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Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
Patron Partners
Texas
$235K -$9.59K -203 -4%
PFA
602
Petra Financial Advisors
Colorado
$234K +$234K +4,942 New
LFP
603
Lakeshore Financial Planning
Michigan
$234K +$233K +4,940 New
FWM
604
FMB Wealth Management
California
$232K – – –
SIS
605
Strategic Investment Solutions
Illinois
$232K +$229K +4,844 +8,807%
LCM
606
Lunt Capital Management
Utah
$230K -$14.6K -309 -6%
PG
607
Proffitt & Goodson
Tennessee
$230K +$23.7K +501 +11%
SFC
608
Strategic Financial Concepts
Texas
$229K -$3.07K -65 -1%
EWM
609
Evercore Wealth Management
New York
$228K – – –
LMKC
610
L.M. Kohn & Company
Ohio
$228K +$142 +3 +0.1%
SHWM
611
Smith & Howard Wealth Management
Georgia
$225K -$64.3K -1,360 -22%
GTAM
612
Global Trust Asset Management
Florida
$224K – – –
PCI
613
Planning Center Inc
Illinois
$224K – – –
TB
614
Treynor Bancshares
Iowa
$223K +$223K +4,711 New
PFPT
615
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K -$6.33K -134 -3%
CGFA
616
Colton Groome Financial Advisors
North Carolina
$219K -$12.4K -262 -5%
PWA
617
Physician Wealth Advisors
Utah
$219K – – –
KFP
618
KMG Fiduciary Partners
Ohio
$218K – – –
EWA
619
EP Wealth Advisors
California
$217K +$99.1K +2,097 +84%
AT
620
Arden Trust
Delaware
$217K – – –
UCFA
621
United Capital Financial Advisors
Texas
$217K -$75.9K -1,606 -26%
CIAS
622
CBIZ Investment Advisory Services
Ohio
$216K – – –
FFS
623
Founders Financial Securities
Maryland
$214K -$47 -1 -0%
JCM
624
Janney Capital Management
Pennsylvania
$214K -$34.7K -735 -14%
SIA
625
Soltis Investment Advisors
Utah
$214K -$284 -6 -0.1%
23 24
25
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