securities
Maryland
$214K -$47 -1 -0%
JCM
625
Janney Capital Management
Pennsylvania
$214K -$34.7K -735 -14%
23 24
25
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