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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
$269K +$32.9K +694 +14%
PW
602
Peninsula Wealth
California
$266K – – –
MAS
603
Madden Advisory Services
Florida
$266K +$27.3K +577 +11%
UCFA
604
United Capital Financial Advisors
Texas
$265K +$46.8K +988 +22%
AWM
605
Angeles Wealth Management
California
$263K +$262K +5,535 New
AWA
606
Amplius Wealth Advisors
Pennsylvania
$261K – – –
BBNA
607
Bremer Bank National Association
Minnesota
$261K – – –
PMA
608
Prudent Man Advisors
Illinois
$259K – – –
KFS
609
Kaizen Financial Strategies
California
$259K -$47.4K -1,000 -16%
CA
610
Clearstead Advisors
Ohio
$256K +$47 +1 +0%
VCM
611
Virtue Capital Management
Tennessee
$255K -$15.9M -335,499 -98%
WDG
612
Wealth Dimensions Group
Ohio
$254K – – –
FFA
613
Farther Finance Advisors
California
$253K -$5.97K -126 -2%
CA
614
Calton & Associates
Florida
$252K +$251K +5,298 New
IWM
615
IHT Wealth Management
Illinois
$251K -$568 -12 -0.2%
RCM
616
Radnor Capital Management
Pennsylvania
$249K -$35.5K -750 -13%
HKIMG
617
Hutchens & Kramer Investment Management Group
Indiana
$249K +$248K +5,237 New
ONB
618
Old National Bancorp
Indiana
$248K -$15.6K -330 -6%
LWM
619
LongView Wealth Management
Georgia
$248K +$248K +5,227 New
PA
620
Procyon Advisors
Connecticut
$242K +$242K +5,105 New
SFI
621
SPC Financial Inc
Maryland
$240K -$227K -4,800 -49%
ATPW
622
Ashton Thomas Private Wealth
Arizona
$238K -$6.25K -132 -3%
LFP
623
Lakeshore Financial Planning
Michigan
$238K +$3.03K +64 +1%
CCFM
624
Clear Creek Financial Management
Washington
$238K -$55.5K -1,172 -19%
CIM
625
Cambria Investment Management
California
$236K +$235K +4,968 New
23 24
25
26 27